INSIX
Price
$25.70
Change
+$0.28 (+1.10%)
Updated
Sep 4 closing price
Net Assets
17.83M
PMBJX
Price
$43.69
Change
-$0.13 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
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INSIX vs PMBJX

Header iconINSIX vs PMBJX Comparison
Open Charts INSIX vs PMBJXBanner chart's image
Catalyst Insider Buying I
Price$25.70
Change+$0.28 (+1.10%)
VolumeN/A
Net Assets17.83M
Principal MidCap J
Price$43.69
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets33.13B
INSIX vs PMBJX Comparison Chart in %
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INSIX vs. PMBJX commentary
Sep 06, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is INSIX is a Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.1B vs. INSIX (17.8M). PMBJX pays higher dividends than INSIX: PMBJX (0.06) vs INSIX (0.00). INSIX was incepted earlier than PMBJX: INSIX (11 years) vs PMBJX (25 years). INSIX (1.97) is less costly to investors than PMBJX (0.78). INSIX is a more actively managed with annual turnover of: 183.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than INSIX: PMBJX (1000) vs INSIX (2500). INSIX annual gain was more profitable for investors over the last year : 25.30 vs. PMBJX (9.34). PMBJX return over 5 years is better than : 46.69 vs. INSIX (26.60).
INSIXPMBJXINSIX / PMBJX
Total Expense Ratio1.280.78164%
Annual Report Gross Expense Ratio1.970.78253%
Fund Existence11 years25 years-
Gain YTD19.7027.376267%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets17.8M33.1B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year25.309.34271%
Returns for 3 years88.9745.96194%
Returns for 5 years26.6046.6957%
Returns for 10 years79.47108.2673%
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