INSIX
Price
$24.46
Change
+$0.39 (+1.62%)
Updated
Jul 3 closing price
Net Assets
16.98M
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$24.46
Change+$0.39 (+1.62%)
VolumeN/A
Net Assets16.98M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
INSIX vs PMBJX Comparison Chart in %
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INSIX vs. PMBJX commentary
Jul 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: 32.3B vs. INSIX (17M). PMBJX pays higher dividends than INSIX: PMBJX (0.06) vs INSIX (0.00). INSIX was incepted earlier than PMBJX: INSIX (11 years) vs PMBJX (24 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). PMBJX (15.26) and INSIX (14.67) have marching annual gain over last year. PMBJX return over 5 years is better than : 58.39 vs. INSIX (27.00).
INSIXPMBJXINSIX / PMBJX
Total Expense Ratio1.280.78164%
Annual Report Gross Expense Ratio1.970.78253%
Fund Existence11 years24 years-
Gain YTD13.9267.057197%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets17M32.3B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year14.6715.2696%
Returns for 3 years106.4151.79205%
Returns for 5 years27.0058.3946%
Returns for 10 years61.88100.4662%
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