INSIX
Price
$25.64
Change
+$0.02 (+0.08%)
Updated
Aug 15 closing price
Net Assets
17.72M
PMBJX
Price
$43.19
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.57B
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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$25.64
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets17.72M
Principal MidCap J
Price$43.19
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.57B
INSIX vs PMBJX Comparison Chart in %
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INSIX vs. PMBJX commentary
Aug 16, 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: 32.6B vs. INSIX (17.7M). 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). INSIX annual gain was more profitable for investors over the last year : 20.00 vs. PMBJX (9.29). PMBJX return over 5 years is better than : 44.49 vs. INSIX (30.25).
INSIXPMBJXINSIX / PMBJX
Total Expense Ratio1.280.78164%
Annual Report Gross Expense Ratio1.970.78253%
Fund Existence11 years24 years-
Gain YTD19.3296.150314%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets17.7M32.6B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year20.009.29215%
Returns for 3 years70.3530.64230%
Returns for 5 years30.2544.4968%
Returns for 10 years67.8993.4873%
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