INSIX
Price
$23.13
Change
-$0.26 (-1.11%)
Updated
Jun 13 closing price
Net Assets
16.13M
PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$23.13
Change-$0.26 (-1.11%)
VolumeN/A
Net Assets16.13M
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
INSIX vs PMBJX Comparison Chart
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INSIX vs. PMBJX commentary
Jun 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. INSIX (16.1M). 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 annual gain was more profitable for investors over the last year : 10.12 vs. INSIX (8.34). PMBJX return over 5 years is better than : 53.13 vs. INSIX (32.25).
INSIXPMBJXINSIX / PMBJX
Total Expense Ratio1.280.78164%
Annual Report Gross Expense Ratio1.970.78253%
Fund Existence11 years24 years-
Gain YTD7.7321.960394%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets16.1M30.6B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year8.3410.1282%
Returns for 3 years111.4348.96228%
Returns for 5 years32.2553.1361%
Returns for 10 years50.4988.9457%
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