INSIX
Price
$24.71
Change
+$0.09 (+0.37%)
Updated
Jul 25 closing price
Net Assets
16.99M
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.03B
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INSIX vs PMBPX

Header iconINSIX vs PMBPX Comparison
Open Charts INSIX vs PMBPXBanner chart's image
Catalyst Insider Buying I
Price$24.71
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets16.99M
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.03B
INSIX vs PMBPX Comparison Chart in %
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INSIX vs. PMBPX commentary
Jul 26, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. INSIX (17M). PMBPX pays higher dividends than INSIX: PMBPX (0.01) vs INSIX (0.00). INSIX was incepted earlier than PMBPX: INSIX (11 years) vs PMBPX (25 years). INSIX (1.97) is less costly to investors than PMBPX (0.83). INSIX is a more actively managed with annual turnover of: 183.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than INSIX: PMBPX (0) vs INSIX (2500). INSIX annual gain was more profitable for investors over the last year : 19.69 vs. PMBPX (12.81). PMBPX return over 5 years is better than : 55.16 vs. INSIX (25.68).
INSIXPMBPXINSIX / PMBPX
Total Expense Ratio1.280.83154%
Annual Report Gross Expense Ratio1.970.83237%
Fund Existence11 years25 years-
Gain YTD14.6727.846187%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets17M33B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year19.6912.81154%
Returns for 3 years95.4048.33197%
Returns for 5 years25.6855.1647%
Returns for 10 years61.76105.8258%
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