INSIX
Price
$25.64
Change
+$0.02 (+0.08%)
Updated
Aug 15 closing price
Net Assets
17.72M
PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.57B
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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$25.64
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets17.72M
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.57B
INSIX vs PMBPX Comparison Chart in %
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INSIX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.6B vs. INSIX (17.7M). 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 : 20.00 vs. PMBPX (9.43). PMBPX return over 5 years is better than : 45.61 vs. INSIX (30.25).
INSIXPMBPXINSIX / PMBPX
Total Expense Ratio1.280.83154%
Annual Report Gross Expense Ratio1.970.83237%
Fund Existence11 years25 years-
Gain YTD19.3296.098317%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.7M32.6B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year20.009.43212%
Returns for 3 years70.3531.12226%
Returns for 5 years30.2545.6166%
Returns for 10 years67.8997.2370%
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