INSIX
Price
$23.13
Change
-$0.26 (-1.11%)
Updated
Jun 13 closing price
Net Assets
16.13M
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$23.13
Change-$0.26 (-1.11%)
VolumeN/A
Net Assets16.13M
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
INSIX vs PMBPX Comparison Chart
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INSIX vs. PMBPX 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. INSIX (16.1M). 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). PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. INSIX (8.34). PMBPX return over 5 years is better than : 54.31 vs. INSIX (32.25).
INSIXPMBPXINSIX / PMBPX
Total Expense Ratio1.280.83154%
Annual Report Gross Expense Ratio1.970.83237%
Fund Existence11 years25 years-
Gain YTD7.7321.933400%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1M30.6B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year8.3410.2681%
Returns for 3 years111.4349.52225%
Returns for 5 years32.2554.3159%
Returns for 10 years50.4992.6854%
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