INSIX
Price
$25.70
Change
+$0.28 (+1.10%)
Updated
Sep 4 closing price
Net Assets
17.83M
PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
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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$25.70
Change+$0.28 (+1.10%)
VolumeN/A
Net Assets17.83M
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.13B
INSIX vs PMBPX Comparison Chart in %
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INSIX vs. PMBPX commentary
Sep 06, 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: 33.1B vs. INSIX (17.8M). 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 : 25.30 vs. PMBPX (9.49). PMBPX return over 5 years is better than : 47.83 vs. INSIX (26.60).
INSIXPMBPXINSIX / PMBPX
Total Expense Ratio1.280.83154%
Annual Report Gross Expense Ratio1.970.83237%
Fund Existence11 years25 years-
Gain YTD19.7027.340268%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.8M33.1B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year25.309.49267%
Returns for 3 years88.9746.48191%
Returns for 5 years26.6047.8356%
Returns for 10 years79.47112.2671%
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