INSIX
Price
$22.14
Change
+$0.19 (+0.87%)
Updated
May 9 closing price
Net Assets
15.27M
PMBPX
Price
$44.19
Change
-$0.08 (-0.18%)
Updated
May 9 closing price
Net Assets
30.43B
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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$22.14
Change+$0.19 (+0.87%)
VolumeN/A
Net Assets15.27M
Principal MidCap R5
Price$44.19
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets30.43B
INSIX vs PMBPX Comparison Chart
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INSIX vs. PMBPX commentary
May 11, 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: 30.4B vs. INSIX (15.3M). PMBPX pays higher dividends than INSIX: PMBPX (0.01) vs INSIX (0.00). INSIX was incepted earlier than PMBPX: INSIX (11 years) vs PMBPX (24 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 : 8.81 vs. INSIX (2.81). PMBPX return over 5 years is better than : 66.07 vs. INSIX (24.29).
INSIXPMBPXINSIX / PMBPX
Total Expense Ratio1.280.83154%
Annual Report Gross Expense Ratio1.970.83237%
Fund Existence11 years24 years-
Gain YTD2.2361.864120%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.3M30.4B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year2.818.8132%
Returns for 3 years93.0541.90222%
Returns for 5 years24.2966.0737%
Returns for 10 years40.5293.3043%
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