INSIX
Price
$20.04
Change
+$0.16 (+0.80%)
Updated
Apr 17 closing price
Net Assets
13.88M
PMBPX
Price
$41.52
Change
+$0.15 (+0.36%)
Updated
Apr 17 closing price
Net Assets
28.23B
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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$20.04
Change+$0.16 (+0.80%)
VolumeN/A
Net Assets13.88M
Principal MidCap R5
Price$41.52
Change+$0.15 (+0.36%)
VolumeN/A
Net Assets28.23B
INSIX vs PMBPX Comparison Chart
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INSIX vs. PMBPX commentary
Apr 18, 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: 28.2B vs. INSIX (13.9M). 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 (0.84). 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 : 6.71 vs. INSIX (-3.59). PMBPX return over 5 years is better than : 60.92 vs. INSIX (16.53).
INSIXPMBPXINSIX / PMBPX
Total Expense Ratio1.280.84152%
Annual Report Gross Expense Ratio1.970.84235%
Fund Existence11 years24 years-
Gain YTD-7.406-4.809154%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets13.9M28.2B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year-3.596.71-53%
Returns for 3 years37.0118.38201%
Returns for 5 years16.5360.9227%
Returns for 10 years26.9578.7034%
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