GIUIX
Price
$38.03
Change
+$0.08 (+0.21%)
Updated
Oct 17 closing price
Net Assets
70.82M
PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
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GIUIX vs PMBJX

Header iconGIUIX vs PMBJX Comparison
Open Charts GIUIX vs PMBJXBanner chart's image
NAA Mid Growth Institutional
Price$38.03
Change+$0.08 (+0.21%)
VolumeN/A
Net Assets70.82M
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.93B
GIUIX vs PMBJX Comparison Chart in %
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GIUIX vs. PMBJX commentary
Oct 19, 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 GIUIX is a Hold and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.9B vs. GIUIX (70.8M). GIUIX pays higher dividends than PMBJX: GIUIX (2.70) vs PMBJX (0.06). GIUIX was incepted earlier than PMBJX: GIUIX (14 years) vs PMBJX (25 years). GIUIX (1.26) is less costly to investors than PMBJX (0.78). GIUIX is a more actively managed with annual turnover of: 80.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than GIUIX: PMBJX (1000) vs GIUIX (2000000). GIUIX annual gain was more profitable for investors over the last year : 1.04 vs. PMBJX (-3.03). PMBJX return over 5 years is better than : 34.98 vs. GIUIX (-17.53).
GIUIXPMBJXGIUIX / PMBJX
Total Expense Ratio1.260.78162%
Annual Report Gross Expense Ratio1.260.78162%
Fund Existence14 years25 years-
Gain YTD2.3962.303104%
Front LoadN/AN/A-
Min. Initial Investment20000001000200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets70.8M31.9B0%
Annual Yield % from dividends2.700.064,795%
Returns for 1 year1.04-3.03-34%
Returns for 3 years13.3548.6727%
Returns for 5 years-17.5334.98-50%
Returns for 10 years-3.0698.61-3%
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