GIUIX
Price
$36.55
Change
-$0.58 (-1.56%)
Updated
Jun 13 closing price
Net Assets
71.8M
PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
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GIUIX vs PMBMX

Header iconGIUIX vs PMBMX Comparison
Open Charts GIUIX vs PMBMXBanner chart's image
NAA Mid Growth Institutional
Price$36.55
Change-$0.58 (-1.56%)
VolumeN/A
Net Assets71.8M
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
GIUIX vs PMBMX Comparison Chart
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GIUIX vs. PMBMX 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 GIUIX is a Hold and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. GIUIX (71.8M). GIUIX pays higher dividends than PMBMX: GIUIX (2.83) vs PMBMX (0.02). GIUIX was incepted earlier than PMBMX: GIUIX (13 years) vs PMBMX (25 years). GIUIX (1.26) is less costly to investors than PMBMX (1.14). GIUIX is a more actively managed with annual turnover of: 80.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than GIUIX: PMBMX (0) vs GIUIX (2000000). PMBMX annual gain was more profitable for investors over the last year : 9.71 vs. GIUIX (7.28). PMBMX return over 5 years is better than : 50.58 vs. GIUIX (-3.73).
GIUIXPMBMXGIUIX / PMBMX
Total Expense Ratio1.261.14111%
Annual Report Gross Expense Ratio1.261.14111%
Fund Existence13 years25 years-
Gain YTD-1.5891.787-89%
Front LoadN/AN/A-
Min. Initial Investment20000000-
Min. Initial Investment IRAN/AN/A-
Net Assets71.8M30.6B0%
Annual Yield % from dividends2.830.0212,891%
Returns for 1 year7.289.7175%
Returns for 3 years11.3147.3824%
Returns for 5 years-3.7350.58-7%
Returns for 10 years-12.0683.54-14%
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