GIUIX
Price
$38.03
Change
+$0.08 (+0.21%)
Updated
Oct 17 closing price
Net Assets
70.82M
PMBMX
Price
$41.67
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
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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$38.03
Change+$0.08 (+0.21%)
VolumeN/A
Net Assets70.82M
Principal MidCap R3
Price$41.67
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.93B
GIUIX vs PMBMX Comparison Chart in %
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GIUIX vs. PMBMX 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.9B vs. GIUIX (70.8M). GIUIX pays higher dividends than PMBMX: GIUIX (2.70) vs PMBMX (0.02). GIUIX was incepted earlier than PMBMX: GIUIX (14 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). GIUIX annual gain was more profitable for investors over the last year : 1.04 vs. PMBMX (-3.39). PMBMX return over 5 years is better than : 32.70 vs. GIUIX (-17.53).
GIUIXPMBMXGIUIX / PMBMX
Total Expense Ratio1.261.14111%
Annual Report Gross Expense Ratio1.261.14111%
Fund Existence14 years25 years-
Gain YTD2.3962.007119%
Front LoadN/AN/A-
Min. Initial Investment20000000-
Min. Initial Investment IRAN/AN/A-
Net Assets70.8M31.9B0%
Annual Yield % from dividends2.700.0212,647%
Returns for 1 year1.04-3.39-31%
Returns for 3 years13.3547.0728%
Returns for 5 years-17.5332.70-54%
Returns for 10 years-3.0692.87-3%
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