GIUIX
Price
$38.16
Change
+$0.30 (+0.79%)
Updated
Jul 3 closing price
Net Assets
74.69M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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GIUIX vs PMBPX

Header iconGIUIX vs PMBPX Comparison
Open Charts GIUIX vs PMBPXBanner chart's image
NAA Mid Growth Institutional
Price$38.16
Change+$0.30 (+0.79%)
VolumeN/A
Net Assets74.69M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
GIUIX vs PMBPX Comparison Chart in %
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GIUIX vs. PMBPX commentary
Jul 07, 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 Buy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. GIUIX (74.7M). GIUIX pays higher dividends than PMBPX: GIUIX (2.78) vs PMBPX (0.01). GIUIX was incepted earlier than PMBPX: GIUIX (13 years) vs PMBPX (25 years). GIUIX (1.26) is less costly to investors than PMBPX (0.83). GIUIX is a more actively managed with annual turnover of: 80.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than GIUIX: PMBPX (0) vs GIUIX (2000000). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. GIUIX (11.88). PMBPX return over 5 years is better than : 59.60 vs. GIUIX (-4.17).
GIUIXPMBPXGIUIX / PMBPX
Total Expense Ratio1.260.83152%
Annual Report Gross Expense Ratio1.260.83152%
Fund Existence13 years25 years-
Gain YTD2.7467.04139%
Front LoadN/AN/A-
Min. Initial Investment20000000-
Min. Initial Investment IRAN/AN/A-
Net Assets74.7M32.3B0%
Annual Yield % from dividends2.780.0136,466%
Returns for 1 year11.8815.4177%
Returns for 3 years13.7052.3926%
Returns for 5 years-4.1759.60-7%
Returns for 10 years-6.73104.46-6%
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