GIUIX
Price
$37.17
Change
-$0.66 (-1.74%)
Updated
Nov 13 closing price
Net Assets
69.92M
PMBPX
Price
$44.03
Change
-$0.70 (-1.56%)
Updated
Nov 13 closing price
Net Assets
31.99B
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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$37.17
Change-$0.66 (-1.74%)
VolumeN/A
Net Assets69.92M
Principal MidCap R5
Price$44.03
Change-$0.70 (-1.56%)
VolumeN/A
Net Assets31.99B
GIUIX vs PMBPX Comparison Chart in %
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GIUIX vs. PMBPX commentary
Nov 14, 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 StrongBuy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. GIUIX (69.9M). GIUIX pays higher dividends than PMBPX: GIUIX (2.76) vs PMBPX (0.01). GIUIX was incepted earlier than PMBPX: GIUIX (14 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). GIUIX annual gain was more profitable for investors over the last year : -2.98 vs. PMBPX (-4.82). PMBPX return over 5 years is better than : 31.53 vs. GIUIX (-19.34).
GIUIXPMBPXGIUIX / PMBPX
Total Expense Ratio1.260.83152%
Annual Report Gross Expense Ratio1.260.83152%
Fund Existence14 years25 years-
Gain YTD1.8582.92264%
Front LoadN/AN/A-
Min. Initial Investment20000000-
Min. Initial Investment IRAN/AN/A-
Net Assets69.9M32B0%
Annual Yield % from dividends2.760.0134,816%
Returns for 1 year-2.98-4.8262%
Returns for 3 years3.2434.829%
Returns for 5 years-19.3431.53-61%
Returns for 10 years-2.11106.99-2%
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