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INSAX vs PCBIX
INSAX vs PCBIX Comparison
Open Charts INSAX vs PCBIX
Catalyst Insider Buying A
Price$23.99
Change-$0.85 (-3.42%)
VolumeN/A
Net Assets19.01M
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
INSAX vs PCBIX Comparison Chart in %
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INSAX vs. PCBIX 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 INSAX is a Hold and PCBIX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. INSAX (19M). PCBIX pays higher dividends than INSAX: PCBIX (0.12) vs INSAX (0.00). INSAX was incepted earlier than PCBIX: INSAX (14 years) vs PCBIX (25 years). INSAX (2.24) is less costly to investors than PCBIX (0.67). INSAX is a more actively managed with annual turnover of: 76.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than INSAX: PCBIX (0) vs INSAX (2500). INSAX annual gain was more profitable for investors over the last year : 8.65 vs. PCBIX (-4.65). PCBIX return over 5 years is better than : 33.05 vs. INSAX (17.60).
| INSAX | PCBIX | INSAX / PCBIX | |
| Total Expense Ratio | 1.53 | 0.67 | 228% |
| Annual Report Gross Expense Ratio | 2.24 | 0.67 | 334% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 14.675 | 3.029 | 484% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19M | 32B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 8.65 | -4.65 | -186% |
| Returns for 3 years | 76.40 | 35.68 | 214% |
| Returns for 5 years | 17.60 | 33.05 | 53% |
| Returns for 10 years | 75.75 | 111.81 | 68% |
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