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INSAX vs PCBIX
INSAX vs PCBIX Comparison
Open Charts INSAX vs PCBIX
Catalyst Insider Buying A
Price$25.41
Change+$0.53 (+2.13%)
VolumeN/A
Net Assets17.65M
Principal MidCap Institutional
Price$48.18
Change+$0.43 (+0.90%)
VolumeN/A
Net Assets33.36B
INSAX vs PCBIX Comparison Chart in %
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INSAX vs. PCBIX commentary
Sep 09, 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 Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33.4B vs. INSAX (17.6M). 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: 183.00 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 : 29.38 vs. PCBIX (11.52). PCBIX return over 5 years is better than : 51.28 vs. INSAX (26.67).
| 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 | 21.463 | 8.100 | 265% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6M | 33.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 29.38 | 11.52 | 255% |
| Returns for 3 years | 81.89 | 42.27 | 194% |
| Returns for 5 years | 26.67 | 51.28 | 52% |
| Returns for 10 years | 77.94 | 120.63 | 65% |
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