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INSIX vs PCBIX
INSIX vs PCBIX Comparison
Open Charts INSIX vs PCBIX
Catalyst Insider Buying I
Price$25.32
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets19.05M
Principal MidCap Institutional
Price$43.52
Change+$0.11 (+0.25%)
VolumeN/A
Net Assets31.09B
INSIX vs PCBIX Comparison Chart in %
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INSIX vs. PCBIX commentary
Dec 25, 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 INSIX is a Hold and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.1B vs. INSIX (19M). PCBIX pays higher dividends than INSIX: PCBIX (0.12) vs INSIX (0.00). INSIX was incepted earlier than PCBIX: INSIX (12 years) vs PCBIX (25 years). INSIX (2.18) is less costly to investors than PCBIX (0.67). INSIX is a more actively managed with annual turnover of: 76.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than INSIX: PCBIX (0) vs INSIX (2500). INSIX annual gain was more profitable for investors over the last year : 15.25 vs. PCBIX (-4.33). PCBIX return over 5 years is better than : 21.83 vs. INSIX (5.19).
| INSIX | PCBIX | INSIX / PCBIX | |
| Total Expense Ratio | 1.28 | 0.67 | 191% |
| Annual Report Gross Expense Ratio | 2.18 | 0.67 | 325% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 17.932 | -2.356 | -761% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19M | 31.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 15.25 | -4.33 | -352% |
| Returns for 3 years | 87.56 | 39.90 | 219% |
| Returns for 5 years | 5.19 | 21.83 | 24% |
| Returns for 10 years | 80.21 | 110.45 | 73% |
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