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INSIX vs PCBIX
INSIX vs PCBIX Comparison
Open Charts INSIX vs PCBIX
Catalyst Insider Buying I
Price$25.64
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets17.74M
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
INSIX vs PCBIX Comparison Chart in %
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INSIX vs. PCBIX commentary
Aug 18, 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 Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. INSIX (17.7M). PCBIX pays higher dividends than INSIX: PCBIX (0.12) vs INSIX (0.00). INSIX was incepted earlier than PCBIX: INSIX (11 years) vs PCBIX (24 years). INSIX (1.97) is less costly to investors than PCBIX (0.67). INSIX is a more actively managed with annual turnover of: 183.00 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 : 20.09 vs. PCBIX (9.35). PCBIX return over 5 years is better than : 46.92 vs. INSIX (30.35).
| INSIX | PCBIX | INSIX / PCBIX | |
| Total Expense Ratio | 1.28 | 0.67 | 191% |
| Annual Report Gross Expense Ratio | 1.97 | 0.67 | 294% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 19.422 | 5.901 | 329% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7M | 32.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 20.09 | 9.35 | 215% |
| Returns for 3 years | 70.48 | 31.62 | 223% |
| Returns for 5 years | 30.35 | 46.92 | 65% |
| Returns for 10 years | 68.02 | 101.31 | 67% |
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