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INSIX vs PCBIX
INSIX vs PCBIX Comparison
Open Charts INSIX vs PCBIX
Catalyst Insider Buying I
Price$25.19
Change+$0.46 (+1.86%)
VolumeN/A
Net Assets18.94M
Principal MidCap Institutional
Price$45.58
Change+$0.35 (+0.77%)
VolumeN/A
Net Assets31.57B
INSIX vs PCBIX Comparison Chart in %
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INSIX vs. PCBIX commentary
Dec 05, 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 StrongBuy and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.6B vs. INSIX (18.9M). 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 (1.97) 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 : 10.73 vs. PCBIX (-7.09). PCBIX return over 5 years is better than : 27.49 vs. INSIX (12.91).
| INSIX | PCBIX | INSIX / PCBIX | |
| Total Expense Ratio | 1.28 | 0.67 | 191% |
| Annual Report Gross Expense Ratio | 1.97 | 0.67 | 294% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 17.327 | 2.266 | 765% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9M | 31.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 10.73 | -7.09 | -151% |
| Returns for 3 years | 73.72 | 33.49 | 220% |
| Returns for 5 years | 12.91 | 27.49 | 47% |
| Returns for 10 years | 76.90 | 102.14 | 75% |