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INSIX vs PCBIX
INSIX vs PCBIX Comparison
Open Charts INSIX vs PCBIX
Catalyst Insider Buying I
Price$25.70
Change+$0.28 (+1.10%)
VolumeN/A
Net Assets17.65M
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.05B
INSIX vs PCBIX Comparison Chart in %
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INSIX 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 INSIX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. INSIX (17.6M). PCBIX pays higher dividends than INSIX: PCBIX (0.12) vs INSIX (0.00). INSIX was incepted earlier than PCBIX: INSIX (11 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: 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 : 24.72 vs. PCBIX (9.41). PCBIX return over 5 years is better than : 49.14 vs. INSIX (26.01).
| 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 | 25 years | - |
| Gain YTD | 19.143 | 7.135 | 268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6M | 33B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 24.72 | 9.41 | 263% |
| Returns for 3 years | 88.09 | 47.03 | 187% |
| Returns for 5 years | 26.01 | 49.14 | 53% |
| Returns for 10 years | 78.63 | 116.70 | 67% |
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