INSIX
Price
$25.19
Change
+$0.46 (+1.86%)
Updated
Dec 3 closing price
Net Assets
18.94M
PEMGX
Price
$43.50
Change
+$0.35 (+0.81%)
Updated
Dec 3 closing price
Net Assets
31.57B
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INSIX vs PEMGX

Header iconINSIX vs PEMGX Comparison
Open Charts INSIX vs PEMGXBanner chart's image
Catalyst Insider Buying I
Price$25.19
Change+$0.46 (+1.86%)
VolumeN/A
Net Assets18.94M
Principal MidCap A
Price$43.50
Change+$0.35 (+0.81%)
VolumeN/A
Net Assets31.57B
INSIX vs PEMGX Comparison Chart in %
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INSIX vs. PEMGX 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 PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.6B vs. INSIX (18.9M). INSIX (0.00) and PEMGX (0.00) have matching dividends . INSIX was incepted earlier than PEMGX: INSIX (12 years) vs PEMGX (20 years). INSIX (1.97) is less costly to investors than PEMGX (0.91). INSIX is a more actively managed with annual turnover of: 76.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than INSIX: PEMGX (1000) vs INSIX (2500). INSIX annual gain was more profitable for investors over the last year : 10.73 vs. PEMGX (-7.41). PEMGX return over 5 years is better than : 25.07 vs. INSIX (12.91).
INSIXPEMGXINSIX / PEMGX
Total Expense Ratio1.280.91141%
Annual Report Gross Expense Ratio1.970.91216%
Fund Existence12 years20 years-
Gain YTD17.3272.065839%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets18.9M31.6B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year10.73-7.41-145%
Returns for 3 years73.7232.06230%
Returns for 5 years12.9125.0751%
Returns for 10 years76.9094.3082%
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