INSIX
Price
$24.46
Change
+$0.39 (+1.62%)
Updated
Jul 3 closing price
Net Assets
16.98M
PMBCX
Price
$37.40
Change
+$0.38 (+1.03%)
Updated
Jul 3 closing price
Net Assets
32.28B
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INSIX vs PMBCX

Header iconINSIX vs PMBCX Comparison
Open Charts INSIX vs PMBCXBanner chart's image
Catalyst Insider Buying I
Price$24.46
Change+$0.39 (+1.62%)
VolumeN/A
Net Assets16.98M
Principal MidCap C
Price$37.40
Change+$0.38 (+1.03%)
VolumeN/A
Net Assets32.28B
INSIX vs PMBCX Comparison Chart in %
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INSIX vs. PMBCX commentary
Jul 06, 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 PMBCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. INSIX (17M). INSIX (0.00) and PMBCX (0.00) have matching dividends . INSIX was incepted earlier than PMBCX: INSIX (11 years) vs PMBCX (18 years). INSIX (1.97) is less costly to investors than PMBCX (1.75). INSIX is a more actively managed with annual turnover of: 183.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than INSIX: PMBCX (1000) vs INSIX (2500). INSIX annual gain was more profitable for investors over the last year : 14.67 vs. PMBCX (13.57). PMBCX return over 5 years is better than : 47.59 vs. INSIX (27.00).
INSIXPMBCXINSIX / PMBCX
Total Expense Ratio1.281.7573%
Annual Report Gross Expense Ratio1.971.75113%
Fund Existence11 years18 years-
Gain YTD13.9266.553213%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets17M32.3B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year14.6713.57108%
Returns for 3 years106.4145.58233%
Returns for 5 years27.0047.5957%
Returns for 10 years61.8875.6782%
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