INSIX
Price
$25.19
Change
+$0.46 (+1.86%)
Updated
Dec 3 closing price
Net Assets
18.94M
PMBCX
Price
$35.55
Change
+$0.28 (+0.79%)
Updated
Dec 3 closing price
Net Assets
31.57B
Interact to see
Advertisement

INSIX vs PMBCX

Header iconINSIX vs PMBCX Comparison
Open Charts INSIX vs PMBCXBanner chart's image
Catalyst Insider Buying I
Price$25.19
Change+$0.46 (+1.86%)
VolumeN/A
Net Assets18.94M
Principal MidCap C
Price$35.55
Change+$0.28 (+0.79%)
VolumeN/A
Net Assets31.57B
INSIX vs PMBCX Comparison Chart in %
View a ticker or compare two or three
VS
INSIX vs. PMBCX 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 PMBCX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.6B vs. INSIX (18.9M). INSIX (0.00) and PMBCX (0.00) have matching dividends . INSIX was incepted earlier than PMBCX: INSIX (12 years) vs PMBCX (19 years). INSIX (1.97) is less costly to investors than PMBCX (1.75). INSIX is a more actively managed with annual turnover of: 76.00 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 : 10.73 vs. PMBCX (-8.78). PMBCX return over 5 years is better than : 16.44 vs. INSIX (12.91).
INSIXPMBCXINSIX / PMBCX
Total Expense Ratio1.281.7573%
Annual Report Gross Expense Ratio1.971.75113%
Fund Existence12 years19 years-
Gain YTD17.3271.2821,351%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets18.9M31.6B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year10.73-8.78-122%
Returns for 3 years73.7226.65277%
Returns for 5 years12.9116.4479%
Returns for 10 years76.9069.61110%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
BP37.240.88
+2.42%
BP plc
WVE7.140.15
+2.15%
Wave Life Sciences Ltd
HOMB28.460.50
+1.79%
Home BancShares
CVEO22.090.19
+0.87%
Civeo Corp
PXS2.91-0.05
-1.70%
Pyxis Tankers