INSIX
Price
$25.61
Change
+$0.01 (+0.04%)
Updated
Jan 14 closing price
Net Assets
19.23M
PMBCX
Price
$33.62
Change
-$0.06 (-0.18%)
Updated
Jan 14 closing price
Net Assets
31.35B
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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$25.61
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets19.23M
Principal MidCap C
Price$33.62
Change-$0.06 (-0.18%)
VolumeN/A
Net Assets31.35B
INSIX vs PMBCX Comparison Chart in %
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INSIX vs. PMBCX commentary
Jan 15, 2026

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 Hold and PMBCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.3B vs. INSIX (19.2M). INSIX (0.00) and PMBCX (0.00) have matching dividends . INSIX was incepted earlier than PMBCX: INSIX (12 years) vs PMBCX (19 years). INSIX (2.18) 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 : 24.02 vs. PMBCX (-3.50). PMBCX return over 5 years is better than : 10.81 vs. INSIX (7.38).
INSIXPMBCXINSIX / PMBCX
Total Expense Ratio1.281.7573%
Annual Report Gross Expense Ratio2.181.75125%
Fund Existence12 years19 years-
Gain YTD3.1002.438127%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets19.2M31.3B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year24.02-3.50-686%
Returns for 3 years86.5324.56352%
Returns for 5 years7.3810.8168%
Returns for 10 years102.6196.15107%
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