INSIX
Price
$26.52
Change
+$0.46 (+1.77%)
Updated
Oct 20 closing price
Net Assets
18.2M
PMBCX
Price
$35.96
Change
+$0.32 (+0.90%)
Updated
Oct 20 closing price
Net Assets
31.93B
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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$26.52
Change+$0.46 (+1.77%)
VolumeN/A
Net Assets18.2M
Principal MidCap C
Price$35.96
Change+$0.32 (+0.90%)
VolumeN/A
Net Assets31.93B
INSIX vs PMBCX Comparison Chart in %
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INSIX vs. PMBCX commentary
Oct 21, 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 Hold and PMBCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.9B vs. INSIX (18.2M). INSIX (0.00) and PMBCX (0.00) have matching dividends . INSIX was incepted earlier than PMBCX: INSIX (11 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 : 18.55 vs. PMBCX (-3.88). PMBCX return over 5 years is better than : 28.94 vs. INSIX (21.82).
INSIXPMBCXINSIX / PMBCX
Total Expense Ratio1.281.7573%
Annual Report Gross Expense Ratio1.971.75113%
Fund Existence11 years19 years-
Gain YTD23.5212.450960%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets18.2M31.9B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year18.55-3.88-479%
Returns for 3 years116.8445.94254%
Returns for 5 years21.8228.9475%
Returns for 10 years87.8274.22118%
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