INSIX
Price
$24.71
Change
+$0.09 (+0.37%)
Updated
Jul 25 closing price
Net Assets
17.06M
PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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INSIX vs PMBJX

Header iconINSIX vs PMBJX Comparison
Open Charts INSIX vs PMBJXBanner chart's image
Catalyst Insider Buying I
Price$24.71
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets17.06M
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
INSIX vs PMBJX Comparison Chart in %
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INSIX vs. PMBJX commentary
Jul 28, 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 Buy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. INSIX (17.1M). PMBJX pays higher dividends than INSIX: PMBJX (0.06) vs INSIX (0.00). INSIX was incepted earlier than PMBJX: INSIX (11 years) vs PMBJX (24 years). INSIX (1.97) is less costly to investors than PMBJX (0.78). INSIX is a more actively managed with annual turnover of: 183.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than INSIX: PMBJX (1000) vs INSIX (2500). INSIX annual gain was more profitable for investors over the last year : 20.13 vs. PMBJX (13.47). PMBJX return over 5 years is better than : 55.02 vs. INSIX (26.14).
INSIXPMBJXINSIX / PMBJX
Total Expense Ratio1.280.78164%
Annual Report Gross Expense Ratio1.970.78253%
Fund Existence11 years24 years-
Gain YTD15.0918.650174%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets17.1M33.2B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year20.1313.47149%
Returns for 3 years96.1148.88197%
Returns for 5 years26.1455.0248%
Returns for 10 years62.35103.2660%
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