INSIX
Price
$23.13
Change
-$0.26 (-1.11%)
Updated
Jun 13 closing price
Net Assets
16.13M
PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
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INSIX vs PMBMX

Header iconINSIX vs PMBMX Comparison
Open Charts INSIX vs PMBMXBanner chart's image
Catalyst Insider Buying I
Price$23.13
Change-$0.26 (-1.11%)
VolumeN/A
Net Assets16.13M
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
INSIX vs PMBMX Comparison Chart
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INSIX vs. PMBMX commentary
Jun 16, 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. INSIX (16.1M). PMBMX pays higher dividends than INSIX: PMBMX (0.02) vs INSIX (0.00). INSIX was incepted earlier than PMBMX: INSIX (11 years) vs PMBMX (25 years). INSIX (1.97) is less costly to investors than PMBMX (1.14). INSIX is a more actively managed with annual turnover of: 183.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than INSIX: PMBMX (0) vs INSIX (2500). PMBMX annual gain was more profitable for investors over the last year : 9.71 vs. INSIX (9.00). PMBMX return over 5 years is better than : 50.58 vs. INSIX (32.25).
INSIXPMBMXINSIX / PMBMX
Total Expense Ratio1.281.14112%
Annual Report Gross Expense Ratio1.971.14173%
Fund Existence11 years25 years-
Gain YTD7.7321.787433%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1M30.6B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year9.009.7193%
Returns for 3 years111.4347.38235%
Returns for 5 years32.2550.5864%
Returns for 10 years50.4983.5460%
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