INSIX
Price
$24.46
Change
+$0.39 (+1.62%)
Updated
Jul 3 closing price
Net Assets
16.98M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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INSIX vs PMBPX

Header iconINSIX vs PMBPX Comparison
Open Charts INSIX vs PMBPXBanner chart's image
Catalyst Insider Buying I
Price$24.46
Change+$0.39 (+1.62%)
VolumeN/A
Net Assets16.98M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
INSIX vs PMBPX Comparison Chart in %
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INSIX vs. PMBPX commentary
Jul 06, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. INSIX (17M). PMBPX pays higher dividends than INSIX: PMBPX (0.01) vs INSIX (0.00). INSIX was incepted earlier than PMBPX: INSIX (11 years) vs PMBPX (25 years). INSIX (1.97) is less costly to investors than PMBPX (0.83). INSIX is a more actively managed with annual turnover of: 183.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than INSIX: PMBPX (0) vs INSIX (2500). PMBPX (15.41) and INSIX (14.67) have marching annual gain over last year. PMBPX return over 5 years is better than : 59.60 vs. INSIX (27.00).
INSIXPMBPXINSIX / PMBPX
Total Expense Ratio1.280.83154%
Annual Report Gross Expense Ratio1.970.83237%
Fund Existence11 years25 years-
Gain YTD13.9267.041198%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets17M32.3B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year14.6715.4195%
Returns for 3 years106.4152.39203%
Returns for 5 years27.0059.6045%
Returns for 10 years61.88104.4659%
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