Principal SAM Balanced Inst (PSBIX) Stock Price & Analysis
Principal SAM Balanced Inst (PSBIX) closed at USD 17.01 on Friday, October 23, 2026, down 0.23% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 17.05; the Oct 23, 2026 session ranged USD 17.01–17.01 on volume of 0 shares. Market capitalization is —, with a 52-week range of USD 15.62–17.76 (NAS). Source: Nexqual, retrieved October 24, 2026 at 21:23 UTC.
Also available as compact Markdown for AI agents: nexqual.com/PSBIX.md
Key facts (PSBIX)
- Total return with dividends: 1Y +8.1% vs S&P 500 +13.4%; 5Y +34.8% vs S&P 500 +76.9%.
Total return (dividends reinvested) (PSBIX)
| 1Y (from 2025-10-24) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +8.1% | +34.8% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +8.2% | +6.2% |
| Volatility (annualized) | 9.0% | 10.7% |
| Max drawdown | -6.6% (Feb 2026→Mar 2026) | -22.0% (Nov 2021→Oct 2022) |
Key Statistics (as of October 24, 2026 at 21:23 UTC)
| Price | USD 17.01 |
|---|---|
| Change | ▼ 0.23% (down) |
| Previous Close | USD 17.05 |
| Open | USD 17.01 |
| Day Range | USD 17.01 – 17.01 |
| 52-Week Range | USD 15.62 – 17.76 |
| Volume | 0 shares |
| Market Cap | — |
| Exchange | NAS |
Technical Analysis (PSBIX)
Nexqual's technical model rates PSBIX "SELL" based on 1 bullish and 5 bearish signals across 127 daily candles, as of October 24, 2026 at 21:23 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 39.68 (neutral) |
| vs SMA50 | Below (USD 17.28) |
| MACD | -0.05 (negative) |
Financial Health Score (PSBIX)
Nexqual rates Principal SAM Balanced Inst's overall financial health "Mixed" across five dimensions, as of October 24, 2026 at 21:23 UTC.
| Growth | Mixed — No data |
|---|---|
| Profitability | Mixed — No data |
| Balance Sheet | Mixed — No data |
| Cash Flow | Mixed — No data |
| Efficiency | Mixed — No data |
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| PMBIX | PIMCO Total Return II Fund Inst | USD 8.06 | ▼ 0% |
| JAIGX | Janus Henderson Overseas Portfo | USD 59.87 | ▲ 0% |
| PEIIX | Principal Fds, Inc. Equity Inco | USD 45.94 | ▲ 0% |
| PIFIX | Principal Fds, Inc. Strategic A | USD 12.74 | ▲ 0% |
| MSFKX | MFS Total Return Fund Class R6 | USD 20.28 | ▼ 0% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 24, 2026 at 21:23 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt