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ADJEX vs PCBIX
ADJEX vs PCBIX Comparison
Open Charts ADJEX vs PCBIX
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.05B
ADJEX vs PCBIX Comparison Chart in %
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ADJEX vs. PCBIX commentary
Sep 09, 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 ADJEX is a StrongBuy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. ADJEX (149M). PCBIX pays higher dividends than ADJEX: PCBIX (0.12) vs ADJEX (0.00). ADJEX was incepted earlier than PCBIX: ADJEX (25 years) vs PCBIX (25 years). ADJEX (1.14) is less costly to investors than PCBIX (0.67). ADJEX is a more actively managed with annual turnover of: 24.49 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than ADJEX: PCBIX (0) vs ADJEX (1000). PCBIX annual gain was more profitable for investors over the last year : 9.41 vs. ADJEX (3.69). PCBIX return over 5 years is better than : 49.14 vs. ADJEX (4.45).
| ADJEX | PCBIX | ADJEX / PCBIX | |
| Total Expense Ratio | 0.99 | 0.67 | 148% |
| Annual Report Gross Expense Ratio | 1.14 | 0.67 | 170% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 6.600 | 7.135 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 33B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 3.69 | 9.41 | 39% |
| Returns for 3 years | 23.34 | 47.03 | 50% |
| Returns for 5 years | 4.45 | 49.14 | 9% |
| Returns for 10 years | 34.71 | 116.70 | 30% |
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