APHMX
Price
$46.09
Change
+$0.13 (+0.28%)
Updated
Aug 15 closing price
Net Assets
3.69B
PCBIX
Price
$47.20
Change
-$0.14 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
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APHMX vs PCBIX

Header iconAPHMX vs PCBIX Comparison
Open Charts APHMX vs PCBIXBanner chart's image
Artisan Mid Cap Institutional
Price$46.09
Change+$0.13 (+0.28%)
VolumeN/A
Net Assets3.69B
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
APHMX vs PCBIX Comparison Chart in %
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APHMX vs. PCBIX commentary
Aug 17, 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 APHMX is a StrongBuy and PCBIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. APHMX (3.69B). PCBIX pays higher dividends than APHMX: PCBIX (0.12) vs APHMX (0.00). APHMX was incepted earlier than PCBIX: APHMX (25 years) vs PCBIX (24 years). APHMX (0.96) is less costly to investors than PCBIX (0.67). APHMX is a more actively managed with annual turnover of: 44.94 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than APHMX: PCBIX (0) vs APHMX (1000000). PCBIX annual gain was more profitable for investors over the last year : 9.35 vs. APHMX (7.91). PCBIX return over 5 years is better than : 46.92 vs. APHMX (-10.62).
APHMXPCBIXAPHMX / PCBIX
Total Expense Ratio0.960.67143%
Annual Report Gross Expense Ratio0.960.67143%
Fund Existence25 years24 years-
Gain YTD10.7405.901182%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.69B32.5B11%
Annual Yield % from dividends0.000.12-
Returns for 1 year7.919.3585%
Returns for 3 years10.0731.6232%
Returns for 5 years-10.6246.92-23%
Returns for 10 years-10.34101.31-10%
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