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BARIX vs PCBIX
BARIX vs PCBIX Comparison
Open Charts BARIX vs PCBIX
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.05B
BARIX vs PCBIX Comparison Chart in %
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BARIX vs. PCBIX commentary
Sep 08, 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 BARIX is a StrongBuy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. BARIX (4.03B). PCBIX pays higher dividends than BARIX: PCBIX (0.12) vs BARIX (0.00). BARIX was incepted earlier than PCBIX: BARIX (16 years) vs PCBIX (25 years). BARIX (1.04) is less costly to investors than PCBIX (0.67). PCBIX is a more actively managed with annual turnover of: 10.50 vs. BARIX (4.00). PCBIX has a lower initial minimum investment than BARIX: PCBIX (0) vs BARIX (1000000). PCBIX annual gain was more profitable for investors over the last year : 9.41 vs. BARIX (-7.42). PCBIX return over 5 years is better than : 49.14 vs. BARIX (-0.81).
| BARIX | PCBIX | BARIX / PCBIX | |
| Total Expense Ratio | 1.04 | 0.67 | 155% |
| Annual Report Gross Expense Ratio | 1.04 | 0.67 | 155% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 3.403 | 7.135 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.03B | 33B | 12% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | -7.42 | 9.41 | -79% |
| Returns for 3 years | 15.39 | 47.03 | 33% |
| Returns for 5 years | -0.81 | 49.14 | -2% |
| Returns for 10 years | 56.06 | 116.70 | 48% |
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