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BGRFX vs PCBIX
BGRFX vs PCBIX Comparison
Open Charts BGRFX vs PCBIX
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
BGRFX vs PCBIX Comparison Chart in %
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BGRFX vs. PCBIX commentary
Aug 18, 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 BGRFX is a Hold and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. BGRFX (5.54B). PCBIX pays higher dividends than BGRFX: PCBIX (0.12) vs BGRFX (0.00). BGRFX was incepted earlier than PCBIX: BGRFX (31 years) vs PCBIX (24 years). BGRFX (1.34) is less costly to investors than PCBIX (0.67). PCBIX is a more actively managed with annual turnover of: 10.50 vs. BGRFX (0.00). PCBIX has a lower initial minimum investment than BGRFX: PCBIX (0) vs BGRFX (2000). PCBIX annual gain was more profitable for investors over the last year : 9.35 vs. BGRFX (-16.91). PCBIX return over 5 years is better than : 46.92 vs. BGRFX (-10.71).
| BGRFX | PCBIX | BGRFX / PCBIX | |
| Total Expense Ratio | 1.34 | 0.67 | 200% |
| Annual Report Gross Expense Ratio | 1.34 | 0.67 | 200% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | -9.206 | 5.901 | -156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.54B | 32.5B | 17% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | -16.91 | 9.35 | -181% |
| Returns for 3 years | -13.82 | 31.62 | -44% |
| Returns for 5 years | -10.71 | 46.92 | -23% |
| Returns for 10 years | 8.84 | 101.31 | 9% |
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