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CHCZX vs PCBIX
CHCZX vs PCBIX Comparison
Open Charts CHCZX vs PCBIX
Principal MidCap Institutional
Price$47.05
Change+$0.35 (+0.75%)
VolumeN/A
Net Assets33.04B
CHCZX vs PCBIX Comparison Chart in %
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CHCZX vs. PCBIX commentary
Sep 29, 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 CHCZX is a Buy and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. CHCZX (2.58B). PCBIX pays higher dividends than CHCZX: PCBIX (0.12) vs CHCZX (0.00). CHCZX was incepted earlier than PCBIX: CHCZX (11 years) vs PCBIX (25 years). CHCZX (0.67) and PCBIX (0.67) have similar cost to investors . CHCZX is a more actively managed with annual turnover of: 79.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than CHCZX: PCBIX (0) vs CHCZX (2000000). CHCZX annual gain was more profitable for investors over the last year : 4.68 vs. PCBIX (2.82). PCBIX return over 5 years is better than : 50.47 vs. CHCZX (-2.22).
| CHCZX | PCBIX | CHCZX / PCBIX | |
| Total Expense Ratio | 0.67 | 0.67 | 100% |
| Annual Report Gross Expense Ratio | 0.67 | 0.67 | 100% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 3.409 | 5.564 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.58B | 33B | 8% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 4.68 | 2.82 | 166% |
| Returns for 3 years | 51.67 | 57.35 | 90% |
| Returns for 5 years | -2.22 | 50.47 | -4% |
| Returns for 10 years | 56.74 | 128.47 | 44% |
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