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CHCZX vs PCBIX
CHCZX vs PCBIX Comparison
Open Charts CHCZX vs PCBIX
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
CHCZX vs PCBIX Comparison Chart in %
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CHCZX vs. PCBIX commentary
Nov 14, 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 Hold and PCBIX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. CHCZX (2.6B). 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: 80.00 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 : -4.24 vs. PCBIX (-4.65). PCBIX return over 5 years is better than : 33.05 vs. CHCZX (-15.46).
| 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 | 1.061 | 3.029 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.6B | 32B | 8% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | -4.24 | -4.65 | 91% |
| Returns for 3 years | 35.02 | 35.68 | 98% |
| Returns for 5 years | -15.46 | 33.05 | -47% |
| Returns for 10 years | 42.71 | 111.81 | 38% |
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