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HFMRX vs PCBIX
HFMRX vs PCBIX Comparison
Open Charts HFMRX vs PCBIX
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
HFMRX vs PCBIX Comparison Chart in %
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HFMRX 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 HFMRX is a Hold and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. HFMRX (4.53B). PCBIX pays higher dividends than HFMRX: PCBIX (0.12) vs HFMRX (0.00). HFMRX was incepted earlier than PCBIX: HFMRX (16 years) vs PCBIX (24 years). HFMRX (1.47) is less costly to investors than PCBIX (0.67). HFMRX is a more actively managed with annual turnover of: 51.00 vs. PCBIX (10.50). HFMRX (0) and PCBIX (0) have matching initial minimum investment requirements. PCBIX annual gain was more profitable for investors over the last year : 9.35 vs. HFMRX (2.78). PCBIX return over 5 years is better than : 46.92 vs. HFMRX (-14.33).
| HFMRX | PCBIX | HFMRX / PCBIX | |
| Total Expense Ratio | 1.47 | 0.67 | 219% |
| Annual Report Gross Expense Ratio | 1.47 | 0.67 | 219% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 2.985 | 5.901 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 32.5B | 14% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 2.78 | 9.35 | 30% |
| Returns for 3 years | -5.66 | 31.62 | -18% |
| Returns for 5 years | -14.33 | 46.92 | -31% |
| Returns for 10 years | 0.83 | 101.31 | 1% |
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