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HFMSX vs PCBIX
HFMSX vs PCBIX Comparison
Open Charts HFMSX vs PCBIX
Principal MidCap Institutional
Price$45.92
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets31.95B
HFMSX vs PCBIX Comparison Chart in %
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HFMSX 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 HFMSX is a Hold and PCBIX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. HFMSX (4.21B). PCBIX pays higher dividends than HFMSX: PCBIX (0.12) vs HFMSX (0.00). HFMSX was incepted earlier than PCBIX: HFMSX (16 years) vs PCBIX (25 years). HFMSX (1.17) is less costly to investors than PCBIX (0.67). HFMSX is a more actively managed with annual turnover of: 51.00 vs. PCBIX (10.50). HFMSX (0) and PCBIX (0) have matching initial minimum investment requirements. PCBIX annual gain was more profitable for investors over the last year : -4.65 vs. HFMSX (-7.92). PCBIX return over 5 years is better than : 33.05 vs. HFMSX (-20.22).
| HFMSX | PCBIX | HFMSX / PCBIX | |
| Total Expense Ratio | 1.17 | 0.67 | 175% |
| Annual Report Gross Expense Ratio | 1.17 | 0.67 | 175% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 0.748 | 3.029 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.21B | 32B | 13% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | -7.92 | -4.65 | 170% |
| Returns for 3 years | 1.60 | 35.68 | 4% |
| Returns for 5 years | -20.22 | 33.05 | -61% |
| Returns for 10 years | 10.89 | 111.81 | 10% |
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