Interact to see
Advertisement
Advertisement
HFMSX vs PCBIX
HFMSX vs PCBIX Comparison
Open Charts HFMSX vs PCBIX
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.05B
HFMSX vs PCBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HFMSX vs. PCBIX commentary
Sep 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. HFMSX (4.58B). 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 : 9.41 vs. HFMSX (6.51). PCBIX return over 5 years is better than : 49.14 vs. HFMSX (-6.61).
| 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 | 5.576 | 7.135 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 33B | 14% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 6.51 | 9.41 | 69% |
| Returns for 3 years | 10.61 | 47.03 | 23% |
| Returns for 5 years | -6.61 | 49.14 | -13% |
| Returns for 10 years | 16.13 | 116.70 | 14% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers