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HFMSX vs PCBIX
HFMSX vs PCBIX Comparison
Open Charts HFMSX vs PCBIX
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
HFMSX vs PCBIX Comparison Chart in %
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HFMSX 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 HFMSX is a Hold and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. HFMSX (4.53B). PCBIX pays higher dividends than HFMSX: PCBIX (0.12) vs HFMSX (0.00). HFMSX was incepted earlier than PCBIX: HFMSX (16 years) vs PCBIX (24 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 : 9.35 vs. HFMSX (3.53). PCBIX return over 5 years is better than : 46.92 vs. HFMSX (-10.93).
| 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 | 24 years | - |
| Gain YTD | 3.178 | 5.901 | 54% |
| 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 | 3.53 | 9.35 | 38% |
| Returns for 3 years | -3.66 | 31.62 | -12% |
| Returns for 5 years | -10.93 | 46.92 | -23% |
| Returns for 10 years | 7.60 | 101.31 | 8% |
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