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HFMTX vs PCBIX
HFMTX vs PCBIX Comparison
Open Charts HFMTX vs PCBIX
Principal MidCap Institutional
Price$48.18
Change+$0.43 (+0.90%)
VolumeN/A
Net Assets33.36B
HFMTX vs PCBIX Comparison Chart in %
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HFMTX 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 HFMTX is a Hold and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33.4B vs. HFMTX (4.61B). PCBIX pays higher dividends than HFMTX: PCBIX (0.12) vs HFMTX (0.00). HFMTX was incepted earlier than PCBIX: HFMTX (16 years) vs PCBIX (25 years). HFMTX (0.87) is less costly to investors than PCBIX (0.67). HFMTX is a more actively managed with annual turnover of: 51.00 vs. PCBIX (10.50). HFMTX (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. HFMTX (7.14). PCBIX return over 5 years is better than : 49.14 vs. HFMTX (-3.69).
| HFMTX | PCBIX | HFMTX / PCBIX | |
| Total Expense Ratio | 0.87 | 0.67 | 130% |
| Annual Report Gross Expense Ratio | 0.87 | 0.67 | 130% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 5.791 | 7.135 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.61B | 33.4B | 14% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 7.14 | 9.41 | 76% |
| Returns for 3 years | 12.43 | 47.03 | 26% |
| Returns for 5 years | -3.69 | 49.14 | -8% |
| Returns for 10 years | 22.42 | 116.70 | 19% |
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