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HMDFX vs PCBIX
HMDFX vs PCBIX Comparison
Open Charts HMDFX vs PCBIX
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
HMDFX vs PCBIX Comparison Chart in %
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HMDFX 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 HMDFX is a Hold and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. HMDFX (4.53B). PCBIX pays higher dividends than HMDFX: PCBIX (0.12) vs HMDFX (0.00). HMDFX was incepted earlier than PCBIX: HMDFX (8 years) vs PCBIX (24 years). HMDFX (0.76) is less costly to investors than PCBIX (0.67). HMDFX is a more actively managed with annual turnover of: 51.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than HMDFX: PCBIX (0) vs HMDFX (1000000). PCBIX annual gain was more profitable for investors over the last year : 9.35 vs. HMDFX (3.11). PCBIX return over 5 years is better than : 46.92 vs. HMDFX (-13.74).
| HMDFX | PCBIX | HMDFX / PCBIX | |
| Total Expense Ratio | 0.76 | 0.67 | 113% |
| Annual Report Gross Expense Ratio | 0.76 | 0.67 | 113% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 3.451 | 5.901 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 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 | 3.11 | 9.35 | 33% |
| Returns for 3 years | -4.83 | 31.62 | -15% |
| Returns for 5 years | -13.74 | 46.92 | -29% |
| Returns for 10 years | N/A | 101.31 | - |
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