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JAAGX vs PCBIX
JAAGX vs PCBIX Comparison
Open Charts JAAGX vs PCBIX
Janus Henderson VIT Enterprise Instl
Price$82.45
Change+$0.52 (+0.63%)
VolumeN/A
Net Assets1.8B
Principal MidCap Institutional
Price$48.46
Change+$0.35 (+0.73%)
VolumeN/A
Net Assets33.21B
JAAGX vs PCBIX Comparison Chart in %
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JAAGX vs. PCBIX commentary
Jul 27, 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 JAAGX is a Hold and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33.2B vs. JAAGX (1.8B). JAAGX pays higher dividends than PCBIX: JAAGX (0.27) vs PCBIX (0.12). JAAGX was incepted earlier than PCBIX: JAAGX (32 years) vs PCBIX (24 years). JAAGX (0.72) is less costly to investors than PCBIX (0.67). JAAGX is a more actively managed with annual turnover of: 14.00 vs. PCBIX (10.50). JAAGX (0) and PCBIX (0) have matching initial minimum investment requirements. PCBIX annual gain was more profitable for investors over the last year : 13.87 vs. JAAGX (4.81). PCBIX return over 5 years is better than : 58.11 vs. JAAGX (10.24).
| JAAGX | PCBIX | JAAGX / PCBIX | |
| Total Expense Ratio | 0.72 | 0.67 | 107% |
| Annual Report Gross Expense Ratio | 0.72 | 0.67 | 107% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | -1.914 | 8.728 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 33.2B | 5% |
| Annual Yield % from dividends | 0.27 | 0.12 | 224% |
| Returns for 1 year | 4.81 | 13.87 | 35% |
| Returns for 3 years | 21.09 | 50.46 | 42% |
| Returns for 5 years | 10.24 | 58.11 | 18% |
| Returns for 10 years | 44.58 | 112.22 | 40% |
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