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JGRCX vs PCBIX
JGRCX vs PCBIX Comparison
Open Charts JGRCX vs PCBIX
Janus Henderson Enterprise C
Price$101.17
Change+$0.60 (+0.60%)
VolumeN/A
Net Assets21.28B
Principal MidCap Institutional
Price$42.61
Change+$0.16 (+0.38%)
VolumeN/A
Net Assets28.35B
JGRCX vs PCBIX Comparison Chart
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JGRCX vs. PCBIX commentary
Apr 20, 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 JGRCX is a Buy and PCBIX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 28.4B vs. JGRCX (21.3B). JGRCX pays higher dividends than PCBIX: JGRCX (0.30) vs PCBIX (0.13). JGRCX was incepted earlier than PCBIX: JGRCX (16 years) vs PCBIX (24 years). JGRCX (1.74) is less costly to investors than PCBIX (0.67). JGRCX is a more actively managed with annual turnover of: 15.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than JGRCX: PCBIX (0) vs JGRCX (2500). PCBIX annual gain was more profitable for investors over the last year : 7.36 vs. JGRCX (-5.91). PCBIX return over 5 years is better than : 63.46 vs. JGRCX (-4.27).
| JGRCX | PCBIX | JGRCX / PCBIX | |
| Total Expense Ratio | 1.74 | 0.67 | 260% |
| Annual Report Gross Expense Ratio | 1.74 | 0.67 | 260% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -9.654 | -4.398 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 28.4B | 75% |
| Annual Yield % from dividends | 0.30 | 0.13 | 234% |
| Returns for 1 year | -5.91 | 7.36 | -80% |
| Returns for 3 years | -16.09 | 19.65 | -82% |
| Returns for 5 years | -4.27 | 63.46 | -7% |
| Returns for 10 years | 16.18 | 83.67 | 19% |