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JGRTX vs PCBIX
JGRTX vs PCBIX Comparison
Open Charts JGRTX vs PCBIX
Janus Henderson Enterprise S
Price$137.77
Change+$0.29 (+0.21%)
VolumeN/A
Net Assets23.41B
Principal MidCap Institutional
Price$47.39
Change+$0.26 (+0.55%)
VolumeN/A
Net Assets32.63B
JGRTX vs PCBIX Comparison Chart in %
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JGRTX vs. PCBIX commentary
Aug 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 JGRTX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.6B vs. JGRTX (23.4B). JGRTX pays higher dividends than PCBIX: JGRTX (0.69) vs PCBIX (0.12). JGRTX was incepted earlier than PCBIX: JGRTX (16 years) vs PCBIX (24 years). JGRTX (1.16) is less costly to investors than PCBIX (0.67). JGRTX is a more actively managed with annual turnover of: 15.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than JGRTX: PCBIX (0) vs JGRTX (2500). PCBIX annual gain was more profitable for investors over the last year : 9.01 vs. JGRTX (0.92). PCBIX return over 5 years is better than : 47.74 vs. JGRTX (0.47).
| JGRTX | PCBIX | JGRTX / PCBIX | |
| Total Expense Ratio | 1.16 | 0.67 | 173% |
| Annual Report Gross Expense Ratio | 1.16 | 0.67 | 173% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 4.308 | 6.327 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 32.6B | 72% |
| Annual Yield % from dividends | 0.69 | 0.12 | 582% |
| Returns for 1 year | 0.92 | 9.01 | 10% |
| Returns for 3 years | 3.16 | 35.58 | 9% |
| Returns for 5 years | 0.47 | 47.74 | 1% |
| Returns for 10 years | 61.14 | 114.88 | 53% |
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