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JGRTX vs PCBIX
JGRTX vs PCBIX Comparison
Open Charts JGRTX vs PCBIX
Janus Henderson Enterprise S
Price$137.76
Change+$1.13 (+0.83%)
VolumeN/A
Net Assets23.75B
Principal MidCap Institutional
Price$47.05
Change+$0.35 (+0.75%)
VolumeN/A
Net Assets33.04B
JGRTX vs PCBIX Comparison Chart in %
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JGRTX vs. PCBIX commentary
Sep 30, 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 Hold and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. JGRTX (23.7B). JGRTX pays higher dividends than PCBIX: JGRTX (0.68) vs PCBIX (0.12). JGRTX was incepted earlier than PCBIX: JGRTX (16 years) vs PCBIX (25 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 : 2.82 vs. JGRTX (-1.67). PCBIX return over 5 years is better than : 50.47 vs. JGRTX (2.79).
| 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 | 25 years | - |
| Gain YTD | 4.300 | 5.564 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 33B | 72% |
| Annual Yield % from dividends | 0.68 | 0.12 | 581% |
| Returns for 1 year | -1.67 | 2.82 | -59% |
| Returns for 3 years | 19.46 | 57.35 | 34% |
| Returns for 5 years | 2.79 | 50.47 | 6% |
| Returns for 10 years | 69.35 | 128.47 | 54% |
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