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JGRTX vs PCBIX
JGRTX vs PCBIX Comparison
Open Charts JGRTX vs PCBIX
Janus Henderson Enterprise S
Price$119.52
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets21.28B
Principal MidCap Institutional
Price$42.61
Change+$0.16 (+0.38%)
VolumeN/A
Net Assets28.35B
JGRTX vs PCBIX Comparison Chart
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JGRTX 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 JGRTX is a Buy and PCBIX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 28.4B vs. JGRTX (21.3B). JGRTX pays higher dividends than PCBIX: JGRTX (0.75) vs PCBIX (0.13). 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 : 7.36 vs. JGRTX (-4.47). PCBIX return over 5 years is better than : 63.46 vs. JGRTX (4.52).
| 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 | -9.509 | -4.398 | 216% |
| 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 | 0.75 | 0.13 | 590% |
| Returns for 1 year | -4.47 | 7.36 | -61% |
| Returns for 3 years | -11.62 | 19.65 | -59% |
| Returns for 5 years | 4.52 | 63.46 | 7% |
| Returns for 10 years | 32.06 | 83.67 | 38% |