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JGRTX vs PCBIX
JGRTX vs PCBIX Comparison
Open Charts JGRTX vs PCBIX
Janus Henderson Enterprise S
Price$141.16
Change+$1.24 (+0.89%)
VolumeN/A
Net Assets23.38B
Principal MidCap Institutional
Price$45.58
Change+$0.35 (+0.77%)
VolumeN/A
Net Assets31.57B
JGRTX vs PCBIX Comparison Chart in %
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JGRTX vs. PCBIX commentary
Dec 05, 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 Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.6B vs. JGRTX (23.4B). 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). JGRTX annual gain was more profitable for investors over the last year : -4.28 vs. PCBIX (-7.09). PCBIX return over 5 years is better than : 27.49 vs. JGRTX (-11.52).
| 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 | 25 years | - |
| Gain YTD | 6.875 | 2.266 | 303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 31.6B | 74% |
| Annual Yield % from dividends | 0.68 | 0.12 | 552% |
| Returns for 1 year | -4.28 | -7.09 | 60% |
| Returns for 3 years | 7.32 | 33.49 | 22% |
| Returns for 5 years | -11.52 | 27.49 | -42% |
| Returns for 10 years | 59.16 | 102.14 | 58% |
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