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JGRTX vs PCBIX
JGRTX vs PCBIX Comparison
Open Charts JGRTX vs PCBIX
Janus Henderson Enterprise S
Price$137.36
Change-$2.15 (-1.54%)
VolumeN/A
Net Assets23.38B
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
JGRTX vs PCBIX Comparison Chart in %
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JGRTX vs. PCBIX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B 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 : -3.47 vs. PCBIX (-4.65). PCBIX return over 5 years is better than : 33.05 vs. JGRTX (-7.77).
| 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 | 5.625 | 3.029 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 32B | 73% |
| Annual Yield % from dividends | 0.68 | 0.12 | 550% |
| Returns for 1 year | -3.47 | -4.65 | 75% |
| Returns for 3 years | 9.53 | 35.68 | 27% |
| Returns for 5 years | -7.77 | 33.05 | -24% |
| Returns for 10 years | 61.66 | 111.81 | 55% |
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