Interact to see
Advertisement
Advertisement
MCPRX vs PCBIX
MCPRX vs PCBIX Comparison
Open Charts MCPRX vs PCBIX
MFS Mid Cap Growth R2
Price$28.19
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets15.17B
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
MCPRX vs PCBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MCPRX vs. PCBIX commentary
Aug 18, 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 MCPRX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. MCPRX (15.2B). PCBIX pays higher dividends than MCPRX: PCBIX (0.12) vs MCPRX (0.00). MCPRX was incepted earlier than PCBIX: MCPRX (22 years) vs PCBIX (24 years). MCPRX (1.29) is less costly to investors than PCBIX (0.67). MCPRX is a more actively managed with annual turnover of: 35.00 vs. PCBIX (10.50). MCPRX (0) and PCBIX (0) have matching initial minimum investment requirements. PCBIX annual gain was more profitable for investors over the last year : 9.35 vs. MCPRX (5.50). PCBIX return over 5 years is better than : 46.92 vs. MCPRX (25.01).
| MCPRX | PCBIX | MCPRX / PCBIX | |
| Total Expense Ratio | 1.28 | 0.67 | 191% |
| Annual Report Gross Expense Ratio | 1.29 | 0.67 | 193% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 8.008 | 5.901 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 32.5B | 47% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 5.50 | 9.35 | 59% |
| Returns for 3 years | 22.78 | 31.62 | 72% |
| Returns for 5 years | 25.01 | 46.92 | 53% |
| Returns for 10 years | 92.55 | 101.31 | 91% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement