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NEEGX vs PCBIX
NEEGX vs PCBIX Comparison
Open Charts NEEGX vs PCBIX
Needham Growth Retail
Price$62.64
Change+$1.18 (+1.92%)
VolumeN/A
Net Assets156.54M
Principal MidCap Institutional
Price$45.58
Change+$0.35 (+0.77%)
VolumeN/A
Net Assets31.57B
NEEGX vs PCBIX Comparison Chart in %
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NEEGX vs. PCBIX commentary
Dec 04, 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 NEEGX is a Hold and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.6B vs. NEEGX (157M). PCBIX pays higher dividends than NEEGX: PCBIX (0.12) vs NEEGX (0.00). NEEGX was incepted earlier than PCBIX: NEEGX (30 years) vs PCBIX (25 years). NEEGX (1.75) is less costly to investors than PCBIX (0.67). NEEGX is a more actively managed with annual turnover of: 14.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than NEEGX: PCBIX (0) vs NEEGX (2000). NEEGX (-7.57) and PCBIX (-7.72) have marching annual gain over last year. PCBIX return over 5 years is better than : 28.55 vs. NEEGX (12.13).
| NEEGX | PCBIX | NEEGX / PCBIX | |
| Total Expense Ratio | 1.71 | 0.67 | 255% |
| Annual Report Gross Expense Ratio | 1.75 | 0.67 | 261% |
| Fund Existence | 30 years | 25 years | - |
| Gain YTD | -0.606 | 1.907 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 31.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | -7.57 | -7.72 | 98% |
| Returns for 3 years | 30.18 | 33.03 | 91% |
| Returns for 5 years | 12.13 | 28.55 | 42% |
| Returns for 10 years | 44.37 | 101.44 | 44% |
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