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NEEIX vs PCBIX
NEEIX vs PCBIX Comparison
Open Charts NEEIX vs PCBIX
Needham Growth Institutional
Price$62.65
Change-$7.12 (-10.20%)
VolumeN/A
Net Assets139.48M
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
NEEIX vs PCBIX Comparison Chart in %
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NEEIX 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 NEEIX is a Hold and PCBIX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. NEEIX (139M). PCBIX pays higher dividends than NEEIX: PCBIX (0.12) vs NEEIX (0.00). NEEIX was incepted earlier than PCBIX: NEEIX (9 years) vs PCBIX (25 years). NEEIX (1.47) is less costly to investors than PCBIX (0.67). NEEIX is a more actively managed with annual turnover of: 14.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than NEEIX: PCBIX (0) vs NEEIX (100000). NEEIX annual gain was more profitable for investors over the last year : 1.71 vs. PCBIX (-4.65). NEEIX (34.74) and PCBIX (33.05) have equivalent 5 years return.
| NEEIX | PCBIX | NEEIX / PCBIX | |
| Total Expense Ratio | 1.23 | 0.67 | 184% |
| Annual Report Gross Expense Ratio | 1.47 | 0.67 | 219% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 9.118 | 3.029 | 301% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 32B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 1.71 | -4.65 | -37% |
| Returns for 3 years | 46.08 | 35.68 | 129% |
| Returns for 5 years | 34.74 | 33.05 | 105% |
| Returns for 10 years | N/A | 111.81 | - |
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