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OTCAX vs PCBIX
OTCAX vs PCBIX Comparison
Open Charts OTCAX vs PCBIX
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
OTCAX vs PCBIX Comparison Chart in %
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OTCAX 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 OTCAX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. OTCAX (15.2B). PCBIX pays higher dividends than OTCAX: PCBIX (0.12) vs OTCAX (0.00). OTCAX was incepted earlier than PCBIX: OTCAX (32 years) vs PCBIX (24 years). OTCAX (1.04) is less costly to investors than PCBIX (0.67). OTCAX is a more actively managed with annual turnover of: 35.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than OTCAX: PCBIX (0) vs OTCAX (1000). PCBIX annual gain was more profitable for investors over the last year : 9.35 vs. OTCAX (6.39). PCBIX return over 5 years is better than : 46.92 vs. OTCAX (27.76).
| OTCAX | PCBIX | OTCAX / PCBIX | |
| Total Expense Ratio | 1.03 | 0.67 | 154% |
| Annual Report Gross Expense Ratio | 1.04 | 0.67 | 155% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 8.149 | 5.901 | 138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 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 | 6.39 | 9.35 | 68% |
| Returns for 3 years | 24.45 | 31.62 | 77% |
| Returns for 5 years | 27.76 | 46.92 | 59% |
| Returns for 10 years | 101.64 | 101.31 | 100% |
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