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OTCAX vs PCBIX
OTCAX vs PCBIX Comparison
Open Charts OTCAX vs PCBIX
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.13B
OTCAX vs PCBIX Comparison Chart in %
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OTCAX vs. PCBIX commentary
Sep 08, 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: 33.1B vs. OTCAX (15.3B). PCBIX pays higher dividends than OTCAX: PCBIX (0.12) vs OTCAX (0.00). OTCAX was incepted earlier than PCBIX: OTCAX (32 years) vs PCBIX (25 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 (9.41) and OTCAX (9.18) have marching annual gain over last year. PCBIX return over 5 years is better than : 49.14 vs. OTCAX (31.02).
| 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 | 25 years | - |
| Gain YTD | 9.484 | 7.135 | 133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 33.1B | 46% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 9.18 | 9.41 | 98% |
| Returns for 3 years | 39.59 | 47.03 | 84% |
| Returns for 5 years | 31.02 | 49.14 | 63% |
| Returns for 10 years | 115.71 | 116.70 | 99% |
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