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OTCBX vs PCBIX
OTCBX vs PCBIX Comparison
Open Charts OTCBX vs PCBIX
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
OTCBX vs PCBIX Comparison Chart in %
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OTCBX vs. PCBIX commentary
Aug 17, 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 OTCBX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. OTCBX (15.2B). PCBIX pays higher dividends than OTCBX: PCBIX (0.12) vs OTCBX (0.00). OTCBX was incepted earlier than PCBIX: OTCBX (32 years) vs PCBIX (24 years). OTCBX (1.79) is less costly to investors than PCBIX (0.67). OTCBX is a more actively managed with annual turnover of: 35.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than OTCBX: PCBIX (0) vs OTCBX (1000). PCBIX annual gain was more profitable for investors over the last year : 9.35 vs. OTCBX (3.30). PCBIX return over 5 years is better than : 46.92 vs. OTCBX (19.05).
| OTCBX | PCBIX | OTCBX / PCBIX | |
| Total Expense Ratio | 1.78 | 0.67 | 266% |
| Annual Report Gross Expense Ratio | 1.79 | 0.67 | 267% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 7.664 | 5.901 | 130% |
| Front Load | N/A | 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 | 3.30 | 9.35 | 35% |
| Returns for 3 years | 19.05 | 31.62 | 60% |
| Returns for 5 years | 19.05 | 46.92 | 41% |
| Returns for 10 years | 73.76 | 101.31 | 73% |
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