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OTCIX vs PCBIX
OTCIX vs PCBIX Comparison
Open Charts OTCIX vs PCBIX
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
OTCIX vs PCBIX Comparison Chart in %
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OTCIX 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 OTCIX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. OTCIX (15.2B). PCBIX pays higher dividends than OTCIX: PCBIX (0.12) vs OTCIX (0.00). OTCIX was incepted earlier than PCBIX: OTCIX (29 years) vs PCBIX (24 years). OTCIX (0.79) is less costly to investors than PCBIX (0.67). OTCIX is a more actively managed with annual turnover of: 35.00 vs. PCBIX (10.50). OTCIX (0) and PCBIX (0) have matching initial minimum investment requirements. PCBIX annual gain was more profitable for investors over the last year : 9.35 vs. OTCIX (7.26). PCBIX return over 5 years is better than : 46.92 vs. OTCIX (30.49).
| OTCIX | PCBIX | OTCIX / PCBIX | |
| Total Expense Ratio | 0.78 | 0.67 | 116% |
| Annual Report Gross Expense Ratio | 0.79 | 0.67 | 118% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 8.331 | 5.901 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 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 | 7.26 | 9.35 | 78% |
| Returns for 3 years | 26.08 | 31.62 | 82% |
| Returns for 5 years | 30.49 | 46.92 | 65% |
| Returns for 10 years | 110.87 | 101.31 | 109% |
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