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OTCJX vs PCBIX
OTCJX vs PCBIX Comparison
Open Charts OTCJX vs PCBIX
Principal MidCap Institutional
Price$47.05
Change+$0.35 (+0.75%)
VolumeN/A
Net Assets33.04B
OTCJX vs PCBIX Comparison Chart in %
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OTCJX vs. PCBIX commentary
Sep 28, 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 OTCJX is a Buy and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. OTCJX (15.3B). PCBIX pays higher dividends than OTCJX: PCBIX (0.12) vs OTCJX (0.00). OTCJX was incepted earlier than PCBIX: OTCJX (21 years) vs PCBIX (25 years). OTCJX (0.79) is less costly to investors than PCBIX (0.67). OTCJX is a more actively managed with annual turnover of: 35.00 vs. PCBIX (10.50). OTCJX (0) and PCBIX (0) have matching initial minimum investment requirements. OTCJX annual gain was more profitable for investors over the last year : 3.31 vs. PCBIX (2.82). PCBIX return over 5 years is better than : 50.47 vs. OTCJX (30.16).
| OTCJX | PCBIX | OTCJX / PCBIX | |
| Total Expense Ratio | 0.78 | 0.67 | 116% |
| Annual Report Gross Expense Ratio | 0.79 | 0.67 | 118% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 8.789 | 5.564 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 33B | 46% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 3.31 | 2.82 | 117% |
| Returns for 3 years | 51.92 | 57.35 | 91% |
| Returns for 5 years | 30.16 | 50.47 | 60% |
| Returns for 10 years | 138.03 | 128.47 | 107% |
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