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PCBIX vs PEGEX
PCBIX vs PEGEX Comparison
Open Charts PCBIX vs PEGEX
Principal MidCap Institutional
Price$44.05
Change+$0.18 (+0.41%)
VolumeN/A
Net Assets31.28B
PGIM Jennison Mid-Cap Growth R2
Price$19.93
Change+$0.17 (+0.86%)
VolumeN/A
Net Assets2B
PCBIX vs PEGEX Comparison Chart in %
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PCBIX vs. PEGEX commentary
Jan 16, 2026
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 PCBIX is a Hold and PEGEX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.3B vs. PEGEX (2B). PCBIX (0.00) and PEGEX (0.00) have matching dividends . PCBIX was incepted earlier than PEGEX: PCBIX (25 years) vs PEGEX (8 years). PEGEX (1.28) is less costly to investors than PCBIX (0.67). PEGEX is a more actively managed with annual turnover of: 65.00 vs. PCBIX (10.50). PCBIX (0) and PEGEX (0) have matching initial minimum investment requirements. PCBIX annual gain was more profitable for investors over the last year : -1.78 vs. PEGEX (-9.24). PCBIX return over 5 years is better than : 23.59 vs. PEGEX (-28.13).
| PCBIX | PEGEX | PCBIX / PEGEX | |
| Total Expense Ratio | 0.67 | 1.08 | 62% |
| Annual Report Gross Expense Ratio | 0.67 | 1.28 | 52% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 2.897 | 3.157 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.3B | 2B | 1,567% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.78 | -9.24 | 19% |
| Returns for 3 years | 33.06 | 10.66 | 310% |
| Returns for 5 years | 23.59 | -28.13 | -84% |
| Returns for 10 years | 137.28 | N/A | - |
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