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PCBIX vs PEGEX
PCBIX vs PEGEX Comparison
Open Charts PCBIX vs PEGEX
Principal MidCap Institutional
Price$43.17
Change-$0.21 (-0.48%)
VolumeN/A
Net Assets30.94B
PGIM Jennison Mid-Cap Growth R2
Price$19.69
Change-$0.35 (-1.75%)
VolumeN/A
Net Assets2.02B
PCBIX vs PEGEX Comparison Chart in %
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PCBIX vs. PEGEX commentary
Dec 14, 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 PCBIX is a Hold and PEGEX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 30.9B vs. PEGEX (2.02B). PCBIX pays higher dividends than PEGEX: PCBIX (0.12) vs PEGEX (0.00). 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 : -10.52 vs. PEGEX (-15.62). PCBIX return over 5 years is better than : 23.65 vs. PEGEX (-22.27).
| 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 | -2.670 | -6.486 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9B | 2.02B | 1,531% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | -10.52 | -15.62 | 67% |
| Returns for 3 years | 30.37 | 12.27 | 248% |
| Returns for 5 years | 23.65 | -22.27 | -106% |
| Returns for 10 years | 101.20 | N/A | - |
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