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PCBIX vs PEGEX
PCBIX vs PEGEX Comparison
Open Charts PCBIX vs PEGEX
Principal MidCap Institutional
Price$48.18
Change+$0.43 (+0.90%)
VolumeN/A
Net Assets33.36B
PGIM Jennison Mid-Cap Growth R2
Price$21.99
Change+$0.19 (+0.87%)
VolumeN/A
Net Assets2.3B
PCBIX vs PEGEX Comparison Chart in %
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PCBIX vs. PEGEX commentary
Sep 09, 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 StrongBuy and PEGEX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33.4B vs. PEGEX (2.3B). 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 (1.38) is less costly to investors than PCBIX (0.67). PEGEX is a more actively managed with annual turnover of: 61.00 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 : 9.41 vs. PEGEX (6.07). PCBIX return over 5 years is better than : 49.14 vs. PEGEX (-24.45).
| PCBIX | PEGEX | PCBIX / PEGEX | |
| Total Expense Ratio | 0.67 | 1.08 | 62% |
| Annual Report Gross Expense Ratio | 0.67 | 1.38 | 49% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 7.135 | 1.960 | 364% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.4B | 2.3B | 1,450% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 9.41 | 6.07 | 155% |
| Returns for 3 years | 47.03 | 25.65 | 183% |
| Returns for 5 years | 49.14 | -24.45 | -201% |
| Returns for 10 years | 116.70 | N/A | - |
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