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PCBIX vs PEMGX
PCBIX vs PEMGX Comparison
Open Charts PCBIX vs PEMGX
Principal MidCap Institutional
Price$41.83
Change-$1.19 (-2.77%)
VolumeN/A
Net Assets28.5B
PCBIX vs PEMGX Comparison Chart
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PCBIX vs. PEMGX commentary
Apr 11, 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 Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX (28.5B) and PEMGX (28.5B) have equal amount of cash in the bank . PCBIX pays higher dividends than PEMGX: PCBIX (0.13) vs PEMGX (0.00). PCBIX was incepted earlier than PEMGX: PCBIX (24 years) vs PEMGX (20 years). PEMGX (0.91) is less costly to investors than PCBIX (0.67). PCBIX (10.50) and PEMGX (10.50) have comparable annual turnover. PCBIX has a lower initial minimum investment than PEMGX: PCBIX (0) vs PEMGX (1000). PCBIX annual gain was more profitable for investors over the last year : 2.98 vs. PEMGX (2.60). PCBIX (67.08) and PEMGX (63.85) have equivalent 5 years return.
| PCBIX | PEMGX | PCBIX / PEMGX | |
| Total Expense Ratio | 0.67 | 0.91 | 74% |
| Annual Report Gross Expense Ratio | 0.67 | 0.91 | 74% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | -3.478 | -3.543 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.5B | 28.5B | 100% |
| Annual Yield % from dividends | 0.13 | 0.00 | - |
| Returns for 1 year | 2.98 | 2.60 | 115% |
| Returns for 3 years | 17.70 | 16.39 | 108% |
| Returns for 5 years | 67.08 | 63.85 | 105% |
| Returns for 10 years | 84.18 | 76.94 | 109% |
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