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PCBIX vs PFPRX
PCBIX vs PFPRX Comparison
Open Charts PCBIX vs PFPRX
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.05B
Parnassus Mid Cap Growth Institutional
Price$61.70
Change+$0.90 (+1.48%)
VolumeN/A
Net Assets834.68M
PCBIX vs PFPRX Comparison Chart in %
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PCBIX vs. PFPRX commentary
Sep 08, 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 PFPRX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. PFPRX (835M). PCBIX pays higher dividends than PFPRX: PCBIX (0.12) vs PFPRX (0.00). PCBIX was incepted earlier than PFPRX: PCBIX (25 years) vs PFPRX (10 years). PFPRX (0.70) and PCBIX (0.67) have similar cost to investors . PFPRX is a more actively managed with annual turnover of: 41.45 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than PFPRX: PCBIX (0) vs PFPRX (100000). PCBIX annual gain was more profitable for investors over the last year : 9.41 vs. PFPRX (4.32). PCBIX return over 5 years is better than : 49.14 vs. PFPRX (17.07).
| PCBIX | PFPRX | PCBIX / PFPRX | |
| Total Expense Ratio | 0.67 | 0.68 | 99% |
| Annual Report Gross Expense Ratio | 0.67 | 0.70 | 96% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 7.135 | 8.176 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33B | 835M | 3,952% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 9.41 | 4.32 | 218% |
| Returns for 3 years | 47.03 | 40.53 | 116% |
| Returns for 5 years | 49.14 | 17.07 | 288% |
| Returns for 10 years | 116.70 | 46.13 | 253% |
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