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PCBIX vs PICMX
PCBIX vs PICMX Comparison
Open Charts PCBIX vs PICMX
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.05B
Virtus KAR Mid-Cap Growth I
Price$63.29
Change+$0.69 (+1.10%)
VolumeN/A
Net Assets960.67M
PCBIX vs PICMX Comparison Chart in %
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PCBIX vs. PICMX 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 PICMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. PICMX (961M). PCBIX pays higher dividends than PICMX: PCBIX (0.12) vs PICMX (0.00). PCBIX was incepted earlier than PICMX: PCBIX (25 years) vs PICMX (18 years). PICMX (1.03) is less costly to investors than PCBIX (0.67). PICMX is a more actively managed with annual turnover of: 13.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than PICMX: PCBIX (0) vs PICMX (100000). PCBIX annual gain was more profitable for investors over the last year : 9.41 vs. PICMX (6.36). PCBIX return over 5 years is better than : 49.14 vs. PICMX (8.73).
| PCBIX | PICMX | PCBIX / PICMX | |
| Total Expense Ratio | 0.67 | 1.03 | 65% |
| Annual Report Gross Expense Ratio | 0.67 | 1.03 | 65% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 7.135 | 2.389 | 299% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33B | 961M | 3,434% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 9.41 | 6.36 | 148% |
| Returns for 3 years | 47.03 | 30.09 | 156% |
| Returns for 5 years | 49.14 | 8.73 | 563% |
| Returns for 10 years | 116.70 | 191.99 | 61% |