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PCBIX vs PICMX
PCBIX vs PICMX Comparison
Open Charts PCBIX vs PICMX
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
Virtus KAR Mid-Cap Growth I
Price$62.00
Change+$0.23 (+0.37%)
VolumeN/A
Net Assets961.83M
PCBIX vs PICMX Comparison Chart in %
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PCBIX vs. PICMX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. PICMX (962M). PCBIX pays higher dividends than PICMX: PCBIX (0.12) vs PICMX (0.00). PCBIX was incepted earlier than PICMX: PCBIX (24 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 : 9.35 vs. PICMX (2.48). PCBIX return over 5 years is better than : 46.92 vs. PICMX (5.68).
| PCBIX | PICMX | PCBIX / PICMX | |
| Total Expense Ratio | 0.67 | 1.03 | 65% |
| Annual Report Gross Expense Ratio | 0.67 | 1.03 | 65% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 5.901 | 0.097 | 6,091% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 962M | 3,378% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 9.35 | 2.48 | 377% |
| Returns for 3 years | 31.62 | 12.77 | 248% |
| Returns for 5 years | 46.92 | 5.68 | 827% |
| Returns for 10 years | 101.31 | 165.07 | 61% |