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PCBIX vs PICMX
PCBIX vs PICMX Comparison
Open Charts PCBIX vs PICMX
Principal MidCap Institutional
Price$43.17
Change-$0.21 (-0.48%)
VolumeN/A
Net Assets30.94B
Virtus KAR Mid-Cap Growth I
Price$60.92
Change-$1.08 (-1.74%)
VolumeN/A
Net Assets805.24M
PCBIX vs PICMX Comparison Chart in %
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PCBIX vs. PICMX commentary
Dec 14, 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 Hold and PICMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 30.9B vs. PICMX (805M). 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). PICMX annual gain was more profitable for investors over the last year : -7.06 vs. PCBIX (-10.52). PCBIX return over 5 years is better than : 23.65 vs. PICMX (-10.75).
| 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 | -2.670 | 0.097 | -2,756% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9B | 805M | 3,839% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | -10.52 | -7.06 | 149% |
| Returns for 3 years | 30.37 | 25.68 | 118% |
| Returns for 5 years | 23.65 | -10.75 | -220% |
| Returns for 10 years | 101.20 | 179.66 | 56% |
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