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PCBIX vs PMBCX
PCBIX vs PMBCX Comparison
Open Charts PCBIX vs PMBCX
Principal MidCap Institutional
Price$45.43
Change-$1.15 (-2.47%)
VolumeN/A
Net Assets31.3B
PCBIX vs PMBCX Comparison Chart
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PCBIX vs. PMBCX commentary
May 22, 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 PMBCX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX (31.3B) and PMBCX (31.3B) have equal amount of cash in the bank . PCBIX pays higher dividends than PMBCX: PCBIX (0.13) vs PMBCX (0.00). PCBIX was incepted earlier than PMBCX: PCBIX (24 years) vs PMBCX (18 years). PMBCX (1.75) is less costly to investors than PCBIX (0.67). PCBIX (10.50) and PMBCX (10.50) have comparable annual turnover. PCBIX has a lower initial minimum investment than PMBCX: PCBIX (0) vs PMBCX (1000). PCBIX annual gain was more profitable for investors over the last year : 7.74 vs. PMBCX (5.82). PCBIX return over 5 years is better than : 64.93 vs. PMBCX (50.72).
| PCBIX | PMBCX | PCBIX / PMBCX | |
| Total Expense Ratio | 0.67 | 1.75 | 38% |
| Annual Report Gross Expense Ratio | 0.67 | 1.75 | 38% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 1.930 | 1.510 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.3B | 31.3B | 100% |
| Annual Yield % from dividends | 0.13 | 0.00 | - |
| Returns for 1 year | 7.74 | 5.82 | 133% |
| Returns for 3 years | 43.10 | 35.79 | 120% |
| Returns for 5 years | 64.93 | 50.72 | 128% |
| Returns for 10 years | 94.50 | 63.22 | 149% |
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