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PCBIX vs PMBJX
PCBIX vs PMBJX Comparison
Open Charts PCBIX vs PMBJX
Principal MidCap Institutional
Price$42.61
Change+$0.16 (+0.38%)
VolumeN/A
Net Assets28.35B
PCBIX vs PMBJX Comparison Chart
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PCBIX vs. PMBJX commentary
Apr 20, 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 PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX (28.4B) and PMBJX (28.4B) have equal amount of cash in the bank . PCBIX pays higher dividends than PMBJX: PCBIX (0.13) vs PMBJX (0.06). PCBIX was incepted earlier than PMBJX: PCBIX (24 years) vs PMBJX (24 years). PMBJX (0.78) is less costly to investors than PCBIX (0.67). PCBIX (10.50) and PMBJX (10.50) have comparable annual turnover. PCBIX has a lower initial minimum investment than PMBJX: PCBIX (0) vs PMBJX (1000). PCBIX (7.36) and PMBJX (7.00) have marching annual gain over last year. PCBIX return over 5 years is better than : 63.46 vs. PMBJX (60.33).
| PCBIX | PMBJX | PCBIX / PMBJX | |
| Total Expense Ratio | 0.67 | 0.78 | 86% |
| Annual Report Gross Expense Ratio | 0.67 | 0.78 | 86% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -4.398 | -4.435 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.4B | 28.4B | 100% |
| Annual Yield % from dividends | 0.13 | 0.06 | 212% |
| Returns for 1 year | 7.36 | 7.00 | 105% |
| Returns for 3 years | 19.65 | 18.40 | 107% |
| Returns for 5 years | 63.46 | 60.33 | 105% |
| Returns for 10 years | 83.67 | 75.90 | 110% |