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PCBIX vs PMBMX
PCBIX vs PMBMX Comparison
Open Charts PCBIX vs PMBMX
Principal MidCap Institutional
Price$46.58
Change-$0.42 (-0.89%)
VolumeN/A
Net Assets31.58B
PCBIX vs PMBMX Comparison Chart
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PCBIX vs. PMBMX 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 PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX (31.6B) and PMBMX (31.6B) have equal amount of cash in the bank . PCBIX pays higher dividends than PMBMX: PCBIX (0.13) vs PMBMX (0.02). PCBIX was incepted earlier than PMBMX: PCBIX (24 years) vs PMBMX (24 years). PMBMX (1.14) is less costly to investors than PCBIX (0.67). PCBIX (10.50) and PMBMX (10.50) have comparable annual turnover. PCBIX (0) and PMBMX (0) have matching initial minimum investment requirements. PCBIX annual gain was more profitable for investors over the last year : 10.49 vs. PMBMX (9.70). PCBIX return over 5 years is better than : 70.22 vs. PMBMX (64.11).
| PCBIX | PMBMX | PCBIX / PMBMX | |
| Total Expense Ratio | 0.67 | 1.14 | 59% |
| Annual Report Gross Expense Ratio | 0.67 | 1.14 | 59% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 4.510 | 4.308 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.6B | 31.6B | 100% |
| Annual Yield % from dividends | 0.13 | 0.02 | 561% |
| Returns for 1 year | 10.49 | 9.70 | 108% |
| Returns for 3 years | 46.72 | 43.65 | 107% |
| Returns for 5 years | 70.22 | 64.11 | 110% |
| Returns for 10 years | 99.42 | 85.55 | 116% |
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