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PCBIX vs SDSCX
PCBIX vs SDSCX Comparison
Open Charts PCBIX vs SDSCX
Principal MidCap Institutional
Price$47.05
Change+$0.35 (+0.75%)
VolumeN/A
Net Assets32.79B
BNY Mellon Sm/Md Cp Gr I
Price$31.65
Change+$0.29 (+0.92%)
VolumeN/A
Net Assets1.01B
PCBIX vs SDSCX Comparison Chart in %
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PCBIX vs. SDSCX commentary
Sep 27, 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 SDSCX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.8B vs. SDSCX (1.01B). PCBIX pays higher dividends than SDSCX: PCBIX (0.12) vs SDSCX (0.00). PCBIX was incepted earlier than SDSCX: PCBIX (25 years) vs SDSCX (38 years). SDSCX (0.77) is less costly to investors than PCBIX (0.67). SDSCX is a more actively managed with annual turnover of: 48.92 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than SDSCX: PCBIX (0) vs SDSCX (1000). SDSCX annual gain was more profitable for investors over the last year : 18.49 vs. PCBIX (2.82). PCBIX return over 5 years is better than : 50.47 vs. SDSCX (-6.39).
| PCBIX | SDSCX | PCBIX / SDSCX | |
| Total Expense Ratio | 0.67 | 0.72 | 93% |
| Annual Report Gross Expense Ratio | 0.67 | 0.77 | 87% |
| Fund Existence | 25 years | 38 years | - |
| Gain YTD | 5.564 | 9.896 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.8B | 1.01B | 3,254% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 2.82 | 18.49 | 15% |
| Returns for 3 years | 57.35 | 48.04 | 119% |
| Returns for 5 years | 50.47 | -6.39 | -790% |
| Returns for 10 years | 128.47 | 99.43 | 129% |
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