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PCBIX vs SDSCX
PCBIX vs SDSCX Comparison
Open Charts PCBIX vs SDSCX
Principal MidCap Institutional
Price$47.13
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets32.48B
BNY Mellon Sm/Md Cp Gr I
Price$30.62
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets1.05B
PCBIX vs SDSCX Comparison Chart in %
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PCBIX vs. SDSCX commentary
Aug 19, 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 StrongBuy and SDSCX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. SDSCX (1.05B). PCBIX pays higher dividends than SDSCX: PCBIX (0.12) vs SDSCX (0.00). PCBIX was incepted earlier than SDSCX: PCBIX (24 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 : 17.50 vs. PCBIX (9.06). PCBIX return over 5 years is better than : 47.02 vs. SDSCX (-10.07).
| PCBIX | SDSCX | PCBIX / SDSCX | |
| Total Expense Ratio | 0.67 | 0.72 | 93% |
| Annual Report Gross Expense Ratio | 0.67 | 0.77 | 87% |
| Fund Existence | 24 years | 38 years | - |
| Gain YTD | 5.744 | 6.319 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 1.05B | 3,089% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 9.06 | 17.50 | 52% |
| Returns for 3 years | 34.84 | 23.17 | 150% |
| Returns for 5 years | 47.02 | -10.07 | -467% |
| Returns for 10 years | 113.70 | 79.38 | 143% |
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