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PCBIX vs SHRAX
PCBIX vs SHRAX Comparison
Open Charts PCBIX vs SHRAX
Principal MidCap Institutional
Price$47.05
Change+$0.35 (+0.75%)
VolumeN/A
Net Assets32.79B
PCBIX vs SHRAX Comparison Chart in %
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PCBIX vs. SHRAX commentary
Sep 28, 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 SHRAX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.8B vs. SHRAX (4.47B). PCBIX pays higher dividends than SHRAX: PCBIX (0.12) vs SHRAX (0.00). PCBIX was incepted earlier than SHRAX: PCBIX (25 years) vs SHRAX (42 years). SHRAX (1.14) is less costly to investors than PCBIX (0.67). SHRAX is a more actively managed with annual turnover of: 22.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than SHRAX: PCBIX (0) vs SHRAX (1000). PCBIX annual gain was more profitable for investors over the last year : 2.82 vs. SHRAX (-1.10). PCBIX return over 5 years is better than : 50.47 vs. SHRAX (-35.23).
| PCBIX | SHRAX | PCBIX / SHRAX | |
| Total Expense Ratio | 0.67 | 1.14 | 59% |
| Annual Report Gross Expense Ratio | 0.67 | 1.14 | 59% |
| Fund Existence | 25 years | 42 years | - |
| Gain YTD | 5.564 | 14.471 | 38% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.8B | 4.47B | 733% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 2.82 | -1.10 | -255% |
| Returns for 3 years | 57.35 | 4.57 | 1,255% |
| Returns for 5 years | 50.47 | -35.23 | -143% |
| Returns for 10 years | 128.47 | -37.24 | -345% |
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