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PCBIX vs TRMSX
PCBIX vs TRMSX Comparison
Open Charts PCBIX vs TRMSX
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
T. Rowe Price Mid-Cap Index I
Price$22.74
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets312.52M
PCBIX vs TRMSX Comparison Chart in %
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PCBIX vs. TRMSX commentary
Aug 18, 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 TRMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. TRMSX (313M). TRMSX pays higher dividends than PCBIX: TRMSX (0.79) vs PCBIX (0.12). PCBIX was incepted earlier than TRMSX: PCBIX (24 years) vs TRMSX (10 years). PCBIX (0.67) is less costly to investors than TRMSX (0.30). TRMSX is a more actively managed with annual turnover of: 31.70 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than TRMSX: PCBIX (0) vs TRMSX (500000). TRMSX annual gain was more profitable for investors over the last year : 20.70 vs. PCBIX (9.35). TRMSX return over 5 years is better than : 60.06 vs. PCBIX (46.92).
| PCBIX | TRMSX | PCBIX / TRMSX | |
| Total Expense Ratio | 0.67 | 0.14 | 479% |
| Annual Report Gross Expense Ratio | 0.67 | 0.30 | 223% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 5.901 | 9.065 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 313M | 10,383% |
| Annual Yield % from dividends | 0.12 | 0.79 | 15% |
| Returns for 1 year | 9.35 | 20.70 | 45% |
| Returns for 3 years | 31.62 | 42.30 | 75% |
| Returns for 5 years | 46.92 | 60.06 | 78% |
| Returns for 10 years | 101.31 | N/A | - |
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