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PCBIX vs TRMSX
PCBIX vs TRMSX Comparison
Open Charts PCBIX vs TRMSX
Principal MidCap Institutional
Price$41.56
Change-$4.83 (-10.41%)
VolumeN/A
Net Assets29.47B
T. Rowe Price Mid-Cap Index I
Price$22.23
Change-$1.47 (-6.20%)
VolumeN/A
Net Assets347.46M
PCBIX vs TRMSX Comparison Chart in %
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PCBIX vs. TRMSX commentary
Feb 05, 2026
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 TRMSX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 29.5B vs. TRMSX (347M). TRMSX pays higher dividends than PCBIX: TRMSX (0.88) vs PCBIX (0.00). PCBIX was incepted earlier than TRMSX: PCBIX (25 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 (13.70). 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 : 1.79 vs. PCBIX (-10.93). TRMSX return over 5 years is better than : 18.57 vs. PCBIX (14.21).
| PCBIX | TRMSX | PCBIX / TRMSX | |
| Total Expense Ratio | 0.67 | 0.14 | 479% |
| Annual Report Gross Expense Ratio | 0.67 | 0.30 | 223% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | -2.920 | 0.679 | -430% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 347M | 8,501% |
| Annual Yield % from dividends | 0.00 | 0.88 | - |
| Returns for 1 year | -10.93 | 1.79 | -612% |
| Returns for 3 years | 21.90 | 45.46 | 48% |
| Returns for 5 years | 14.21 | 18.57 | 76% |
| Returns for 10 years | 124.71 | 178.73 | 70% |
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