PCBIX
Price
$43.87
Change
-$0.08 (-0.18%)
Updated
Jan 14 closing price
Net Assets
31.35B
TRMSX
Price
$22.88
Change
-$0.03 (-0.13%)
Updated
Jan 14 closing price
Net Assets
347.46M
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PCBIX vs TRMSX

Header iconPCBIX vs TRMSX Comparison
Open Charts PCBIX vs TRMSXBanner chart's image
Principal MidCap Institutional
Price$43.87
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets31.35B
T. Rowe Price Mid-Cap Index I
Price$22.88
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets347.46M
PCBIX vs TRMSX Comparison Chart in %
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PCBIX vs. TRMSX commentary
Jan 15, 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.

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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.3B vs. TRMSX (347M). TRMSX pays higher dividends than PCBIX: TRMSX (0.89) 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 (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 : 8.86 vs. PCBIX (-0.88). TRMSX return over 5 years is better than : 25.17 vs. PCBIX (23.09).
PCBIXTRMSXPCBIX / TRMSX
Total Expense Ratio0.670.14479%
Annual Report Gross Expense Ratio0.670.30223%
Fund Existence25 years10 years-
Gain YTD2.4763.62368%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.3B347M9,020%
Annual Yield % from dividends0.000.89-
Returns for 1 year-0.888.86-10%
Returns for 3 years32.5260.1354%
Returns for 5 years23.0925.1792%
Returns for 10 years136.32182.7175%
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