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PCBIX vs TRSZX
PCBIX vs TRSZX Comparison
Open Charts PCBIX vs TRSZX
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
T. Rowe Price Mid-Cap Index Z
Price$22.77
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets312.52M
PCBIX vs TRSZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. TRSZX (313M). TRSZX pays higher dividends than PCBIX: TRSZX (0.90) vs PCBIX (0.12). PCBIX was incepted earlier than TRSZX: PCBIX (24 years) vs TRSZX (5 years). PCBIX (0.67) is less costly to investors than TRSZX (0.25). TRSZX is a more actively managed with annual turnover of: 31.70 vs. PCBIX (10.50). PCBIX (0) and TRSZX (0) have matching initial minimum investment requirements. TRSZX annual gain was more profitable for investors over the last year : 20.87 vs. PCBIX (9.35). TRSZX return over 5 years is better than : 61.31 vs. PCBIX (46.92).
| PCBIX | TRSZX | PCBIX / TRSZX | |
| Total Expense Ratio | 0.67 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.67 | 0.25 | 268% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 5.901 | 9.156 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 313M | 10,383% |
| Annual Yield % from dividends | 0.12 | 0.90 | 13% |
| Returns for 1 year | 9.35 | 20.87 | 45% |
| Returns for 3 years | 31.62 | 42.83 | 74% |
| Returns for 5 years | 46.92 | 61.31 | 77% |
| Returns for 10 years | 101.31 | N/A | - |
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