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PCBIX vs TRSZX
PCBIX vs TRSZX Comparison
Open Charts PCBIX vs TRSZX
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
T. Rowe Price Mid-Cap Index Z
Price$23.13
Change-$0.58 (-2.45%)
VolumeN/A
Net Assets334.54M
PCBIX vs TRSZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. TRSZX (335M). TRSZX pays higher dividends than PCBIX: TRSZX (0.86) vs PCBIX (0.12). PCBIX was incepted earlier than TRSZX: PCBIX (25 years) vs TRSZX (6 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 : 8.41 vs. PCBIX (-4.65). TRSZX return over 5 years is better than : 49.39 vs. PCBIX (33.05).
| PCBIX | TRSZX | PCBIX / TRSZX | |
| Total Expense Ratio | 0.67 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.67 | 0.25 | 268% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 3.029 | 13.663 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32B | 335M | 9,552% |
| Annual Yield % from dividends | 0.12 | 0.86 | 15% |
| Returns for 1 year | -4.65 | 8.41 | -55% |
| Returns for 3 years | 35.68 | 63.33 | 56% |
| Returns for 5 years | 33.05 | 49.39 | 67% |
| Returns for 10 years | 111.81 | N/A | - |
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