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PCBIX vs VLMIX
PCBIX vs VLMIX Comparison
Open Charts PCBIX vs VLMIX
Principal MidCap Institutional
Price$47.75
Change+$0.49 (+1.04%)
VolumeN/A
Net Assets32.28B
Value Line Mid Cap Focused Institutional
Price$36.14
Change+$0.31 (+0.87%)
VolumeN/A
Net Assets2.02B
PCBIX vs VLMIX Comparison Chart in %
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PCBIX vs. VLMIX commentary
Jul 07, 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 VLMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.3B vs. VLMIX (2.02B). VLMIX pays higher dividends than PCBIX: VLMIX (0.27) vs PCBIX (0.12). PCBIX was incepted earlier than VLMIX: PCBIX (24 years) vs VLMIX (8 years). VLMIX (0.87) is less costly to investors than PCBIX (0.67). PCBIX is a more actively managed with annual turnover of: 10.50 vs. VLMIX (5.00). PCBIX has a lower initial minimum investment than VLMIX: PCBIX (0) vs VLMIX (100000). PCBIX annual gain was more profitable for investors over the last year : 15.68 vs. VLMIX (5.92). PCBIX return over 5 years is better than : 61.53 vs. VLMIX (46.14).
| PCBIX | VLMIX | PCBIX / VLMIX | |
| Total Expense Ratio | 0.67 | 0.87 | 77% |
| Annual Report Gross Expense Ratio | 0.67 | 0.87 | 77% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 7.135 | 4.391 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3B | 2.02B | 1,600% |
| Annual Yield % from dividends | 0.12 | 0.27 | 45% |
| Returns for 1 year | 15.68 | 5.92 | 265% |
| Returns for 3 years | 53.44 | 37.36 | 143% |
| Returns for 5 years | 61.53 | 46.14 | 133% |
| Returns for 10 years | 109.29 | N/A | - |
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