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PCBIX vs VLMIX
PCBIX vs VLMIX Comparison
Open Charts PCBIX vs VLMIX
Principal MidCap Institutional
Price$43.55
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets31.17B
Value Line Mid Cap Focused Institutional
Price$34.84
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.68B
PCBIX vs VLMIX Comparison Chart in %
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PCBIX vs. VLMIX commentary
Dec 29, 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 Hold and VLMIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.2B vs. VLMIX (1.68B). VLMIX pays higher dividends than PCBIX: VLMIX (0.27) vs PCBIX (0.12). PCBIX was incepted earlier than VLMIX: PCBIX (25 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). VLMIX annual gain was more profitable for investors over the last year : -1.16 vs. PCBIX (-4.25). VLMIX return over 5 years is better than : 24.54 vs. PCBIX (21.92).
| PCBIX | VLMIX | PCBIX / VLMIX | |
| Total Expense Ratio | 0.67 | 0.87 | 77% |
| Annual Report Gross Expense Ratio | 0.67 | 0.87 | 77% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | -2.289 | 0.635 | -360% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2B | 1.68B | 1,853% |
| Annual Yield % from dividends | 0.12 | 0.27 | 46% |
| Returns for 1 year | -4.25 | -1.16 | 365% |
| Returns for 3 years | 40.26 | 31.28 | 129% |
| Returns for 5 years | 21.92 | 24.54 | 89% |
| Returns for 10 years | 108.80 | N/A | - |
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