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PCBIX vs VLMIX
PCBIX vs VLMIX Comparison
Open Charts PCBIX vs VLMIX
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.05B
Value Line Mid Cap Focused Institutional
Price$35.43
Change+$0.26 (+0.74%)
VolumeN/A
Net Assets1.92B
PCBIX vs VLMIX Comparison Chart in %
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PCBIX vs. VLMIX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. VLMIX (1.92B). 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). PCBIX annual gain was more profitable for investors over the last year : 9.41 vs. VLMIX (-1.53). PCBIX return over 5 years is better than : 49.14 vs. VLMIX (33.16).
| 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 | 7.135 | 2.946 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33B | 1.92B | 1,721% |
| Annual Yield % from dividends | 0.12 | 0.27 | 44% |
| Returns for 1 year | 9.41 | -1.53 | -615% |
| Returns for 3 years | 47.03 | 31.55 | 149% |
| Returns for 5 years | 49.14 | 33.16 | 148% |
| Returns for 10 years | 116.70 | N/A | - |
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