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PCBIX vs VLMIX
PCBIX vs VLMIX Comparison
Open Charts PCBIX vs VLMIX
Principal MidCap Institutional
Price$45.47
Change-$0.70 (-1.52%)
VolumeN/A
Net Assets30.56B
Value Line Mid Cap Focused Institutional
Price$35.00
Change-$0.46 (-1.30%)
VolumeN/A
Net Assets1.95B
PCBIX vs VLMIX Comparison Chart
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PCBIX vs. VLMIX commentary
Jun 16, 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: 30.6B vs. VLMIX (1.95B). 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 : 10.51 vs. VLMIX (3.03). PCBIX return over 5 years is better than : 56.19 vs. VLMIX (44.47).
| 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 | 2.019 | 1.098 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.6B | 1.95B | 1,568% |
| Annual Yield % from dividends | 0.12 | 0.27 | 45% |
| Returns for 1 year | 10.51 | 3.03 | 346% |
| Returns for 3 years | 50.56 | 39.72 | 127% |
| Returns for 5 years | 56.19 | 44.47 | 126% |
| Returns for 10 years | 97.25 | N/A | - |
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