PCBIX
Price
$48.22
Change
-$0.24 (-0.50%)
Updated
Jul 28 closing price
Net Assets
33.21B
VLMIX
Price
$36.15
Change
-$0.16 (-0.44%)
Updated
Jul 28 closing price
Net Assets
2B
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PCBIX vs VLMIX

Header iconPCBIX vs VLMIX Comparison
Open Charts PCBIX vs VLMIXBanner chart's image
Principal MidCap Institutional
Price$48.22
Change-$0.24 (-0.50%)
VolumeN/A
Net Assets33.21B
Value Line Mid Cap Focused Institutional
Price$36.15
Change-$0.16 (-0.44%)
VolumeN/A
Net Assets2B
PCBIX vs VLMIX Comparison Chart in %
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PCBIX vs. VLMIX commentary
Jul 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 StrongBuy and VLMIX is a Buy.

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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33.2B vs. VLMIX (2B). 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 : 11.45 vs. VLMIX (1.90). PCBIX return over 5 years is better than : 54.66 vs. VLMIX (39.07).
PCBIXVLMIXPCBIX / VLMIX
Total Expense Ratio0.670.8777%
Annual Report Gross Expense Ratio0.670.8777%
Fund Existence24 years8 years-
Gain YTD8.1894.419185%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B2B1,658%
Annual Yield % from dividends0.120.2745%
Returns for 1 year11.451.90602%
Returns for 3 years41.4728.68145%
Returns for 5 years54.6639.07140%
Returns for 10 years107.85N/A-
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