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PCBIX vs VLMIX
PCBIX vs VLMIX Comparison
Open Charts PCBIX vs VLMIX
Principal MidCap Institutional
Price$42.61
Change+$0.16 (+0.38%)
VolumeN/A
Net Assets28.35B
Value Line Mid Cap Focused Institutional
Price$33.33
Change+$0.06 (+0.18%)
VolumeN/A
Net Assets1.84B
PCBIX vs VLMIX Comparison Chart
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PCBIX vs. VLMIX commentary
Apr 20, 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 Buy and VLMIX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 28.4B vs. VLMIX (1.84B). VLMIX pays higher dividends than PCBIX: VLMIX (0.28) vs PCBIX (0.13). 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 : 7.36 vs. VLMIX (1.86). PCBIX return over 5 years is better than : 63.46 vs. VLMIX (48.34).
| 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 | -4.398 | -3.726 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.4B | 1.84B | 1,542% |
| Annual Yield % from dividends | 0.13 | 0.28 | 46% |
| Returns for 1 year | 7.36 | 1.86 | 397% |
| Returns for 3 years | 19.65 | 16.18 | 121% |
| Returns for 5 years | 63.46 | 48.34 | 131% |
| Returns for 10 years | 83.67 | N/A | - |