Interact to see
Advertisement
Advertisement
PCBIX vs VLMIX
PCBIX vs VLMIX Comparison
Open Charts PCBIX vs VLMIX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 8.189 | 4.419 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2B | 2B | 1,658% |
| Annual Yield % from dividends | 0.12 | 0.27 | 45% |
| Returns for 1 year | 11.45 | 1.90 | 602% |
| Returns for 3 years | 41.47 | 28.68 | 145% |
| Returns for 5 years | 54.66 | 39.07 | 140% |
| Returns for 10 years | 107.85 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IGV | 112.88 | 0.19 | +0.17% |
| iShares Expanded Tech-Software Sect ETF | |||
| AFSM | 30.36 | 0.02 | +0.06% |
| First Trust Active Factor Small Cap ETF | |||
| PDT | 13.29 | -0.05 | -0.37% |
| John Hancock Premium Dividend Fund | |||
| BKCI | 51.47 | -0.62 | -1.20% |
| BNY Mellon Concentrated Internatnl ETF | |||
| INEQ | 35.66 | -0.62 | -1.71% |
| Columbia Intl Equ Income ETF | |||