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PCBIX vs WGUSX
PCBIX vs WGUSX Comparison
Open Charts PCBIX vs WGUSX
Principal MidCap Institutional
Price$41.56
Change-$4.83 (-10.41%)
VolumeN/A
Net Assets29.47B
Wasatch US Select Inst
Price$13.08
Change-$1.68 (-11.38%)
VolumeN/A
Net Assets17.27M
PCBIX vs WGUSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 29.5B vs. WGUSX (17.3M). PCBIX (0.00) and WGUSX (0.00) have matching dividends . PCBIX was incepted earlier than WGUSX: PCBIX (25 years) vs WGUSX (4 years). WGUSX (1.26) is less costly to investors than PCBIX (0.67). WGUSX is a more actively managed with annual turnover of: 59.00 vs. PCBIX (13.70). PCBIX has a lower initial minimum investment than WGUSX: PCBIX (0) vs WGUSX (100000). PCBIX annual gain was more profitable for investors over the last year : -10.93 vs. WGUSX (-16.90).
| PCBIX | WGUSX | PCBIX / WGUSX | |
| Total Expense Ratio | 0.67 | 0.86 | 78% |
| Annual Report Gross Expense Ratio | 0.67 | 1.26 | 53% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | -2.920 | -1.580 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 17.3M | 170,520% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.93 | -16.90 | 65% |
| Returns for 3 years | 21.90 | 7.04 | 311% |
| Returns for 5 years | 14.21 | N/A | - |
| Returns for 10 years | 124.71 | N/A | - |
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