PCBIX
Price
$43.17
Change
-$0.21 (-0.48%)
Updated
Dec 12 closing price
Net Assets
30.94B
WMGRX
Price
$21.53
Change
-$0.30 (-1.37%)
Updated
Dec 12 closing price
Net Assets
3.88B
Interact to see
Advertisement

PCBIX vs WMGRX

Header iconPCBIX vs WMGRX Comparison
Open Charts PCBIX vs WMGRXBanner chart's image
Principal MidCap Institutional
Price$43.17
Change-$0.21 (-0.48%)
VolumeN/A
Net Assets30.94B
Nomura Mid Cap Growth R
Price$21.53
Change-$0.30 (-1.37%)
VolumeN/A
Net Assets3.88B
PCBIX vs WMGRX Comparison Chart in %
View a ticker or compare two or three
VS
PCBIX vs. WMGRX commentary
Dec 14, 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 Hold and WMGRX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 30.9B vs. WMGRX (3.88B). PCBIX pays higher dividends than WMGRX: PCBIX (0.12) vs WMGRX (0.00). PCBIX was incepted earlier than WMGRX: PCBIX (25 years) vs WMGRX (20 years). WMGRX (1.45) is less costly to investors than PCBIX (0.67). WMGRX is a more actively managed with annual turnover of: 42.00 vs. PCBIX (10.50). PCBIX (0) and WMGRX (0) have matching initial minimum investment requirements. PCBIX annual gain was more profitable for investors over the last year : -10.52 vs. WMGRX (-13.44). PCBIX return over 5 years is better than : 23.65 vs. WMGRX (-35.51).
PCBIXWMGRXPCBIX / WMGRX
Total Expense Ratio0.671.2952%
Annual Report Gross Expense Ratio0.671.4546%
Fund Existence25 years20 years-
Gain YTD-2.670-6.82939%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B3.88B796%
Annual Yield % from dividends0.120.00-
Returns for 1 year-10.52-13.4478%
Returns for 3 years30.37-6.23-488%
Returns for 5 years23.65-35.51-67%
Returns for 10 years101.2018.06560%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BKRDX8.420.02
+0.24%
iShares Developed Real Estate Idx K
HSWSX22.020.03
+0.14%
Hartford Schroders International Stk R4
AMLPX9.400.01
+0.11%
MainGate MLP A
FBKFX17.69N/A
N/A
Fidelity Balanced K6
SISEX30.14-0.04
-0.13%
Shelton International Select Eq Inst