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PCBIX vs WWNPX
PCBIX vs WWNPX Comparison
Open Charts PCBIX vs WWNPX
Principal MidCap Institutional
Price$45.47
Change-$0.70 (-1.52%)
VolumeN/A
Net Assets30.56B
Kinetics Paradigm No Load
Price$139.08
Change+$1.16 (+0.84%)
VolumeN/A
Net Assets1.35B
PCBIX vs WWNPX Comparison Chart
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PCBIX vs. WWNPX commentary
Jun 15, 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 WWNPX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 30.6B vs. WWNPX (1.35B). PCBIX pays higher dividends than WWNPX: PCBIX (0.12) vs WWNPX (0.06). PCBIX was incepted earlier than WWNPX: PCBIX (24 years) vs WWNPX (25 years). WWNPX (1.66) is less costly to investors than PCBIX (0.67). PCBIX is a more actively managed with annual turnover of: 10.50 vs. WWNPX (2.00). PCBIX has a lower initial minimum investment than WWNPX: PCBIX (0) vs WWNPX (2500). WWNPX annual gain was more profitable for investors over the last year : 43.44 vs. PCBIX (10.51). WWNPX return over 5 years is better than : 206.20 vs. PCBIX (56.19).
| PCBIX | WWNPX | PCBIX / WWNPX | |
| Total Expense Ratio | 0.67 | 1.64 | 41% |
| Annual Report Gross Expense Ratio | 0.67 | 1.66 | 40% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 2.019 | 3.884 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.6B | 1.35B | 2,267% |
| Annual Yield % from dividends | 0.12 | 0.06 | 191% |
| Returns for 1 year | 10.51 | 43.44 | 24% |
| Returns for 3 years | 50.56 | 82.16 | 62% |
| Returns for 5 years | 56.19 | 206.20 | 27% |
| Returns for 10 years | 97.25 | 290.72 | 33% |
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