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PCBIX vs PEMGX
PCBIX vs PEMGX Comparison
Open Charts PCBIX vs PEMGX
Principal MidCap Institutional
Price$45.91
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets30.93B
PCBIX vs PEMGX Comparison Chart
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PCBIX vs. PEMGX commentary
Jun 07, 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 PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX (30.9B) and PEMGX (30.9B) have equal amount of cash in the bank . PCBIX pays higher dividends than PEMGX: PCBIX (0.12) vs PEMGX (0.00). PCBIX was incepted earlier than PEMGX: PCBIX (24 years) vs PEMGX (20 years). PEMGX (0.91) is less costly to investors than PCBIX (0.67). PCBIX (10.50) and PEMGX (10.50) have comparable annual turnover. PCBIX has a lower initial minimum investment than PEMGX: PCBIX (0) vs PEMGX (1000). PCBIX (10.75) and PEMGX (10.34) have marching annual gain over last year. PCBIX return over 5 years is better than : 47.80 vs. PEMGX (44.97).
| PCBIX | PEMGX | PCBIX / PEMGX | |
| Total Expense Ratio | 0.67 | 0.91 | 74% |
| Annual Report Gross Expense Ratio | 0.67 | 0.91 | 74% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 2.962 | 2.863 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9B | 30.9B | 100% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 10.75 | 10.34 | 104% |
| Returns for 3 years | 36.23 | 34.73 | 104% |
| Returns for 5 years | 47.80 | 44.97 | 106% |
| Returns for 10 years | 100.19 | 92.31 | 109% |
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