Ad is loading...
PCBIX vs PEMGX
PCBIX vs PEMGX Comparison
Open Charts PCBIX vs PEMGX
Principal MidCap Institutional
Price$43.27
Change-$1.78 (-3.95%)
VolumeN/A
Net Assets29.76B
PCBIX vs PEMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PCBIX vs. PEMGX commentary
Apr 04, 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 (29.8B) and PEMGX (29.8B) have equal amount of cash in the bank . PCBIX pays higher dividends than PEMGX: PCBIX (0.13) vs PEMGX (0.00). PCBIX was incepted earlier than PEMGX: PCBIX (24 years) vs PEMGX (20 years). PEMGX (0.95) is less costly to investors than PCBIX (0.68). 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 annual gain was more profitable for investors over the last year : 7.73 vs. PEMGX (7.33). PCBIX (105.67) and PEMGX (101.64) have equivalent 5 years return.
| PCBIX | PEMGX | PCBIX / PEMGX | |
| Total Expense Ratio | 0.68 | 0.95 | 72% |
| Annual Report Gross Expense Ratio | 0.68 | 0.95 | 72% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 1.077 | 1.009 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 29.8B | 100% |
| Annual Yield % from dividends | 0.13 | 0.00 | - |
| Returns for 1 year | 7.73 | 7.33 | 105% |
| Returns for 3 years | 20.43 | 19.09 | 107% |
| Returns for 5 years | 105.67 | 101.64 | 104% |
| Returns for 10 years | 93.77 | 86.08 | 109% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MMD | 15.06 | -0.05 | -0.33% |
| NYLI MacKay DefinedTerm Muni Opportunities Fund | |||
| AWF | 10.55 | -0.16 | -1.54% |
| ALLIANCEBERSTEIN GLOBAL HIGH Income FUND | |||
| GSEE | 44.40 | -0.97 | -2.15% |
| Goldman Sachs MarketBeta Emer Mkt Eq ETF | |||
| BCIM | 20.90 | -0.65 | -3.03% |
| abrdn Blmb Indstl Mtls Stgy K1 Fr ETF | |||
| CGDV | 34.41 | -1.43 | -3.99% |
| Capital Group Dividend Value ETF | |||