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PCBIX vs PEMGX
PCBIX vs PEMGX Comparison
Open Charts PCBIX vs PEMGX
Principal MidCap Institutional
Price$47.14
Change+$0.23 (+0.49%)
VolumeN/A
Net Assets31.47B
PCBIX vs PEMGX Comparison Chart in %
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PCBIX vs. PEMGX commentary
Jul 01, 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 (31.5B) and PEMGX (31.5B) 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 (13.56) and PEMGX (13.16) have marching annual gain over last year. PCBIX return over 5 years is better than : 59.28 vs. PEMGX (56.24).
| 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 | 5.250 | 5.138 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.5B | 31.5B | 100% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 13.56 | 13.16 | 103% |
| Returns for 3 years | 50.75 | 49.07 | 103% |
| Returns for 5 years | 59.28 | 56.24 | 105% |
| Returns for 10 years | 105.17 | 97.17 | 108% |
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