PCBIX vs. EISMX
PCBIX (Principal MidCap Fund Institutional Class) and EISMX (Eaton Vance Atlanta Capital SMID-Cap Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, PCBIX returned 11.82%/yr vs 10.34%/yr for EISMX. Their correlation of 0.90 means they have usually moved in the same direction. PCBIX charges 0.67%/yr vs 0.88%/yr for EISMX.
Performance
PCBIX vs. EISMX - Performance Comparison
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Returns By Period
In the year-to-date period, PCBIX achieves a -3.74% return, which is significantly lower than EISMX's 5.24% return. Over the past 10 years, PCBIX has outperformed EISMX with an annualized return of 11.82%, while EISMX has yielded a comparatively lower 10.34% annualized return.
PCBIX
- 1D
- -1.39%
- 1M
- -0.60%
- 6M
- -3.13%
- YTD
- -3.74%
- 1Y
- -7.35%
- 3Y*
- 9.29%
- 5Y*
- 4.47%
- 10Y*
- 11.82%
- ALL TIME*
- 10.93%
EISMX
- 1D
- -1.07%
- 1M
- 3.30%
- 6M
- 3.91%
- YTD
- 5.24%
- 1Y
- 2.39%
- 3Y*
- 6.91%
- 5Y*
- 5.08%
- 10Y*
- 10.34%
- ALL TIME*
- 10.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PCBIX vs. EISMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCBIX Principal MidCap Fund Institutional Class | -3.74% | 1.62% | 23.63% | 25.92% | -23.16% | 25.22% | 18.25% | 49.40% | -6.86% | 25.32% |
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 5.24% | -5.66% | 17.64% | 14.01% | -8.77% | 22.02% | 11.31% | 34.37% | -5.55% | 24.71% |
Correlation
The correlation between PCBIX and EISMX is 0.88, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.88 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2002 | 0.90 |
The correlation between PCBIX and EISMX has been stable across timeframes, ranging from 0.87 to 0.90 - a consistent structural relationship.
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Return for Risk
PCBIX vs. EISMX — Risk / Return Rank
PCBIX
EISMX
PCBIX vs. EISMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Fund Institutional Class (PCBIX) and Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PCBIX | EISMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.53 | ||
| Sortino ratioReturn per unit of downside risk | -0.80 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.00 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | -0.48 | -0.10 | -0.38 |
| Martin ratioReturn relative to average drawdown | -0.94 | -0.20 | -0.74 |
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Drawdowns
PCBIX vs. EISMX - Drawdown Comparison
The maximum PCBIX drawdown since its inception was -50.25%, which is greater than EISMX's maximum drawdown of -45.32%. Use the drawdown chart below to compare losses from any high point for PCBIX and EISMX.
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Drawdown Indicators
| PCBIX | EISMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.25% | -45.32% | -4.93% |
Max Drawdown (1Y)Largest decline over 1 year | -19.29% | -12.69% | -6.60% |
Max Drawdown (3Y)Largest decline over 3 years | -19.29% | -19.39% | +0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -31.17% | -19.81% | -11.36% |
Max Drawdown (10Y)Largest decline over 10 years | -40.56% | -39.95% | -0.61% |
Current DrawdownCurrent decline from peak | -10.03% | -6.45% | -3.58% |
Average DrawdownAverage peak-to-trough decline | -6.58% | -5.86% | -0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.82% | 6.40% | +3.42% |
Volatility
PCBIX vs. EISMX - Volatility Comparison
The current volatility for Principal MidCap Fund Institutional Class (PCBIX) is 5.19%, while Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) has a volatility of 5.63%. This indicates that PCBIX experiences smaller price fluctuations and is considered to be less risky than EISMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCBIX | EISMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 5.63% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 12.00% | 12.13% | -0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.15% | 16.19% | -1.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.75% | 17.21% | +1.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.14% | 18.87% | +0.27% |
PCBIX vs. EISMX - Expense Ratio Comparison
PCBIX has a 0.67% expense ratio, which is lower than EISMX's 0.88% expense ratio.
Dividends
PCBIX vs. EISMX - Dividend Comparison
PCBIX's dividend yield for the trailing twelve months is around 6.04%, less than EISMX's 6.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 6.11% | 6.43% | 7.26% | 2.78% | 10.37% | 10.49% | 9.80% | 6.52% | 7.20% | 3.30% | 3.58% | 6.70% |
PCBIX Principal MidCap Fund Institutional Class | 6.04% | 5.81% | 6.40% | 2.51% | 3.18% | 7.96% | 1.08% | 9.02% | 12.24% | 3.31% | 2.49% | 6.30% |
Frequently Asked Questions
PCBIX and EISMX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EISMX has higher volatility (5.63%) compared to PCBIX (5.19%). In terms of maximum drawdown, PCBIX dropped -50.25% vs EISMX's -45.32%.
EISMX currently has the higher Sharpe Ratio (-0.08 vs -0.61), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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