PCBIX vs. OSGIX
Compare and contrast key facts about Principal MidCap Fund Institutional Class (PCBIX) and JPMorgan Mid Cap Growth Fund Class A (OSGIX).
PCBIX is managed by Principal. It was launched on Dec 6, 2000. OSGIX is managed by JPMorgan. It was launched on Sep 21, 1994.
Performance
PCBIX vs. OSGIX - Performance Comparison
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PCBIX vs. OSGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCBIX Principal MidCap Fund Institutional Class | -12.96% | 1.62% | 23.63% | 25.92% | -23.16% | 25.22% | 18.25% | 49.40% | -6.86% | 25.32% |
OSGIX JPMorgan Mid Cap Growth Fund Class A | -9.42% | 8.41% | 24.96% | 22.83% | -27.26% | 10.32% | 47.86% | 39.31% | -5.34% | 29.08% |
Returns By Period
In the year-to-date period, PCBIX achieves a -12.96% return, which is significantly lower than OSGIX's -9.42% return. Over the past 10 years, PCBIX has underperformed OSGIX with an annualized return of 11.48%, while OSGIX has yielded a comparatively higher 12.18% annualized return.
PCBIX
- 1D
- 0.78%
- 1M
- -9.56%
- YTD
- -12.96%
- 6M
- -16.52%
- 1Y
- -11.19%
- 3Y*
- 9.26%
- 5Y*
- 5.06%
- 10Y*
- 11.48%
OSGIX
- 1D
- -1.21%
- 1M
- -9.78%
- YTD
- -9.42%
- 6M
- -12.12%
- 1Y
- 8.27%
- 3Y*
- 11.87%
- 5Y*
- 3.62%
- 10Y*
- 12.18%
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PCBIX vs. OSGIX - Expense Ratio Comparison
PCBIX has a 0.67% expense ratio, which is lower than OSGIX's 1.14% expense ratio.
Return for Risk
PCBIX vs. OSGIX — Risk / Return Rank
PCBIX
OSGIX
PCBIX vs. OSGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Fund Institutional Class (PCBIX) and JPMorgan Mid Cap Growth Fund Class A (OSGIX). 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.
| PCBIX | OSGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.58 | 0.34 | -0.92 |
Sortino ratioReturn per unit of downside risk | -0.71 | 0.65 | -1.35 |
Omega ratioGain probability vs. loss probability | 0.91 | 1.09 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | -0.60 | 0.39 | -0.99 |
Martin ratioReturn relative to average drawdown | -1.81 | 1.25 | -3.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PCBIX | OSGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.58 | 0.34 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.16 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.54 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.41 | +0.18 |
Correlation
The correlation between PCBIX and OSGIX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PCBIX vs. OSGIX - Dividend Comparison
PCBIX's dividend yield for the trailing twelve months is around 6.68%, less than OSGIX's 13.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCBIX Principal MidCap Fund Institutional Class | 6.68% | 5.81% | 6.40% | 2.51% | 3.18% | 7.96% | 1.08% | 9.02% | 12.24% | 3.31% | 2.49% | 6.30% |
OSGIX JPMorgan Mid Cap Growth Fund Class A | 13.59% | 12.31% | 18.67% | 0.00% | 0.98% | 10.97% | 12.80% | 8.61% | 8.45% | 7.36% | 0.05% | 6.01% |
Drawdowns
PCBIX vs. OSGIX - Drawdown Comparison
The maximum PCBIX drawdown since its inception was -50.25%, smaller than the maximum OSGIX drawdown of -57.79%. Use the drawdown chart below to compare losses from any high point for PCBIX and OSGIX.
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Drawdown Indicators
| PCBIX | OSGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.25% | -57.79% | +7.54% |
Max Drawdown (1Y)Largest decline over 1 year | -19.29% | -14.25% | -5.04% |
Max Drawdown (5Y)Largest decline over 5 years | -31.17% | -37.26% | +6.09% |
Max Drawdown (10Y)Largest decline over 10 years | -40.56% | -37.26% | -3.30% |
Current DrawdownCurrent decline from peak | -18.65% | -14.25% | -4.40% |
Average DrawdownAverage peak-to-trough decline | -6.50% | -12.32% | +5.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.44% | 4.42% | +2.02% |
Volatility
PCBIX vs. OSGIX - Volatility Comparison
The current volatility for Principal MidCap Fund Institutional Class (PCBIX) is 4.56%, while JPMorgan Mid Cap Growth Fund Class A (OSGIX) has a volatility of 6.28%. This indicates that PCBIX experiences smaller price fluctuations and is considered to be less risky than OSGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCBIX | OSGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.56% | 6.28% | -1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 10.34% | 13.19% | -2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.28% | 22.81% | -4.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.53% | 22.42% | -3.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.09% | 22.62% | -3.53% |