PCBIX vs. PVMIX
Compare and contrast key facts about Principal MidCap Fund Institutional Class (PCBIX) and Principal MidCap Value Fund I (PVMIX).
PCBIX is managed by Principal. It was launched on Dec 6, 2000. PVMIX is managed by Principal. It was launched on Dec 29, 2003.
Performance
PCBIX vs. PVMIX - Performance Comparison
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PCBIX vs. PVMIX - 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% |
PVMIX Principal MidCap Value Fund I | 2.86% | 6.09% | 33.38% | 11.04% | -5.95% | 30.97% | 6.50% | 26.69% | -11.07% | 14.63% |
Returns By Period
In the year-to-date period, PCBIX achieves a -12.96% return, which is significantly lower than PVMIX's 2.86% return. Both investments have delivered pretty close results over the past 10 years, with PCBIX having a 11.48% annualized return and PVMIX not far ahead at 11.99%.
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%
PVMIX
- 1D
- -0.38%
- 1M
- -6.51%
- YTD
- 2.86%
- 6M
- 2.78%
- 1Y
- 10.99%
- 3Y*
- 16.70%
- 5Y*
- 11.48%
- 10Y*
- 11.99%
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PCBIX vs. PVMIX - Expense Ratio Comparison
PCBIX has a 0.67% expense ratio, which is lower than PVMIX's 0.69% expense ratio.
Return for Risk
PCBIX vs. PVMIX — Risk / Return Rank
PCBIX
PVMIX
PCBIX vs. PVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Fund Institutional Class (PCBIX) and Principal MidCap Value Fund I (PVMIX). 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 | PVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.58 | 0.70 | -1.28 |
Sortino ratioReturn per unit of downside risk | -0.71 | 1.08 | -1.79 |
Omega ratioGain probability vs. loss probability | 0.91 | 1.16 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | -0.60 | 0.81 | -1.41 |
Martin ratioReturn relative to average drawdown | -1.81 | 3.70 | -5.50 |
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 | PVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.58 | 0.70 | -1.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.63 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.63 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.52 | +0.07 |
Correlation
The correlation between PCBIX and PVMIX is 0.91, 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. PVMIX - Dividend Comparison
PCBIX's dividend yield for the trailing twelve months is around 6.68%, less than PVMIX's 7.02% 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% |
PVMIX Principal MidCap Value Fund I | 7.02% | 7.22% | 33.98% | 4.63% | 7.12% | 11.44% | 1.38% | 5.11% | 13.23% | 6.92% | 1.58% | 11.19% |
Drawdowns
PCBIX vs. PVMIX - Drawdown Comparison
The maximum PCBIX drawdown since its inception was -50.25%, smaller than the maximum PVMIX drawdown of -56.76%. Use the drawdown chart below to compare losses from any high point for PCBIX and PVMIX.
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Drawdown Indicators
| PCBIX | PVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.25% | -56.76% | +6.51% |
Max Drawdown (1Y)Largest decline over 1 year | -19.29% | -12.63% | -6.66% |
Max Drawdown (5Y)Largest decline over 5 years | -31.17% | -17.05% | -14.12% |
Max Drawdown (10Y)Largest decline over 10 years | -40.56% | -41.34% | +0.78% |
Current DrawdownCurrent decline from peak | -18.65% | -6.78% | -11.87% |
Average DrawdownAverage peak-to-trough decline | -6.50% | -6.88% | +0.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.44% | 2.76% | +3.68% |
Volatility
PCBIX vs. PVMIX - Volatility Comparison
Principal MidCap Fund Institutional Class (PCBIX) has a higher volatility of 4.56% compared to Principal MidCap Value Fund I (PVMIX) at 3.98%. This indicates that PCBIX's price experiences larger fluctuations and is considered to be riskier than PVMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCBIX | PVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.56% | 3.98% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 10.34% | 8.73% | +1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.28% | 16.95% | +1.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.53% | 18.28% | +0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.09% | 19.20% | -0.11% |