ASVIX vs. PLGIX
Compare and contrast key facts about American Century Small Cap Value Fund (ASVIX) and Principal LargeCap Growth Fund I (PLGIX).
ASVIX is managed by American Century. It was launched on Jul 31, 1998. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
ASVIX vs. PLGIX - Performance Comparison
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ASVIX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ASVIX American Century Small Cap Value Fund | 1.81% | -3.39% | 7.12% | 16.09% | -14.48% | 37.20% | 8.94% | 33.51% | -16.99% | 10.31% |
PLGIX Principal LargeCap Growth Fund I | -14.91% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
Returns By Period
In the year-to-date period, ASVIX achieves a 1.81% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, ASVIX has underperformed PLGIX with an annualized return of 9.26%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
ASVIX
- 1D
- 0.00%
- 1M
- -6.25%
- YTD
- 1.81%
- 6M
- 0.60%
- 1Y
- 4.91%
- 3Y*
- 6.04%
- 5Y*
- 2.86%
- 10Y*
- 9.26%
PLGIX
- 1D
- -0.29%
- 1M
- -8.82%
- YTD
- -14.91%
- 6M
- -15.13%
- 1Y
- 3.34%
- 3Y*
- 29.30%
- 5Y*
- 14.11%
- 10Y*
- 17.78%
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ASVIX vs. PLGIX - Expense Ratio Comparison
ASVIX has a 1.09% expense ratio, which is higher than PLGIX's 0.67% expense ratio.
Return for Risk
ASVIX vs. PLGIX — Risk / Return Rank
ASVIX
PLGIX
ASVIX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Small Cap Value Fund (ASVIX) and Principal LargeCap Growth Fund I (PLGIX). 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.
| ASVIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.21 | 0.16 | +0.05 |
Sortino ratioReturn per unit of downside risk | 0.47 | 0.40 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.05 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.20 | 0.04 | +0.16 |
Martin ratioReturn relative to average drawdown | 0.59 | 0.14 | +0.45 |
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
| ASVIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.21 | 0.16 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.47 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.70 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.41 | +0.06 |
Correlation
The correlation between ASVIX and PLGIX is 0.75, 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
ASVIX vs. PLGIX - Dividend Comparison
ASVIX's dividend yield for the trailing twelve months is around 13.73%, less than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASVIX American Century Small Cap Value Fund | 13.73% | 14.08% | 6.96% | 1.00% | 3.86% | 7.32% | 0.35% | 2.41% | 20.02% | 14.39% | 5.29% | 14.05% |
PLGIX Principal LargeCap Growth Fund I | 16.99% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
Drawdowns
ASVIX vs. PLGIX - Drawdown Comparison
The maximum ASVIX drawdown since its inception was -55.10%, roughly equal to the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for ASVIX and PLGIX.
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Drawdown Indicators
| ASVIX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.10% | -55.43% | +0.33% |
Max Drawdown (1Y)Largest decline over 1 year | -16.19% | -18.32% | +2.13% |
Max Drawdown (5Y)Largest decline over 5 years | -27.25% | -40.63% | +13.38% |
Max Drawdown (10Y)Largest decline over 10 years | -43.50% | -40.63% | -2.87% |
Current DrawdownCurrent decline from peak | -10.12% | -18.32% | +8.20% |
Average DrawdownAverage peak-to-trough decline | -7.97% | -13.31% | +5.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.46% | 5.45% | +0.01% |
Volatility
ASVIX vs. PLGIX - Volatility Comparison
The current volatility for American Century Small Cap Value Fund (ASVIX) is 5.01%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that ASVIX experiences smaller price fluctuations and is considered to be less risky than PLGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ASVIX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 5.47% | -0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 13.14% | 11.68% | +1.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.10% | 21.30% | +2.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.06% | 30.09% | -8.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.29% | 25.38% | -2.09% |