BFFAX vs. PCBIX
Compare and contrast key facts about American Funds The Bond Fund of America Class F-3 (BFFAX) and Principal MidCap Fund Institutional Class (PCBIX).
BFFAX is managed by American Funds. It was launched on May 28, 1974. PCBIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
BFFAX vs. PCBIX - Performance Comparison
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BFFAX vs. PCBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFFAX American Funds The Bond Fund of America Class F-3 | -0.53% | 7.54% | 1.54% | 4.39% | -13.00% | -0.97% | 11.12% | 8.17% | 0.22% | 3.07% |
PCBIX Principal MidCap Fund Institutional Class | -11.07% | 1.62% | 23.63% | 25.92% | -23.16% | 25.22% | 18.25% | 49.40% | -6.86% | 21.75% |
Returns By Period
In the year-to-date period, BFFAX achieves a -0.53% return, which is significantly higher than PCBIX's -11.07% return.
BFFAX
- 1D
- 0.27%
- 1M
- -1.74%
- YTD
- -0.53%
- 6M
- 0.32%
- 1Y
- 3.72%
- 3Y*
- 3.29%
- 5Y*
- 0.06%
- 10Y*
- —
PCBIX
- 1D
- 2.17%
- 1M
- -7.73%
- YTD
- -11.07%
- 6M
- -13.70%
- 1Y
- -9.77%
- 3Y*
- 10.04%
- 5Y*
- 5.23%
- 10Y*
- 11.72%
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BFFAX vs. PCBIX - Expense Ratio Comparison
BFFAX has a 0.20% expense ratio, which is lower than PCBIX's 0.67% expense ratio.
Return for Risk
BFFAX vs. PCBIX — Risk / Return Rank
BFFAX
PCBIX
BFFAX vs. PCBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Bond Fund of America Class F-3 (BFFAX) and Principal MidCap Fund Institutional Class (PCBIX). 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.
| BFFAX | PCBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | -0.51 | +1.43 |
Sortino ratioReturn per unit of downside risk | 1.32 | -0.61 | +1.93 |
Omega ratioGain probability vs. loss probability | 1.16 | 0.92 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | -0.51 | +2.07 |
Martin ratioReturn relative to average drawdown | 4.48 | -1.52 | +5.99 |
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
| BFFAX | PCBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | -0.51 | +1.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.28 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.62 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.59 | -0.16 |
Correlation
The correlation between BFFAX and PCBIX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BFFAX vs. PCBIX - Dividend Comparison
BFFAX's dividend yield for the trailing twelve months is around 4.12%, less than PCBIX's 6.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFFAX American Funds The Bond Fund of America Class F-3 | 4.12% | 4.48% | 4.67% | 3.28% | 2.46% | 1.98% | 5.38% | 3.80% | 2.72% | 2.01% | 0.00% | 0.00% |
PCBIX Principal MidCap Fund Institutional Class | 6.54% | 5.81% | 6.40% | 2.51% | 3.18% | 7.96% | 1.08% | 9.02% | 12.24% | 3.31% | 2.49% | 6.30% |
Drawdowns
BFFAX vs. PCBIX - Drawdown Comparison
The maximum BFFAX drawdown since its inception was -17.74%, smaller than the maximum PCBIX drawdown of -50.25%. Use the drawdown chart below to compare losses from any high point for BFFAX and PCBIX.
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Drawdown Indicators
| BFFAX | PCBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.74% | -50.25% | +32.51% |
Max Drawdown (1Y)Largest decline over 1 year | -2.94% | -19.29% | +16.35% |
Max Drawdown (5Y)Largest decline over 5 years | -17.74% | -31.17% | +13.43% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.56% | — |
Current DrawdownCurrent decline from peak | -2.32% | -16.88% | +14.56% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -6.50% | +1.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 6.53% | -5.51% |
Volatility
BFFAX vs. PCBIX - Volatility Comparison
The current volatility for American Funds The Bond Fund of America Class F-3 (BFFAX) is 1.49%, while Principal MidCap Fund Institutional Class (PCBIX) has a volatility of 5.24%. This indicates that BFFAX experiences smaller price fluctuations and is considered to be less risky than PCBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFFAX | PCBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 5.24% | -3.75% |
Volatility (6M)Calculated over the trailing 6-month period | 2.49% | 10.58% | -8.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.40% | 18.38% | -13.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.92% | 18.56% | -12.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.00% | 19.10% | -14.10% |