CMGIX vs. PCBIX

In the year-to-date period, CMGIX achieves a 18.13% return, which is significantly lower than PCBIX's 25.82% return. Over the past 10 years, CMGIX has outperformed PCBIX with an annualized return of 9.59%, while PCBIX has yielded a comparatively lower 7.87% annualized return.

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CMGIX has a 0.80% expense ratio, which is higher than PCBIX's 0.67% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) 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.

The current CMGIX Sharpe Ratio is 1.67, which is comparable to the PCBIX Sharpe Ratio of 2.28. The chart below compares the historical Sharpe Ratios of CMGIX and PCBIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CMGIX has not paid dividends to shareholders, while PCBIX's dividend yield for the trailing twelve months is around 0.03%.

The maximum CMGIX drawdown since its inception was -82.66%, which is greater than PCBIX's maximum drawdown of -57.73%. Use the drawdown chart below to compare losses from any high point for CMGIX and PCBIX. For additional features, visit the drawdowns tool.

BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) has a higher volatility of 6.12% compared to Principal MidCap Fund Institutional Class (PCBIX) at 4.47%. This indicates that CMGIX's price experiences larger fluctuations and is considered to be riskier than PCBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.