CMNWX vs. PLFIX
Compare and contrast key facts about Principal Capital Appreciation Fund (CMNWX) and Principal Large Cap S&P 500 Index Fund Institutional (PLFIX).
CMNWX is managed by Principal. It was launched on Nov 24, 1986. PLFIX is a passively managed fund by Principal that tracks the performance of the S&P 500 Index. It was launched on Mar 1, 2001.
Performance
CMNWX vs. PLFIX - Performance Comparison
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CMNWX vs. PLFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMNWX Principal Capital Appreciation Fund | -6.68% | 13.27% | 32.14% | 25.01% | -16.37% | 27.45% | 18.36% | 32.21% | -4.12% | 20.64% |
PLFIX Principal Large Cap S&P 500 Index Fund Institutional | -7.07% | 17.77% | 26.77% | 26.00% | -18.21% | 28.25% | 18.11% | 31.35% | -4.66% | 21.65% |
Returns By Period
In the year-to-date period, CMNWX achieves a -6.68% return, which is significantly higher than PLFIX's -7.07% return. Both investments have delivered pretty close results over the past 10 years, with CMNWX having a 13.74% annualized return and PLFIX not far behind at 13.72%.
CMNWX
- 1D
- -0.67%
- 1M
- -7.99%
- YTD
- -6.68%
- 6M
- -5.57%
- 1Y
- 12.09%
- 3Y*
- 18.16%
- 5Y*
- 12.23%
- 10Y*
- 13.74%
PLFIX
- 1D
- -0.40%
- 1M
- -7.67%
- YTD
- -7.07%
- 6M
- -4.61%
- 1Y
- 14.37%
- 3Y*
- 17.60%
- 5Y*
- 11.56%
- 10Y*
- 13.72%
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CMNWX vs. PLFIX - Expense Ratio Comparison
CMNWX has a 0.80% expense ratio, which is higher than PLFIX's 0.11% expense ratio.
Return for Risk
CMNWX vs. PLFIX — Risk / Return Rank
CMNWX
PLFIX
CMNWX vs. PLFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Capital Appreciation Fund (CMNWX) and Principal Large Cap S&P 500 Index Fund Institutional (PLFIX). 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.
| CMNWX | PLFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.85 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.33 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.20 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 1.05 | -0.14 |
Martin ratioReturn relative to average drawdown | 4.36 | 5.14 | -0.78 |
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
| CMNWX | PLFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.85 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.69 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.79 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.45 | +0.24 |
Correlation
The correlation between CMNWX and PLFIX is 0.96, 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
CMNWX vs. PLFIX - Dividend Comparison
CMNWX's dividend yield for the trailing twelve months is around 9.38%, more than PLFIX's 3.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMNWX Principal Capital Appreciation Fund | 9.38% | 8.75% | 10.03% | 0.71% | 0.69% | 9.52% | 5.33% | 8.37% | 46.60% | 7.72% | 10.32% | 5.42% |
PLFIX Principal Large Cap S&P 500 Index Fund Institutional | 3.17% | 2.95% | 4.28% | 4.13% | 2.96% | 13.60% | 7.57% | 3.83% | 7.52% | 7.01% | 3.23% | 2.69% |
Drawdowns
CMNWX vs. PLFIX - Drawdown Comparison
The maximum CMNWX drawdown since its inception was -50.43%, smaller than the maximum PLFIX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for CMNWX and PLFIX.
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Drawdown Indicators
| CMNWX | PLFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.43% | -55.28% | +4.85% |
Max Drawdown (1Y)Largest decline over 1 year | -11.50% | -12.13% | +0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -23.35% | -24.58% | +1.23% |
Max Drawdown (10Y)Largest decline over 10 years | -33.26% | -33.77% | +0.51% |
Current DrawdownCurrent decline from peak | -8.91% | -8.90% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -6.99% | -8.91% | +1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 2.48% | -0.07% |
Volatility
CMNWX vs. PLFIX - Volatility Comparison
Principal Capital Appreciation Fund (CMNWX) has a higher volatility of 4.58% compared to Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) at 4.24%. This indicates that CMNWX's price experiences larger fluctuations and is considered to be riskier than PLFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CMNWX | PLFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 4.24% | +0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.55% | 9.06% | +0.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.32% | 17.85% | -0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.76% | 16.87% | -0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.14% | 17.48% | -0.34% |