CMNWX vs. PLGIX
Compare and contrast key facts about Principal Capital Appreciation Fund (CMNWX) and Principal LargeCap Growth Fund I (PLGIX).
CMNWX is managed by Principal. It was launched on Nov 24, 1986. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
CMNWX vs. PLGIX - Performance Comparison
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CMNWX vs. PLGIX - 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% |
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, CMNWX achieves a -6.68% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, CMNWX has underperformed PLGIX with an annualized return of 13.74%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
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%
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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CMNWX vs. PLGIX - Expense Ratio Comparison
CMNWX has a 0.80% expense ratio, which is higher than PLGIX's 0.67% expense ratio.
Return for Risk
CMNWX vs. PLGIX — Risk / Return Rank
CMNWX
PLGIX
CMNWX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Capital Appreciation Fund (CMNWX) 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.
| CMNWX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.16 | +0.57 |
Sortino ratioReturn per unit of downside risk | 1.17 | 0.40 | +0.78 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.05 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 0.04 | +0.87 |
Martin ratioReturn relative to average drawdown | 4.36 | 0.14 | +4.22 |
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 | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.16 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.47 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.70 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.41 | +0.27 |
Correlation
The correlation between CMNWX and PLGIX is 0.93, 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. PLGIX - Dividend Comparison
CMNWX's dividend yield for the trailing twelve months is around 9.38%, less than PLGIX's 16.99% 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% |
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
CMNWX vs. PLGIX - Drawdown Comparison
The maximum CMNWX drawdown since its inception was -50.43%, smaller than the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for CMNWX and PLGIX.
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Drawdown Indicators
| CMNWX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.43% | -55.43% | +5.00% |
Max Drawdown (1Y)Largest decline over 1 year | -11.50% | -18.32% | +6.82% |
Max Drawdown (5Y)Largest decline over 5 years | -23.35% | -40.63% | +17.28% |
Max Drawdown (10Y)Largest decline over 10 years | -33.26% | -40.63% | +7.37% |
Current DrawdownCurrent decline from peak | -8.91% | -18.32% | +9.41% |
Average DrawdownAverage peak-to-trough decline | -6.99% | -13.31% | +6.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 5.45% | -3.04% |
Volatility
CMNWX vs. PLGIX - Volatility Comparison
The current volatility for Principal Capital Appreciation Fund (CMNWX) is 4.58%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that CMNWX 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
| CMNWX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 5.47% | -0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 9.55% | 11.68% | -2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.32% | 21.30% | -3.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.76% | 30.09% | -13.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.14% | 25.38% | -8.24% |