CMPGX vs. PLSAX
Compare and contrast key facts about Principal Government & High Quality Bond Fund (CMPGX) and Principal LargeCap S&P 500 Index Fund Class A (PLSAX).
CMPGX is managed by Principal Funds. It was launched on May 3, 1984. PLSAX is a passively managed fund by Principal Funds that tracks the performance of the S&P 500 Index. It was launched on Feb 2, 2001.
Performance
CMPGX vs. PLSAX - Performance Comparison
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CMPGX vs. PLSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMPGX Principal Government & High Quality Bond Fund | 0.03% | 7.56% | 0.46% | 3.98% | -12.34% | -1.80% | 2.50% | 6.12% | 0.52% | 1.36% |
PLSAX Principal LargeCap S&P 500 Index Fund Class A | -4.39% | 17.50% | 26.46% | 25.70% | -18.41% | 27.93% | 17.85% | 30.97% | -4.93% | 21.23% |
Returns By Period
In the year-to-date period, CMPGX achieves a 0.03% return, which is significantly higher than PLSAX's -4.39% return. Over the past 10 years, CMPGX has underperformed PLSAX with an annualized return of 0.61%, while PLSAX has yielded a comparatively higher 13.75% annualized return.
CMPGX
- 1D
- 0.33%
- 1M
- -1.62%
- YTD
- 0.03%
- 6M
- 0.99%
- 1Y
- 4.22%
- 3Y*
- 3.09%
- 5Y*
- -0.55%
- 10Y*
- 0.61%
PLSAX
- 1D
- 2.93%
- 1M
- -5.03%
- YTD
- -4.39%
- 6M
- -2.26%
- 1Y
- 17.02%
- 3Y*
- 18.47%
- 5Y*
- 11.69%
- 10Y*
- 13.75%
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CMPGX vs. PLSAX - Expense Ratio Comparison
CMPGX has a 0.78% expense ratio, which is higher than PLSAX's 0.38% expense ratio.
Return for Risk
CMPGX vs. PLSAX — Risk / Return Rank
CMPGX
PLSAX
CMPGX vs. PLSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Government & High Quality Bond Fund (CMPGX) and Principal LargeCap S&P 500 Index Fund Class A (PLSAX). 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.
| CMPGX | PLSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.97 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.51 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.49 | +0.03 |
Martin ratioReturn relative to average drawdown | 4.29 | 7.18 | -2.89 |
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
| CMPGX | PLSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.97 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | 0.69 | -0.78 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.12 | 0.79 | -0.66 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.40 | +0.43 |
Correlation
The correlation between CMPGX and PLSAX is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
CMPGX vs. PLSAX - Dividend Comparison
CMPGX's dividend yield for the trailing twelve months is around 3.23%, more than PLSAX's 2.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMPGX Principal Government & High Quality Bond Fund | 3.23% | 3.44% | 2.84% | 2.19% | 1.35% | 1.08% | 2.00% | 2.43% | 2.65% | 3.30% | 3.76% | 2.96% |
PLSAX Principal LargeCap S&P 500 Index Fund Class A | 2.88% | 2.75% | 4.07% | 3.90% | 2.70% | 13.38% | 7.35% | 3.57% | 7.19% | 6.72% | 2.93% | 2.36% |
Drawdowns
CMPGX vs. PLSAX - Drawdown Comparison
The maximum CMPGX drawdown since its inception was -19.56%, smaller than the maximum PLSAX drawdown of -55.67%. Use the drawdown chart below to compare losses from any high point for CMPGX and PLSAX.
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Drawdown Indicators
| CMPGX | PLSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.56% | -55.67% | +36.11% |
Max Drawdown (1Y)Largest decline over 1 year | -3.35% | -12.13% | +8.78% |
Max Drawdown (5Y)Largest decline over 5 years | -19.17% | -24.69% | +5.52% |
Max Drawdown (10Y)Largest decline over 10 years | -19.56% | -33.79% | +14.23% |
Current DrawdownCurrent decline from peak | -3.64% | -6.27% | +2.63% |
Average DrawdownAverage peak-to-trough decline | -2.41% | -10.22% | +7.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.19% | 2.52% | -1.33% |
Volatility
CMPGX vs. PLSAX - Volatility Comparison
The current volatility for Principal Government & High Quality Bond Fund (CMPGX) is 1.93%, while Principal LargeCap S&P 500 Index Fund Class A (PLSAX) has a volatility of 5.33%. This indicates that CMPGX experiences smaller price fluctuations and is considered to be less risky than PLSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CMPGX | PLSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.93% | 5.33% | -3.40% |
Volatility (6M)Calculated over the trailing 6-month period | 2.81% | 9.53% | -6.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.93% | 18.07% | -13.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.59% | 16.92% | -10.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.94% | 17.48% | -12.54% |