DFCIX vs. PCBIX
Compare and contrast key facts about Delaware Smid Cap Growth Fund (DFCIX) and Principal MidCap Fund Institutional Class (PCBIX).
DFCIX is managed by Delaware Funds. It was launched on Mar 27, 1986. PCBIX is managed by Principal. It was launched on Dec 6, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFCIX or PCBIX.
Correlation
The correlation between DFCIX and PCBIX is 0.91, 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.
Performance
DFCIX vs. PCBIX - Performance Comparison
Key characteristics
Returns By Period
DFCIX
N/A
N/A
N/A
N/A
N/A
N/A
PCBIX
-1.59%
-2.19%
-2.09%
11.76%
15.52%
11.46%
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DFCIX vs. PCBIX - Expense Ratio Comparison
DFCIX has a 1.04% expense ratio, which is higher than PCBIX's 0.67% expense ratio.
Risk-Adjusted Performance
DFCIX vs. PCBIX — Risk-Adjusted Performance Rank
DFCIX
PCBIX
DFCIX vs. PCBIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Smid Cap Growth Fund (DFCIX) 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.
Dividends
DFCIX vs. PCBIX - Dividend Comparison
DFCIX has not paid dividends to shareholders, while PCBIX's dividend yield for the trailing twelve months is around 3.32%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFCIX Delaware Smid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 26.86% | 100.84% | 24.56% | 13.11% | 48.99% | 4.09% | 168.40% | 33.76% | 44.53% |
PCBIX Principal MidCap Fund Institutional Class | 3.32% | 3.26% | 2.51% | 3.18% | 7.96% | 1.08% | 4.74% | 12.24% | 3.31% | 2.49% | 6.30% | 5.26% |
Drawdowns
DFCIX vs. PCBIX - Drawdown Comparison
Volatility
DFCIX vs. PCBIX - Volatility Comparison
The current volatility for Delaware Smid Cap Growth Fund (DFCIX) is 0.00%, while Principal MidCap Fund Institutional Class (PCBIX) has a volatility of 12.38%. This indicates that DFCIX 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.