FESCX vs. PMAQX
Compare and contrast key facts about First Eagle Small Cap Opportunity Fund (FESCX) and Principal MidCap R6 (PMAQX).
FESCX is managed by First Eagle. It was launched on Apr 26, 2021. PMAQX is managed by Principal Funds. It was launched on Nov 22, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FESCX or PMAQX.
Correlation
The correlation between FESCX and PMAQX is 0.82, 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
FESCX vs. PMAQX - Performance Comparison
Key characteristics
FESCX:
0.50
PMAQX:
1.15
FESCX:
0.83
PMAQX:
1.59
FESCX:
1.10
PMAQX:
1.20
FESCX:
0.89
PMAQX:
1.15
FESCX:
2.12
PMAQX:
4.24
FESCX:
4.59%
PMAQX:
3.95%
FESCX:
19.43%
PMAQX:
14.56%
FESCX:
-27.86%
PMAQX:
-40.56%
FESCX:
-6.77%
PMAQX:
-6.52%
Returns By Period
In the year-to-date period, FESCX achieves a 2.22% return, which is significantly lower than PMAQX's 3.81% return.
FESCX
2.22%
2.62%
6.67%
12.02%
N/A
N/A
PMAQX
3.81%
5.66%
8.39%
18.85%
6.82%
N/A
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FESCX vs. PMAQX - Expense Ratio Comparison
FESCX has a 1.00% expense ratio, which is higher than PMAQX's 0.60% expense ratio.
Risk-Adjusted Performance
FESCX vs. PMAQX — Risk-Adjusted Performance Rank
FESCX
PMAQX
FESCX vs. PMAQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Small Cap Opportunity Fund (FESCX) and Principal MidCap R6 (PMAQX). 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
FESCX vs. PMAQX - Dividend Comparison
FESCX's dividend yield for the trailing twelve months is around 1.52%, more than PMAQX's 0.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
FESCX First Eagle Small Cap Opportunity Fund | 1.52% | 1.56% | 0.60% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PMAQX Principal MidCap R6 | 0.20% | 0.20% | 0.11% | 0.00% | 0.00% | 0.00% | 0.58% | 0.20% | 0.13% | 2.56% |
Drawdowns
FESCX vs. PMAQX - Drawdown Comparison
The maximum FESCX drawdown since its inception was -27.86%, smaller than the maximum PMAQX drawdown of -40.56%. Use the drawdown chart below to compare losses from any high point for FESCX and PMAQX. For additional features, visit the drawdowns tool.
Volatility
FESCX vs. PMAQX - Volatility Comparison
First Eagle Small Cap Opportunity Fund (FESCX) has a higher volatility of 5.09% compared to Principal MidCap R6 (PMAQX) at 3.47%. This indicates that FESCX's price experiences larger fluctuations and is considered to be riskier than PMAQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.