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PBCKX vs. VWUSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

PBCKX vs. VWUSX

Last updated May 12, 2025

Compare and contrast key facts about Principal Blue Chip Fund (PBCKX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX).

PBCKX is managed by Principal. It was launched on Jun 14, 2012. VWUSX is managed by Vanguard. It was launched on Jan 6, 1959.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PBCKX or VWUSX.

Correlation

The correlation between PBCKX and VWUSX is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

PBCKX vs. VWUSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Principal Blue Chip Fund (PBCKX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

PBCKX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VWUSX

YTD

-4.91%

1M

9.23%

6M

-4.52%

1Y

13.19%

5Y*

13.14%

10Y*

13.37%

*Annualized

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PBCKX vs. VWUSX - Expense Ratio Comparison

PBCKX has a 0.66% expense ratio, which is higher than VWUSX's 0.38% expense ratio.

PBCKX
Principal Blue Chip Fund
VWUSX
Vanguard U.S. Growth Fund Investor Shares

Risk-Adjusted Performance

PBCKX vs. VWUSX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PBCKX
The Risk-Adjusted Performance Rank of PBCKX is 4545
Overall Rank
The Sharpe Ratio Rank of PBCKX is 4444
Sharpe Ratio Rank
The Sortino Ratio Rank of PBCKX is 4545
Sortino Ratio Rank
The Omega Ratio Rank of PBCKX is 4545
Omega Ratio Rank
The Calmar Ratio Rank of PBCKX is 4949
Calmar Ratio Rank
The Martin Ratio Rank of PBCKX is 4242
Martin Ratio Rank
VWUSX
The Risk-Adjusted Performance Rank of VWUSX is 5959
Overall Rank
The Sharpe Ratio Rank of VWUSX is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of VWUSX is 5757
Sortino Ratio Rank
The Omega Ratio Rank of VWUSX is 5757
Omega Ratio Rank
The Calmar Ratio Rank of VWUSX is 6666
Calmar Ratio Rank
The Martin Ratio Rank of VWUSX is 5555
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PBCKX vs. VWUSX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Blue Chip Fund (PBCKX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX). 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.

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Dividends

PBCKX vs. VWUSX - Dividend Comparison

PBCKX has not paid dividends to shareholders, while VWUSX's dividend yield for the trailing twelve months is around 4.83%.

TTM20242023202220212020201920182017201620152014
PBCKX
Principal Blue Chip Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VWUSX
Vanguard U.S. Growth Fund Investor Shares		4.83%4.60%0.28%0.37%13.39%3.90%4.05%9.65%5.03%1.52%8.95%8.28%

Drawdowns

PBCKX vs. VWUSX - Drawdown Comparison

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Volatility

PBCKX vs. VWUSX - Volatility Comparison

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