PCBIX vs. CMGIX

In the year-to-date period, PCBIX achieves a 1.93% return, which is significantly higher than CMGIX's -4.64% return. Over the past 10 years, PCBIX has underperformed CMGIX with an annualized return of 7.09%, while CMGIX has yielded a comparatively higher 8.51% annualized return.

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PCBIX has a 0.67% expense ratio, which is lower than CMGIX's 0.80% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Fund Institutional Class (PCBIX) and BlackRock Mid-Cap Growth Equity Portfolio (CMGIX). 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.

The current PCBIX Sharpe Ratio is 0.48, which is higher than the CMGIX Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of PCBIX and CMGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PCBIX's dividend yield for the trailing twelve months is around 0.13%, while CMGIX has not paid dividends to shareholders.

The maximum PCBIX drawdown since its inception was -57.73%, smaller than the maximum CMGIX drawdown of -82.66%. Use the drawdown chart below to compare losses from any high point for PCBIX and CMGIX. For additional features, visit the drawdowns tool.

The current volatility for Principal MidCap Fund Institutional Class (PCBIX) is 6.24%, while BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) has a volatility of 9.06%. This indicates that PCBIX experiences smaller price fluctuations and is considered to be less risky than CMGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.