PCBIX vs. FAMVX
PCBIX (Principal MidCap Fund Institutional Class) and FAMVX (FAM Value Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, PCBIX returned 11.82%/yr vs 10.41%/yr for FAMVX. Their correlation of 0.90 means they have usually moved in the same direction. PCBIX charges 0.67%/yr vs 1.19%/yr for FAMVX.
Performance
PCBIX vs. FAMVX - Performance Comparison
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Returns By Period
In the year-to-date period, PCBIX achieves a -3.74% return, which is significantly lower than FAMVX's 8.80% return. Over the past 10 years, PCBIX has outperformed FAMVX with an annualized return of 11.82%, while FAMVX has yielded a comparatively lower 10.41% annualized return.
PCBIX
- 1D
- -1.39%
- 1M
- -0.60%
- 6M
- -3.13%
- YTD
- -3.74%
- 1Y
- -7.35%
- 3Y*
- 9.29%
- 5Y*
- 4.47%
- 10Y*
- 11.82%
- ALL TIME*
- 10.93%
FAMVX
- 1D
- -0.82%
- 1M
- 0.67%
- 6M
- 6.51%
- YTD
- 8.80%
- 1Y
- 12.03%
- 3Y*
- 11.54%
- 5Y*
- 7.10%
- 10Y*
- 10.41%
- ALL TIME*
- 9.82%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
FAMVX FAM Value Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
PCBIX vs. FAMVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCBIX Principal MidCap Fund Institutional Class | -3.74% | 1.62% | 23.63% | 25.92% | -23.16% | 25.22% | 18.25% | 49.40% | -6.86% | 25.32% |
FAMVX FAM Value Fund | 8.80% | 4.90% | 15.51% | 16.09% | -14.06% | 25.65% | 6.81% | 30.31% | -6.15% | 17.34% |
Correlation
The correlation between PCBIX and FAMVX is 0.81, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.81 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2001 | 0.90 |
The correlation between PCBIX and FAMVX has been stable across timeframes, ranging from 0.81 to 0.90 - a consistent structural relationship.
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Return for Risk
PCBIX vs. FAMVX — Risk / Return Rank
PCBIX
FAMVX
PCBIX vs. FAMVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Fund Institutional Class (PCBIX) and FAM Value Fund (FAMVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PCBIX | FAMVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.30 | ||
| Sortino ratioReturn per unit of downside risk | -1.90 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.13 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | -0.48 | 1.02 | -1.50 |
| Martin ratioReturn relative to average drawdown | -0.94 | 3.10 | -4.04 |
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Drawdowns
PCBIX vs. FAMVX - Drawdown Comparison
The maximum PCBIX drawdown since its inception was -50.25%, roughly equal to the maximum FAMVX drawdown of -51.12%. Use the drawdown chart below to compare losses from any high point for PCBIX and FAMVX.
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Drawdown Indicators
| PCBIX | FAMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.25% | -51.12% | +0.87% |
Max Drawdown (1Y)Largest decline over 1 year | -19.29% | -9.47% | -9.82% |
Max Drawdown (3Y)Largest decline over 3 years | -19.29% | -16.74% | -2.55% |
Max Drawdown (5Y)Largest decline over 5 years | -31.17% | -22.77% | -8.40% |
Max Drawdown (10Y)Largest decline over 10 years | -40.56% | -37.73% | -2.83% |
Current DrawdownCurrent decline from peak | -10.03% | -1.00% | -9.03% |
Average DrawdownAverage peak-to-trough decline | -6.58% | -6.40% | -0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.82% | 3.11% | +6.71% |
Volatility
PCBIX vs. FAMVX - Volatility Comparison
Principal MidCap Fund Institutional Class (PCBIX) has a higher volatility of 5.19% compared to FAM Value Fund (FAMVX) at 3.48%. This indicates that PCBIX's price experiences larger fluctuations and is considered to be riskier than FAMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCBIX | FAMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 3.48% | +1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 12.00% | 10.60% | +1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.15% | 13.94% | +1.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.75% | 17.13% | +1.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.14% | 18.19% | +0.95% |
PCBIX vs. FAMVX - Expense Ratio Comparison
PCBIX has a 0.67% expense ratio, which is lower than FAMVX's 1.19% expense ratio.
Dividends
PCBIX vs. FAMVX - Dividend Comparison
PCBIX's dividend yield for the trailing twelve months is around 6.04%, more than FAMVX's 4.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAMVX FAM Value Fund | 4.51% | 4.90% | 6.28% | 5.01% | 3.67% | 4.99% | 3.69% | 6.80% | 4.09% | 5.06% | 5.21% | 9.06% |
PCBIX Principal MidCap Fund Institutional Class | 6.04% | 5.81% | 6.40% | 2.51% | 3.18% | 7.96% | 1.08% | 9.02% | 12.24% | 3.31% | 2.49% | 6.30% |
Frequently Asked Questions
PCBIX and FAMVX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PCBIX has higher volatility (5.19%) compared to FAMVX (3.48%). In terms of maximum drawdown, PCBIX dropped -50.25% vs FAMVX's -51.12%.
FAMVX currently has the higher Sharpe Ratio (0.69 vs -0.61), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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