PCBIX vs. FBGRX

In the year-to-date period, PCBIX achieves a 25.82% return, which is significantly lower than FBGRX's 36.05% return. Over the past 10 years, PCBIX has underperformed FBGRX with an annualized return of 7.87%, while FBGRX has yielded a comparatively higher 13.86% annualized return.

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PCBIX has a 0.67% expense ratio, which is lower than FBGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Fund Institutional Class (PCBIX) and Fidelity Blue Chip Growth Fund (FBGRX). 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 2.28, which is comparable to the FBGRX Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of PCBIX and FBGRX, 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 0.03%, less than FBGRX's 0.20% yield.

The maximum PCBIX drawdown since its inception was -57.73%, roughly equal to the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for PCBIX and FBGRX. For additional features, visit the drawdowns tool.

The current volatility for Principal MidCap Fund Institutional Class (PCBIX) is 4.47%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 5.55%. This indicates that PCBIX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.