PCBIX vs. PLGIX
Compare and contrast key facts about Principal MidCap Fund Institutional Class (PCBIX) and Principal LargeCap Growth Fund I (PLGIX).
PCBIX is managed by Principal. It was launched on Dec 6, 2000. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PCBIX vs. PLGIX - Performance Comparison
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PCBIX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCBIX Principal MidCap Fund Institutional Class | -12.96% | 1.62% | 23.63% | 25.92% | -23.16% | 25.22% | 18.25% | 49.40% | -6.86% | 25.32% |
PLGIX Principal LargeCap Growth Fund I | -14.91% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
Returns By Period
In the year-to-date period, PCBIX achieves a -12.96% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, PCBIX has underperformed PLGIX with an annualized return of 11.48%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
PCBIX
- 1D
- 0.78%
- 1M
- -9.56%
- YTD
- -12.96%
- 6M
- -16.52%
- 1Y
- -11.19%
- 3Y*
- 9.26%
- 5Y*
- 5.06%
- 10Y*
- 11.48%
PLGIX
- 1D
- -0.29%
- 1M
- -8.82%
- YTD
- -14.91%
- 6M
- -15.13%
- 1Y
- 3.34%
- 3Y*
- 29.30%
- 5Y*
- 14.11%
- 10Y*
- 17.78%
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PCBIX vs. PLGIX - Expense Ratio Comparison
Both PCBIX and PLGIX have an expense ratio of 0.67%.
Return for Risk
PCBIX vs. PLGIX — Risk / Return Rank
PCBIX
PLGIX
PCBIX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Fund Institutional Class (PCBIX) and Principal LargeCap Growth Fund I (PLGIX). 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.
| PCBIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.58 | 0.16 | -0.74 |
Sortino ratioReturn per unit of downside risk | -0.71 | 0.40 | -1.10 |
Omega ratioGain probability vs. loss probability | 0.91 | 1.05 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | -0.60 | 0.04 | -0.64 |
Martin ratioReturn relative to average drawdown | -1.81 | 0.14 | -1.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PCBIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.58 | 0.16 | -0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.47 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.70 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.41 | +0.17 |
Correlation
The correlation between PCBIX and PLGIX is 0.87, 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.
Dividends
PCBIX vs. PLGIX - Dividend Comparison
PCBIX's dividend yield for the trailing twelve months is around 6.68%, less than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCBIX Principal MidCap Fund Institutional Class | 6.68% | 5.81% | 6.40% | 2.51% | 3.18% | 7.96% | 1.08% | 9.02% | 12.24% | 3.31% | 2.49% | 6.30% |
PLGIX Principal LargeCap Growth Fund I | 16.99% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
Drawdowns
PCBIX vs. PLGIX - Drawdown Comparison
The maximum PCBIX drawdown since its inception was -50.25%, smaller than the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PCBIX and PLGIX.
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Drawdown Indicators
| PCBIX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.25% | -55.43% | +5.18% |
Max Drawdown (1Y)Largest decline over 1 year | -19.29% | -18.32% | -0.97% |
Max Drawdown (5Y)Largest decline over 5 years | -31.17% | -40.63% | +9.46% |
Max Drawdown (10Y)Largest decline over 10 years | -40.56% | -40.63% | +0.07% |
Current DrawdownCurrent decline from peak | -18.65% | -18.32% | -0.33% |
Average DrawdownAverage peak-to-trough decline | -6.50% | -13.31% | +6.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.44% | 5.45% | +0.99% |
Volatility
PCBIX vs. PLGIX - Volatility Comparison
The current volatility for Principal MidCap Fund Institutional Class (PCBIX) is 4.56%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that PCBIX experiences smaller price fluctuations and is considered to be less risky than PLGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCBIX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.56% | 5.47% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 10.34% | 11.68% | -1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.28% | 21.30% | -3.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.53% | 30.09% | -11.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.09% | 25.38% | -6.29% |