PCBIX vs. PLGIX
PCBIX (Principal MidCap Fund Institutional Class) and PLGIX (Principal LargeCap Growth Fund I) are both mutual funds - PCBIX is a Mid Cap Growth Equities fund managed by Principal, while PLGIX is a Large Cap Growth Equities fund managed by Principal. Over the past 10 years, PCBIX returned 12.24%/yr vs 20.00%/yr for PLGIX. Their correlation of 0.86 suggests significant overlap in exposure. Both charge a 0.67% expense ratio.
Performance
PCBIX vs. PLGIX - Performance Comparison
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Returns By Period
In the year-to-date period, PCBIX achieves a -7.10% return, which is significantly lower than PLGIX's -0.69% return. Over the past 10 years, PCBIX has underperformed PLGIX with an annualized return of 12.24%, while PLGIX has yielded a comparatively higher 20.00% annualized return.
PCBIX
- 1D
- -0.20%
- 1M
- 2.50%
- YTD
- -7.10%
- 6M
- -8.62%
- 1Y
- -9.88%
- 3Y*
- 9.58%
- 5Y*
- 4.53%
- 10Y*
- 12.24%
PLGIX
- 1D
- -1.73%
- 1M
- -3.34%
- YTD
- -0.69%
- 6M
- -1.79%
- 1Y
- 5.88%
- 3Y*
- 31.72%
- 5Y*
- 14.93%
- 10Y*
- 20.00%
PCBIX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCBIX Principal MidCap Fund Institutional Class | -7.10% | 1.62% | 23.63% | 25.92% | -23.16% | 25.22% | 18.25% | 49.40% | -6.86% | 25.32% |
PLGIX Principal LargeCap Growth Fund I | -0.69% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
Correlation
The correlation between PCBIX and PLGIX is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2001 | 0.86 |
Over the past year, the correlation between PCBIX and PLGIX has dropped to 0.60 - well below their long-term average of 0.86, suggesting their price drivers have been diverging.
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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.
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 | PLGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.10 | ||
| Sortino ratioReturn per unit of downside risk | -1.56 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.09 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.47 | 0.42 | -0.89 |
| Martin ratioReturn relative to average drawdown | -0.99 | 1.27 | -2.26 |
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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 (3Y)Largest decline over 3 years | -19.29% | -21.39% | +2.10% |
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 | -13.17% | -6.68% | -6.49% |
Average DrawdownAverage peak-to-trough decline | -6.57% | -13.24% | +6.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.20% | 6.01% | +3.19% |
Volatility
PCBIX vs. PLGIX - Volatility Comparison
The current volatility for Principal MidCap Fund Institutional Class (PCBIX) is 4.42%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 6.42%. 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 | 4.42% | 6.42% | -2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 11.64% | 13.16% | -1.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.64% | 16.19% | -1.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.69% | 30.22% | -11.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.14% | 25.47% | -6.33% |
PCBIX vs. PLGIX - Expense Ratio Comparison
Both PCBIX and PLGIX have an expense ratio of 0.67%.
Dividends
PCBIX vs. PLGIX - Dividend Comparison
PCBIX's dividend yield for the trailing twelve months is around 6.26%, less than PLGIX's 14.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCBIX Principal MidCap Fund Institutional Class | 6.26% | 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 | 14.55% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
Frequently Asked Questions
PCBIX and PLGIX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLGIX has higher volatility (6.42%) compared to PCBIX (4.42%). In terms of maximum drawdown, PCBIX dropped -50.25% vs PLGIX's -55.43%.
PLGIX currently has the higher Sharpe Ratio (0.47 vs -0.63), 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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