PCBIX vs. VIMAX

In the year-to-date period, PCBIX achieves a 1.93% return, which is significantly higher than VIMAX's -0.06% return. Over the past 10 years, PCBIX has underperformed VIMAX with an annualized return of 7.09%, while VIMAX has yielded a comparatively higher 9.07% annualized return.

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PCBIX has a 0.67% expense ratio, which is higher than VIMAX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Fund Institutional Class (PCBIX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). 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 comparable to the VIMAX Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of PCBIX and VIMAX, 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%, less than VIMAX's 1.57% yield.

The maximum PCBIX drawdown since its inception was -57.73%, roughly equal to the maximum VIMAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for PCBIX and VIMAX. For additional features, visit the drawdowns tool.

Principal MidCap Fund Institutional Class (PCBIX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) have volatilities of 6.24% and 6.13%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.