PCSFX vs. PLGIX
Compare and contrast key facts about Principal Capital Securities Fund (PCSFX) and Principal LargeCap Growth Fund I (PLGIX).
PCSFX is managed by Principal. It was launched on Mar 13, 2014. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PCSFX vs. PLGIX - Performance Comparison
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PCSFX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCSFX Principal Capital Securities Fund | -1.42% | 8.96% | 12.15% | 6.82% | -11.35% | 3.74% | 7.71% | 17.41% | -4.61% | 11.57% |
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, PCSFX achieves a -1.42% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, PCSFX has underperformed PLGIX with an annualized return of 5.44%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
PCSFX
- 1D
- 0.00%
- 1M
- -2.77%
- YTD
- -1.42%
- 6M
- 0.35%
- 1Y
- 5.58%
- 3Y*
- 9.80%
- 5Y*
- 3.38%
- 10Y*
- 5.44%
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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PCSFX vs. PLGIX - Expense Ratio Comparison
PCSFX has a 0.00% expense ratio, which is lower than PLGIX's 0.67% expense ratio.
Return for Risk
PCSFX vs. PLGIX — Risk / Return Rank
PCSFX
PLGIX
PCSFX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Capital Securities Fund (PCSFX) 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.
| PCSFX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.11 | 0.16 | +1.94 |
Sortino ratioReturn per unit of downside risk | 2.63 | 0.40 | +2.23 |
Omega ratioGain probability vs. loss probability | 1.54 | 1.05 | +0.49 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 0.04 | +1.84 |
Martin ratioReturn relative to average drawdown | 8.47 | 0.14 | +8.33 |
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
| PCSFX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.11 | 0.16 | +1.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.47 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.08 | 0.70 | +0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 0.41 | +0.67 |
Correlation
The correlation between PCSFX and PLGIX is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PCSFX vs. PLGIX - Dividend Comparison
PCSFX's dividend yield for the trailing twelve months is around 5.63%, less than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCSFX Principal Capital Securities Fund | 5.63% | 5.80% | 5.50% | 5.75% | 5.68% | 4.57% | 4.88% | 5.43% | 6.07% | 5.14% | 5.08% | 5.78% |
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
PCSFX vs. PLGIX - Drawdown Comparison
The maximum PCSFX drawdown since its inception was -22.42%, smaller than the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PCSFX and PLGIX.
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Drawdown Indicators
| PCSFX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.42% | -55.43% | +33.01% |
Max Drawdown (1Y)Largest decline over 1 year | -2.97% | -18.32% | +15.35% |
Max Drawdown (5Y)Largest decline over 5 years | -18.67% | -40.63% | +21.96% |
Max Drawdown (10Y)Largest decline over 10 years | -22.42% | -40.63% | +18.21% |
Current DrawdownCurrent decline from peak | -2.97% | -18.32% | +15.35% |
Average DrawdownAverage peak-to-trough decline | -2.50% | -13.31% | +10.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.66% | 5.45% | -4.79% |
Volatility
PCSFX vs. PLGIX - Volatility Comparison
The current volatility for Principal Capital Securities Fund (PCSFX) is 1.15%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that PCSFX 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
| PCSFX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.15% | 5.47% | -4.32% |
Volatility (6M)Calculated over the trailing 6-month period | 1.60% | 11.68% | -10.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.66% | 21.30% | -18.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.26% | 30.09% | -25.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.04% | 25.38% | -20.34% |