PEMGX vs. PLGIX
PEMGX (Principal MidCap Fund Class A) and PLGIX (Principal LargeCap Growth Fund I) are both mutual funds - PEMGX is a Mid Cap Blend Equities fund actively managed by Principal, while PLGIX is a Large Cap Growth Equities fund managed by Principal. Over the past 10 years, PEMGX returned 11.74%/yr vs 19.44%/yr for PLGIX. Their correlation of 0.86 suggests significant overlap in exposure. PEMGX charges 0.91%/yr vs 0.67%/yr for PLGIX.
Performance
PEMGX vs. PLGIX - Performance Comparison
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Returns By Period
In the year-to-date period, PEMGX achieves a -3.31% return, which is significantly lower than PLGIX's 0.75% return. Over the past 10 years, PEMGX has underperformed PLGIX with an annualized return of 11.74%, while PLGIX has yielded a comparatively higher 19.44% annualized return.
PEMGX
- 1D
- 1.29%
- 1M
- 3.55%
- 6M
- -6.10%
- YTD
- -3.31%
- 1Y
- -7.99%
- 3Y*
- 8.98%
- 5Y*
- 5.15%
- 10Y*
- 11.74%
PLGIX
- 1D
- -1.88%
- 1M
- -0.06%
- 6M
- 2.15%
- YTD
- 0.75%
- 1Y
- 4.04%
- 3Y*
- 30.18%
- 5Y*
- 14.85%
- 10Y*
- 19.44%
PEMGX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEMGX Principal MidCap Fund Class A | -3.31% | 1.39% | 23.50% | 25.60% | -23.35% | 24.87% | 17.95% | 49.15% | -7.10% | 24.93% |
PLGIX Principal LargeCap Growth Fund I | 0.75% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
Correlation
The correlation between PEMGX and PLGIX is 0.54, 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 | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.65 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Dec 6, 2000 | 0.86 |
Over the past year, the correlation between PEMGX and PLGIX has dropped to 0.54 - well below their long-term average of 0.86, suggesting their price drivers have been diverging.
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Return for Risk
PEMGX vs. PLGIX — Risk / Return Rank
PEMGX
PLGIX
PEMGX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Fund Class A (PEMGX) 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.
| PEMGX | PLGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.77 | ||
| Sortino ratioReturn per unit of downside risk | -1.10 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.06 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | 0.26 | -0.63 |
| Martin ratioReturn relative to average drawdown | -0.74 | 0.76 | -1.50 |
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Drawdowns
PEMGX vs. PLGIX - Drawdown Comparison
The maximum PEMGX drawdown since its inception was -84.41%, which is greater than PLGIX's maximum drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PEMGX and PLGIX.
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Drawdown Indicators
| PEMGX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.41% | -55.43% | -28.98% |
Max Drawdown (1Y)Largest decline over 1 year | -19.38% | -18.32% | -1.06% |
Max Drawdown (3Y)Largest decline over 3 years | -19.38% | -21.39% | +2.01% |
Max Drawdown (5Y)Largest decline over 5 years | -31.34% | -40.63% | +9.29% |
Max Drawdown (10Y)Largest decline over 10 years | -40.58% | -40.63% | +0.05% |
Current DrawdownCurrent decline from peak | -9.70% | -5.33% | -4.37% |
Average DrawdownAverage peak-to-trough decline | -33.20% | -13.22% | -19.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.69% | 6.15% | +3.54% |
Volatility
PEMGX vs. PLGIX - Volatility Comparison
The current volatility for Principal MidCap Fund Class A (PEMGX) is 3.93%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.71%. This indicates that PEMGX 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
| PEMGX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.93% | 5.71% | -1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 11.74% | 13.80% | -2.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.76% | 16.61% | -1.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.73% | 30.28% | -11.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.11% | 25.47% | -6.36% |
PEMGX vs. PLGIX - Expense Ratio Comparison
PEMGX has a 0.91% expense ratio, which is higher than PLGIX's 0.67% expense ratio.
Dividends
PEMGX vs. PLGIX - Dividend Comparison
PEMGX's dividend yield for the trailing twelve months is around 6.32%, less than PLGIX's 14.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEMGX Principal MidCap Fund Class A | 6.32% | 6.11% | 6.55% | 2.58% | 3.31% | 8.24% | 1.12% | 9.02% | 12.48% | 3.32% | 2.25% | 6.28% |
PLGIX Principal LargeCap Growth Fund I | 14.35% | 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
PEMGX and PLGIX have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLGIX has higher volatility (5.71%) compared to PEMGX (3.93%). In terms of maximum drawdown, PEMGX dropped -84.41% vs PLGIX's -55.43%.
PLGIX currently has the higher Sharpe Ratio (0.28 vs -0.49), 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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