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 12.40%/yr vs 20.16%/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 -6.16% return, which is significantly lower than PLGIX's -1.75% return. Over the past 10 years, PEMGX has underperformed PLGIX with an annualized return of 12.40%, while PLGIX has yielded a comparatively higher 20.16% annualized return.
PEMGX
- 1D
- 0.37%
- 1M
- 2.69%
- YTD
- -6.16%
- 6M
- -7.75%
- 1Y
- -8.82%
- 3Y*
- 9.81%
- 5Y*
- 4.39%
- 10Y*
- 12.40%
PLGIX
- 1D
- -1.07%
- 1M
- -4.89%
- YTD
- -1.75%
- 6M
- -2.96%
- 1Y
- 3.61%
- 3Y*
- 31.71%
- 5Y*
- 14.65%
- 10Y*
- 20.16%
PEMGX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEMGX Principal MidCap Fund Class A | -6.16% | 1.39% | 23.50% | 25.60% | -23.35% | 24.87% | 17.95% | 49.15% | -7.10% | 24.93% |
PLGIX Principal LargeCap Growth Fund I | -1.75% | 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 0.59, 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 | 0.59 |
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 Dec 6, 2000 | 0.86 |
Over the past year, the correlation between PEMGX and PLGIX has dropped to 0.59 - 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 | -0.84 | ||
| Sortino ratioReturn per unit of downside risk | -1.20 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.06 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | -0.41 | 0.25 | -0.67 |
| Martin ratioReturn relative to average drawdown | -0.86 | 0.76 | -1.62 |
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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 | -12.36% | -7.68% | -4.68% |
Average DrawdownAverage peak-to-trough decline | -33.24% | -13.23% | -20.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.35% | 6.05% | +3.30% |
Volatility
PEMGX vs. PLGIX - Volatility Comparison
The current volatility for Principal MidCap Fund Class A (PEMGX) is 4.43%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 6.42%. 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 | 4.43% | 6.42% | -1.99% |
Volatility (6M)Calculated over the trailing 6-month period | 11.64% | 13.13% | -1.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.62% | 16.12% | -1.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.71% | 30.22% | -11.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.14% | 25.46% | -6.32% |
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 6.51%, less than PLGIX's 14.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEMGX Principal MidCap Fund Class A | 6.51% | 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 | 14.71% | 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 0.59, 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 PEMGX (4.43%). In terms of maximum drawdown, PEMGX dropped -84.41% vs PLGIX's -55.43%.
PLGIX currently has the higher Sharpe Ratio (0.28 vs -0.55), 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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