PGWIX vs. PPQSX
Compare and contrast key facts about Principal MidCap Growth Fund Institutional Class (PGWIX) and Principal MidCap Growth Fund III (PPQSX).
PGWIX is managed by Principal. It was launched on Mar 1, 2001. PPQSX is managed by Principal. It was launched on Dec 6, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PGWIX or PPQSX.
Correlation
The correlation between PGWIX and PPQSX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PGWIX vs. PPQSX - Performance Comparison
Key characteristics
Returns By Period
PGWIX
5.04%
1.15%
21.68%
23.15%
5.73%
5.33%
PPQSX
N/A
N/A
N/A
N/A
N/A
N/A
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PGWIX vs. PPQSX - Expense Ratio Comparison
PGWIX has a 0.75% expense ratio, which is lower than PPQSX's 1.23% expense ratio.
Risk-Adjusted Performance
PGWIX vs. PPQSX — Risk-Adjusted Performance Rank
PGWIX
PPQSX
PGWIX vs. PPQSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Growth Fund Institutional Class (PGWIX) and Principal MidCap Growth Fund III (PPQSX). 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.
Dividends
PGWIX vs. PPQSX - Dividend Comparison
Neither PGWIX nor PPQSX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGWIX Principal MidCap Growth Fund Institutional Class | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.35% |
PPQSX Principal MidCap Growth Fund III | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PGWIX vs. PPQSX - Drawdown Comparison
Volatility
PGWIX vs. PPQSX - Volatility Comparison
Principal MidCap Growth Fund Institutional Class (PGWIX) has a higher volatility of 5.51% compared to Principal MidCap Growth Fund III (PPQSX) at 0.00%. This indicates that PGWIX's price experiences larger fluctuations and is considered to be riskier than PPQSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.