PIDIX vs. PLGIX
Compare and contrast key facts about Principal International Equity Index Fund (PIDIX) and Principal LargeCap Growth Fund I (PLGIX).
PIDIX is managed by Principal. It was launched on Dec 30, 2009. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PIDIX vs. PLGIX - Performance Comparison
Loading graphics...
PIDIX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIDIX Principal International Equity Index Fund | -1.94% | 31.07% | 4.72% | 17.87% | -14.43% | 11.07% | 7.78% | 21.42% | -13.57% | 24.87% |
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, PIDIX achieves a -1.94% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, PIDIX has underperformed PLGIX with an annualized return of 8.37%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
PIDIX
- 1D
- 0.37%
- 1M
- -10.86%
- YTD
- -1.94%
- 6M
- 2.16%
- 1Y
- 19.08%
- 3Y*
- 13.50%
- 5Y*
- 7.83%
- 10Y*
- 8.37%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PIDIX vs. PLGIX - Expense Ratio Comparison
PIDIX has a 0.32% expense ratio, which is lower than PLGIX's 0.67% expense ratio.
Return for Risk
PIDIX vs. PLGIX — Risk / Return Rank
PIDIX
PLGIX
PIDIX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal International Equity Index Fund (PIDIX) 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.
| PIDIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.16 | +0.90 |
Sortino ratioReturn per unit of downside risk | 1.49 | 0.40 | +1.09 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.05 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 0.04 | +1.45 |
Martin ratioReturn relative to average drawdown | 5.78 | 0.14 | +5.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PIDIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.16 | +0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.47 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.70 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.41 | -0.06 |
Correlation
The correlation between PIDIX and PLGIX is 0.72, 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.
Dividends
PIDIX vs. PLGIX - Dividend Comparison
PIDIX's dividend yield for the trailing twelve months is around 3.50%, less than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIDIX Principal International Equity Index Fund | 3.50% | 3.43% | 5.85% | 3.81% | 2.82% | 5.14% | 2.34% | 3.36% | 3.91% | 3.48% | 2.82% | 3.67% |
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
PIDIX vs. PLGIX - Drawdown Comparison
The maximum PIDIX drawdown since its inception was -34.13%, smaller than the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PIDIX and PLGIX.
Loading graphics...
Drawdown Indicators
| PIDIX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.13% | -55.43% | +21.30% |
Max Drawdown (1Y)Largest decline over 1 year | -11.31% | -18.32% | +7.01% |
Max Drawdown (5Y)Largest decline over 5 years | -29.50% | -40.63% | +11.13% |
Max Drawdown (10Y)Largest decline over 10 years | -34.13% | -40.63% | +6.50% |
Current DrawdownCurrent decline from peak | -10.86% | -18.32% | +7.46% |
Average DrawdownAverage peak-to-trough decline | -7.54% | -13.31% | +5.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 5.45% | -2.53% |
Volatility
PIDIX vs. PLGIX - Volatility Comparison
Principal International Equity Index Fund (PIDIX) has a higher volatility of 7.10% compared to Principal LargeCap Growth Fund I (PLGIX) at 5.47%. This indicates that PIDIX's price experiences larger fluctuations and is considered to be riskier than PLGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PIDIX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.10% | 5.47% | +1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 10.84% | 11.68% | -0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.98% | 21.30% | -4.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 30.09% | -14.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.23% | 25.38% | -9.15% |