PISMX vs. PBCKX
PISMX (Principal International Small Company Fund) and PBCKX (Principal Blue Chip Fund) are both mutual funds - PISMX is a Foreign Small & Mid Cap Equities fund managed by Principal, while PBCKX is a Large Cap Growth Equities fund managed by Principal. Over the past 10 years, PISMX returned 6.73%/yr vs 15.76%/yr for PBCKX. Their 0.70 correlation means they have sometimes moved together and sometimes differently. PISMX charges 1.16%/yr vs 0.66%/yr for PBCKX.
Performance
PISMX vs. PBCKX - Performance Comparison
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Returns By Period
In the year-to-date period, PISMX achieves a 4.08% return, which is significantly higher than PBCKX's -2.47% return. Over the past 10 years, PISMX has underperformed PBCKX with an annualized return of 6.73%, while PBCKX has yielded a comparatively higher 15.76% annualized return.
PISMX
- 1D
- 2.60%
- 1M
- -0.15%
- 6M
- -0.38%
- YTD
- 4.08%
- 1Y
- 13.28%
- 3Y*
- 12.51%
- 5Y*
- 3.64%
- 10Y*
- 6.73%
- ALL TIME*
- 6.67%
PBCKX
- 1D
- 2.08%
- 1M
- -0.12%
- 6M
- -0.54%
- YTD
- -2.47%
- 1Y
- -3.06%
- 3Y*
- 14.84%
- 5Y*
- 6.41%
- 10Y*
- 15.76%
- ALL TIME*
- 15.50%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PISMX vs. PBCKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PISMX Principal International Small Company Fund | 4.08% | 32.35% | 1.09% | 13.19% | -21.93% | 8.18% | 5.60% | 26.71% | -20.26% | 35.80% |
PBCKX Principal Blue Chip Fund | -2.47% | 9.20% | 26.90% | 40.58% | -30.74% | 25.05% | 34.77% | 45.22% | 2.83% | 28.85% |
Correlation
The correlation between PISMX and PBCKX is 0.59, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.59 |
Correlation (3Y) Balances recent behavior with more history. | 0.60 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.68 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.70 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2015 | 0.70 |
The correlation between PISMX and PBCKX shifts across timeframes, from 0.59 (1 year) to 0.70 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
PISMX vs. PBCKX — Risk / Return Rank
PISMX
PBCKX
PISMX vs. PBCKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal International Small Company Fund (PISMX) and Principal Blue Chip Fund (PBCKX). 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.
| PISMX | PBCKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.16 | ||
| Sortino ratioReturn per unit of downside risk | +1.60 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 0.96 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.97 | -0.27 | +1.24 |
| Martin ratioReturn relative to average drawdown | 2.89 | -0.76 | +3.65 |
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Drawdowns
PISMX vs. PBCKX - Drawdown Comparison
The maximum PISMX drawdown since its inception was -43.91%, which is greater than PBCKX's maximum drawdown of -38.00%. Use the drawdown chart below to compare losses from any high point for PISMX and PBCKX.
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Drawdown Indicators
| PISMX | PBCKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.91% | -38.00% | -5.91% |
Max Drawdown (1Y)Largest decline over 1 year | -13.73% | -19.10% | +5.37% |
Max Drawdown (3Y)Largest decline over 3 years | -13.73% | -19.10% | +5.37% |
Max Drawdown (5Y)Largest decline over 5 years | -36.48% | -38.00% | +1.52% |
Max Drawdown (10Y)Largest decline over 10 years | -43.91% | -38.00% | -5.91% |
Current DrawdownCurrent decline from peak | -4.97% | -6.17% | +1.20% |
Average DrawdownAverage peak-to-trough decline | -10.53% | -5.66% | -4.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.61% | 6.87% | -2.26% |
Volatility
PISMX vs. PBCKX - Volatility Comparison
Principal International Small Company Fund (PISMX) and Principal Blue Chip Fund (PBCKX) have volatilities of 4.94% and 4.86%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PISMX | PBCKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.94% | 4.86% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 13.59% | 13.43% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.87% | 16.32% | -0.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.70% | 20.52% | -3.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.63% | 20.23% | -3.60% |
PISMX vs. PBCKX - Expense Ratio Comparison
PISMX has a 1.16% expense ratio, which is higher than PBCKX's 0.66% expense ratio.
Dividends
PISMX vs. PBCKX - Dividend Comparison
PISMX's dividend yield for the trailing twelve months is around 2.82%, less than PBCKX's 20.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBCKX Principal Blue Chip Fund | 20.45% | 19.94% | 9.01% | 0.51% | 0.71% | 6.67% | 3.28% | 8.90% | 7.86% | 2.79% | 1.01% | 2.40% |
PISMX Principal International Small Company Fund | 2.82% | 2.93% | 4.01% | 1.97% | 1.20% | 9.45% | 1.22% | 2.83% | 9.46% | 4.93% | 0.29% | 1.25% |
Frequently Asked Questions
PISMX and PBCKX 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.
PISMX has higher volatility (4.94%) compared to PBCKX (4.86%). In terms of maximum drawdown, PISMX dropped -43.91% vs PBCKX's -38.00%.
PISMX currently has the higher Sharpe Ratio (0.84 vs -0.32), 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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