PLFIX vs. PCBIX
Compare and contrast key facts about Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) and Principal MidCap Fund Institutional Class (PCBIX).
PLFIX is a passively managed fund by Principal that tracks the performance of the S&P 500 Index. It was launched on Mar 1, 2001. PCBIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PLFIX vs. PCBIX - Performance Comparison
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PLFIX vs. PCBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLFIX Principal Large Cap S&P 500 Index Fund Institutional | -7.07% | 17.77% | 26.77% | 26.00% | -18.21% | 28.25% | 18.11% | 31.35% | -4.66% | 21.65% |
PCBIX Principal MidCap Fund Institutional Class | -12.96% | 1.62% | 23.63% | 25.92% | -23.16% | 25.22% | 18.25% | 49.40% | -6.86% | 25.32% |
Returns By Period
In the year-to-date period, PLFIX achieves a -7.07% return, which is significantly higher than PCBIX's -12.96% return. Over the past 10 years, PLFIX has outperformed PCBIX with an annualized return of 13.72%, while PCBIX has yielded a comparatively lower 11.48% annualized return.
PLFIX
- 1D
- -0.40%
- 1M
- -7.67%
- YTD
- -7.07%
- 6M
- -4.61%
- 1Y
- 14.37%
- 3Y*
- 17.60%
- 5Y*
- 11.56%
- 10Y*
- 13.72%
PCBIX
- 1D
- 0.78%
- 1M
- -9.56%
- YTD
- -12.96%
- 6M
- -16.52%
- 1Y
- -11.19%
- 3Y*
- 9.26%
- 5Y*
- 5.06%
- 10Y*
- 11.48%
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PLFIX vs. PCBIX - Expense Ratio Comparison
PLFIX has a 0.11% expense ratio, which is lower than PCBIX's 0.67% expense ratio.
Return for Risk
PLFIX vs. PCBIX — Risk / Return Rank
PLFIX
PCBIX
PLFIX vs. PCBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) and Principal MidCap Fund Institutional Class (PCBIX). 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.
| PLFIX | PCBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | -0.58 | +1.42 |
Sortino ratioReturn per unit of downside risk | 1.33 | -0.71 | +2.04 |
Omega ratioGain probability vs. loss probability | 1.20 | 0.91 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | -0.60 | +1.65 |
Martin ratioReturn relative to average drawdown | 5.14 | -1.81 | +6.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PLFIX | PCBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | -0.58 | +1.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.27 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.60 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.58 | -0.14 |
Correlation
The correlation between PLFIX and PCBIX is 0.90, 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
PLFIX vs. PCBIX - Dividend Comparison
PLFIX's dividend yield for the trailing twelve months is around 3.17%, less than PCBIX's 6.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLFIX Principal Large Cap S&P 500 Index Fund Institutional | 3.17% | 2.95% | 4.28% | 4.13% | 2.96% | 13.60% | 7.57% | 3.83% | 7.52% | 7.01% | 3.23% | 2.69% |
PCBIX Principal MidCap Fund Institutional Class | 6.68% | 5.81% | 6.40% | 2.51% | 3.18% | 7.96% | 1.08% | 9.02% | 12.24% | 3.31% | 2.49% | 6.30% |
Drawdowns
PLFIX vs. PCBIX - Drawdown Comparison
The maximum PLFIX drawdown since its inception was -55.28%, which is greater than PCBIX's maximum drawdown of -50.25%. Use the drawdown chart below to compare losses from any high point for PLFIX and PCBIX.
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Drawdown Indicators
| PLFIX | PCBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.28% | -50.25% | -5.03% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -19.29% | +7.16% |
Max Drawdown (5Y)Largest decline over 5 years | -24.58% | -31.17% | +6.59% |
Max Drawdown (10Y)Largest decline over 10 years | -33.77% | -40.56% | +6.79% |
Current DrawdownCurrent decline from peak | -8.90% | -18.65% | +9.75% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -6.50% | -2.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 6.44% | -3.96% |
Volatility
PLFIX vs. PCBIX - Volatility Comparison
The current volatility for Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) is 4.24%, while Principal MidCap Fund Institutional Class (PCBIX) has a volatility of 4.56%. This indicates that PLFIX experiences smaller price fluctuations and is considered to be less risky than PCBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLFIX | PCBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 4.56% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 9.06% | 10.34% | -1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.85% | 18.28% | -0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.87% | 18.53% | -1.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.48% | 19.09% | -1.61% |