PLFIX vs. PLGIX
Compare and contrast key facts about Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) and Principal LargeCap Growth Fund I (PLGIX).
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. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PLFIX vs. PLGIX - Performance Comparison
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PLFIX vs. PLGIX - 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% |
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, PLFIX achieves a -7.07% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, PLFIX has underperformed PLGIX with an annualized return of 13.72%, while PLGIX has yielded a comparatively higher 17.78% 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%
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%
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PLFIX vs. PLGIX - Expense Ratio Comparison
PLFIX has a 0.11% expense ratio, which is lower than PLGIX's 0.67% expense ratio.
Return for Risk
PLFIX vs. PLGIX — Risk / Return Rank
PLFIX
PLGIX
PLFIX vs. PLGIX - 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 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.
| PLFIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.16 | +0.68 |
Sortino ratioReturn per unit of downside risk | 1.33 | 0.40 | +0.94 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.05 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.04 | +1.01 |
Martin ratioReturn relative to average drawdown | 5.14 | 0.14 | +5.00 |
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 | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.16 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.47 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.70 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.41 | +0.03 |
Correlation
The correlation between PLFIX and PLGIX is 0.94, 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. PLGIX - Dividend Comparison
PLFIX's dividend yield for the trailing twelve months is around 3.17%, less than PLGIX's 16.99% 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% |
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
PLFIX vs. PLGIX - Drawdown Comparison
The maximum PLFIX drawdown since its inception was -55.28%, roughly equal to the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PLFIX and PLGIX.
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Drawdown Indicators
| PLFIX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.28% | -55.43% | +0.15% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -18.32% | +6.19% |
Max Drawdown (5Y)Largest decline over 5 years | -24.58% | -40.63% | +16.05% |
Max Drawdown (10Y)Largest decline over 10 years | -33.77% | -40.63% | +6.86% |
Current DrawdownCurrent decline from peak | -8.90% | -18.32% | +9.42% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -13.31% | +4.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 5.45% | -2.97% |
Volatility
PLFIX vs. PLGIX - Volatility Comparison
The current volatility for Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) is 4.24%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that PLFIX 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
| PLFIX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 5.47% | -1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 9.06% | 11.68% | -2.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.85% | 21.30% | -3.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.87% | 30.09% | -13.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.48% | 25.38% | -7.90% |