PLFIX vs. PMDIX
Compare and contrast key facts about Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) and Principal Small-MidCap Dividend Income Fund (PMDIX).
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. PMDIX is managed by Principal. It was launched on Jun 6, 2011.
Performance
PLFIX vs. PMDIX - Performance Comparison
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PLFIX vs. PMDIX - 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% |
PMDIX Principal Small-MidCap Dividend Income Fund | 1.44% | 8.63% | 14.56% | 18.81% | -11.66% | 30.41% | -6.40% | 25.38% | -13.80% | 13.30% |
Returns By Period
In the year-to-date period, PLFIX achieves a -7.07% return, which is significantly lower than PMDIX's 1.44% return. Over the past 10 years, PLFIX has outperformed PMDIX with an annualized return of 13.72%, while PMDIX has yielded a comparatively lower 9.40% 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%
PMDIX
- 1D
- -0.85%
- 1M
- -8.86%
- YTD
- 1.44%
- 6M
- 2.85%
- 1Y
- 14.22%
- 3Y*
- 13.66%
- 5Y*
- 8.72%
- 10Y*
- 9.40%
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PLFIX vs. PMDIX - Expense Ratio Comparison
PLFIX has a 0.11% expense ratio, which is lower than PMDIX's 0.85% expense ratio.
Return for Risk
PLFIX vs. PMDIX — Risk / Return Rank
PLFIX
PMDIX
PLFIX vs. PMDIX - 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 Small-MidCap Dividend Income Fund (PMDIX). 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 | PMDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.73 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.15 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.16 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.84 | +0.21 |
Martin ratioReturn relative to average drawdown | 5.14 | 3.45 | +1.69 |
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 | PMDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.73 | +0.11 |
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 | 0.47 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.52 | -0.07 |
Correlation
The correlation between PLFIX and PMDIX is 0.83, 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. PMDIX - Dividend Comparison
PLFIX's dividend yield for the trailing twelve months is around 3.17%, which matches PMDIX's 3.15% 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% |
PMDIX Principal Small-MidCap Dividend Income Fund | 3.15% | 3.14% | 7.99% | 2.37% | 6.95% | 0.98% | 1.37% | 2.82% | 17.83% | 5.77% | 2.84% | 4.78% |
Drawdowns
PLFIX vs. PMDIX - Drawdown Comparison
The maximum PLFIX drawdown since its inception was -55.28%, which is greater than PMDIX's maximum drawdown of -46.47%. Use the drawdown chart below to compare losses from any high point for PLFIX and PMDIX.
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Drawdown Indicators
| PLFIX | PMDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.28% | -46.47% | -8.81% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -14.51% | +2.38% |
Max Drawdown (5Y)Largest decline over 5 years | -24.58% | -21.36% | -3.22% |
Max Drawdown (10Y)Largest decline over 10 years | -33.77% | -46.47% | +12.70% |
Current DrawdownCurrent decline from peak | -8.90% | -10.55% | +1.65% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -5.33% | -3.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 3.54% | -1.06% |
Volatility
PLFIX vs. PMDIX - Volatility Comparison
The current volatility for Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) is 4.24%, while Principal Small-MidCap Dividend Income Fund (PMDIX) has a volatility of 4.92%. This indicates that PLFIX experiences smaller price fluctuations and is considered to be less risky than PMDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLFIX | PMDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 4.92% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 9.06% | 10.82% | -1.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.85% | 20.60% | -2.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.87% | 18.76% | -1.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.48% | 20.22% | -2.74% |