PLFIX vs. PQIAX
Compare and contrast key facts about Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) and Principal Equity Income Fund (PQIAX).
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. PQIAX is managed by Principal. It was launched on May 31, 1939.
Performance
PLFIX vs. PQIAX - Performance Comparison
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PLFIX vs. PQIAX - 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% |
PQIAX Principal Equity Income Fund | -0.22% | 15.29% | 26.56% | 10.77% | -10.82% | 21.88% | 6.12% | 28.44% | -5.44% | 20.53% |
Returns By Period
In the year-to-date period, PLFIX achieves a -7.07% return, which is significantly lower than PQIAX's -0.22% return. Over the past 10 years, PLFIX has outperformed PQIAX with an annualized return of 13.72%, while PQIAX has yielded a comparatively lower 11.80% 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%
PQIAX
- 1D
- -0.10%
- 1M
- -6.38%
- YTD
- -0.22%
- 6M
- 3.12%
- 1Y
- 14.39%
- 3Y*
- 17.28%
- 5Y*
- 10.29%
- 10Y*
- 11.80%
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PLFIX vs. PQIAX - Expense Ratio Comparison
PLFIX has a 0.11% expense ratio, which is lower than PQIAX's 0.86% expense ratio.
Return for Risk
PLFIX vs. PQIAX — Risk / Return Rank
PLFIX
PQIAX
PLFIX vs. PQIAX - 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 Equity Income Fund (PQIAX). 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 | PQIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 1.00 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.49 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.22 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.18 | -0.13 |
Martin ratioReturn relative to average drawdown | 5.14 | 5.39 | -0.25 |
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 | PQIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 1.00 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.68 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.72 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.41 | +0.04 |
Correlation
The correlation between PLFIX and PQIAX is 0.93, 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. PQIAX - Dividend Comparison
PLFIX's dividend yield for the trailing twelve months is around 3.17%, less than PQIAX's 9.97% 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% |
PQIAX Principal Equity Income Fund | 9.97% | 9.92% | 20.62% | 2.58% | 5.37% | 5.05% | 1.52% | 4.30% | 7.41% | 6.28% | 3.73% | 2.11% |
Drawdowns
PLFIX vs. PQIAX - Drawdown Comparison
The maximum PLFIX drawdown since its inception was -55.28%, roughly equal to the maximum PQIAX drawdown of -54.68%. Use the drawdown chart below to compare losses from any high point for PLFIX and PQIAX.
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Drawdown Indicators
| PLFIX | PQIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.28% | -54.68% | -0.60% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -11.77% | -0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -24.58% | -21.22% | -3.36% |
Max Drawdown (10Y)Largest decline over 10 years | -33.77% | -37.67% | +3.90% |
Current DrawdownCurrent decline from peak | -8.90% | -7.07% | -1.83% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -7.04% | -1.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 2.58% | -0.10% |
Volatility
PLFIX vs. PQIAX - Volatility Comparison
Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) has a higher volatility of 4.24% compared to Principal Equity Income Fund (PQIAX) at 3.30%. This indicates that PLFIX's price experiences larger fluctuations and is considered to be riskier than PQIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLFIX | PQIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 3.30% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 9.06% | 7.91% | +1.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.85% | 15.46% | +2.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.87% | 15.25% | +1.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.48% | 16.40% | +1.08% |