PLFMX vs. BXMX
Compare and contrast key facts about Principal LargeCap S&P 500 Index Fund (PLFMX) and Nuveen S&P 500 Buy-Write Income Fund (BXMX).
PLFMX is a passively managed fund by Principal that tracks the performance of the S&P 500 Index. It was launched on Dec 6, 2000. BXMX is an actively managed fund by Nuveen. It was launched on Nov 25, 2004.
Performance
PLFMX vs. BXMX - Performance Comparison
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PLFMX vs. BXMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLFMX Principal LargeCap S&P 500 Index Fund | -7.21% | 17.10% | 26.06% | 25.27% | -18.67% | 27.57% | 17.46% | 30.58% | -5.14% | 20.96% |
BXMX Nuveen S&P 500 Buy-Write Income Fund | -8.03% | 13.74% | 17.26% | 9.10% | -7.18% | 20.83% | 1.11% | 22.22% | -9.06% | 19.76% |
Returns By Period
In the year-to-date period, PLFMX achieves a -7.21% return, which is significantly higher than BXMX's -8.03% return. Over the past 10 years, PLFMX has outperformed BXMX with an annualized return of 13.08%, while BXMX has yielded a comparatively lower 8.03% annualized return.
PLFMX
- 1D
- -0.40%
- 1M
- -7.72%
- YTD
- -7.21%
- 6M
- -4.88%
- 1Y
- 13.70%
- 3Y*
- 16.94%
- 5Y*
- 10.93%
- 10Y*
- 13.08%
BXMX
- 1D
- -2.07%
- 1M
- -7.53%
- YTD
- -8.03%
- 6M
- -4.57%
- 1Y
- 9.21%
- 3Y*
- 9.29%
- 5Y*
- 7.43%
- 10Y*
- 8.03%
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PLFMX vs. BXMX - Expense Ratio Comparison
PLFMX has a 0.72% expense ratio, which is lower than BXMX's 0.89% expense ratio.
Return for Risk
PLFMX vs. BXMX — Risk / Return Rank
PLFMX
BXMX
PLFMX vs. BXMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap S&P 500 Index Fund (PLFMX) and Nuveen S&P 500 Buy-Write Income Fund (BXMX). 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.
| PLFMX | BXMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.52 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.28 | 0.87 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.13 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 0.73 | +0.27 |
Martin ratioReturn relative to average drawdown | 4.83 | 3.22 | +1.61 |
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
| PLFMX | BXMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.52 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.50 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.46 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.36 | +0.04 |
Correlation
The correlation between PLFMX and BXMX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PLFMX vs. BXMX - Dividend Comparison
PLFMX's dividend yield for the trailing twelve months is around 2.59%, less than BXMX's 8.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLFMX Principal LargeCap S&P 500 Index Fund | 2.59% | 2.41% | 3.77% | 3.62% | 2.28% | 13.02% | 7.02% | 3.28% | 6.80% | 6.44% | 2.66% | 2.07% |
BXMX Nuveen S&P 500 Buy-Write Income Fund | 8.22% | 7.41% | 7.02% | 7.37% | 7.48% | 5.87% | 6.81% | 6.76% | 8.12% | 6.41% | 7.33% | 7.42% |
Drawdowns
PLFMX vs. BXMX - Drawdown Comparison
The maximum PLFMX drawdown since its inception was -55.62%, which is greater than BXMX's maximum drawdown of -49.53%. Use the drawdown chart below to compare losses from any high point for PLFMX and BXMX.
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Drawdown Indicators
| PLFMX | BXMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.62% | -49.53% | -6.09% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -11.42% | -0.72% |
Max Drawdown (5Y)Largest decline over 5 years | -24.91% | -17.94% | -6.97% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | -38.77% | +4.97% |
Current DrawdownCurrent decline from peak | -9.00% | -9.75% | +0.75% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -5.69% | -4.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.58% | -0.08% |
Volatility
PLFMX vs. BXMX - Volatility Comparison
Principal LargeCap S&P 500 Index Fund (PLFMX) and Nuveen S&P 500 Buy-Write Income Fund (BXMX) have volatilities of 4.25% and 4.26%, 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
| PLFMX | BXMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 4.26% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 8.32% | +0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.88% | 16.43% | +1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 14.98% | +1.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.45% | 17.44% | +0.01% |