PLFMX vs. PCBIX
Compare and contrast key facts about Principal LargeCap S&P 500 Index Fund (PLFMX) and Principal MidCap Fund Institutional Class (PCBIX).
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. PCBIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PLFMX vs. PCBIX - Performance Comparison
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PLFMX vs. PCBIX - 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% |
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, PLFMX achieves a -7.21% return, which is significantly higher than PCBIX's -12.96% return. Over the past 10 years, PLFMX has outperformed PCBIX with an annualized return of 13.08%, while PCBIX has yielded a comparatively lower 11.48% 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%
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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PLFMX vs. PCBIX - Expense Ratio Comparison
PLFMX has a 0.72% expense ratio, which is higher than PCBIX's 0.67% expense ratio.
Return for Risk
PLFMX vs. PCBIX — Risk / Return Rank
PLFMX
PCBIX
PLFMX vs. PCBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap S&P 500 Index Fund (PLFMX) 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.
| PLFMX | PCBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | -0.58 | +1.38 |
Sortino ratioReturn per unit of downside risk | 1.28 | -0.71 | +1.99 |
Omega ratioGain probability vs. loss probability | 1.19 | 0.91 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | -0.60 | +1.60 |
Martin ratioReturn relative to average drawdown | 4.83 | -1.81 | +6.63 |
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 | PCBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | -0.58 | +1.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.27 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.60 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.58 | -0.19 |
Correlation
The correlation between PLFMX and PCBIX is 0.91, 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
PLFMX vs. PCBIX - Dividend Comparison
PLFMX's dividend yield for the trailing twelve months is around 2.59%, less than PCBIX's 6.68% 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% |
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
PLFMX vs. PCBIX - Drawdown Comparison
The maximum PLFMX drawdown since its inception was -55.62%, which is greater than PCBIX's maximum drawdown of -50.25%. Use the drawdown chart below to compare losses from any high point for PLFMX and PCBIX.
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Drawdown Indicators
| PLFMX | PCBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.62% | -50.25% | -5.37% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -19.29% | +7.15% |
Max Drawdown (5Y)Largest decline over 5 years | -24.91% | -31.17% | +6.26% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | -40.56% | +6.76% |
Current DrawdownCurrent decline from peak | -9.00% | -18.65% | +9.65% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -6.50% | -3.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 6.44% | -3.94% |
Volatility
PLFMX vs. PCBIX - Volatility Comparison
The current volatility for Principal LargeCap S&P 500 Index Fund (PLFMX) is 4.25%, while Principal MidCap Fund Institutional Class (PCBIX) has a volatility of 4.56%. This indicates that PLFMX 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
| PLFMX | PCBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 4.56% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 10.34% | -1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.88% | 18.28% | -0.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 18.53% | -1.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.45% | 19.09% | -1.64% |