PLFMX vs. PLGIX
Compare and contrast key facts about Principal LargeCap S&P 500 Index Fund (PLFMX) and Principal LargeCap Growth Fund I (PLGIX).
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. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PLFMX vs. PLGIX - Performance Comparison
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PLFMX vs. PLGIX - 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% |
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, PLFMX achieves a -7.21% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, PLFMX has underperformed PLGIX with an annualized return of 13.08%, while PLGIX has yielded a comparatively higher 17.78% 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%
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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PLFMX vs. PLGIX - Expense Ratio Comparison
PLFMX has a 0.72% expense ratio, which is higher than PLGIX's 0.67% expense ratio.
Return for Risk
PLFMX vs. PLGIX — Risk / Return Rank
PLFMX
PLGIX
PLFMX vs. PLGIX - 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 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.
| PLFMX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.16 | +0.64 |
Sortino ratioReturn per unit of downside risk | 1.28 | 0.40 | +0.88 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.05 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 0.04 | +0.95 |
Martin ratioReturn relative to average drawdown | 4.83 | 0.14 | +4.69 |
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
| PLFMX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.16 | +0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.47 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.70 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.41 | -0.02 |
Correlation
The correlation between PLFMX 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
PLFMX vs. PLGIX - Dividend Comparison
PLFMX's dividend yield for the trailing twelve months is around 2.59%, less than PLGIX's 16.99% 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% |
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
PLFMX vs. PLGIX - Drawdown Comparison
The maximum PLFMX drawdown since its inception was -55.62%, roughly equal to the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PLFMX and PLGIX.
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Drawdown Indicators
| PLFMX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.62% | -55.43% | -0.19% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -18.32% | +6.18% |
Max Drawdown (5Y)Largest decline over 5 years | -24.91% | -40.63% | +15.72% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | -40.63% | +6.83% |
Current DrawdownCurrent decline from peak | -9.00% | -18.32% | +9.32% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -13.31% | +3.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 5.45% | -2.95% |
Volatility
PLFMX vs. PLGIX - Volatility Comparison
The current volatility for Principal LargeCap S&P 500 Index Fund (PLFMX) is 4.25%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that PLFMX 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
| PLFMX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 5.47% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 11.68% | -2.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.88% | 21.30% | -3.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 30.09% | -13.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.45% | 25.38% | -7.93% |