PLFMX vs. PQIAX
Compare and contrast key facts about Principal LargeCap S&P 500 Index Fund (PLFMX) and Principal Equity Income Fund (PQIAX).
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. PQIAX is managed by Principal. It was launched on May 31, 1939.
Performance
PLFMX vs. PQIAX - Performance Comparison
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PLFMX vs. PQIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLFMX Principal LargeCap S&P 500 Index Fund | -4.50% | 17.10% | 26.06% | 25.27% | -18.67% | 27.57% | 17.46% | 30.58% | -5.14% | 20.96% |
PQIAX Principal Equity Income Fund | 1.77% | 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, PLFMX achieves a -4.50% return, which is significantly lower than PQIAX's 1.77% return. Over the past 10 years, PLFMX has outperformed PQIAX with an annualized return of 13.41%, while PQIAX has yielded a comparatively lower 12.02% annualized return.
PLFMX
- 1D
- 2.92%
- 1M
- -5.08%
- YTD
- -4.50%
- 6M
- -2.43%
- 1Y
- 16.59%
- 3Y*
- 18.07%
- 5Y*
- 11.31%
- 10Y*
- 13.41%
PQIAX
- 1D
- 1.99%
- 1M
- -4.23%
- YTD
- 1.77%
- 6M
- 5.30%
- 1Y
- 16.58%
- 3Y*
- 18.05%
- 5Y*
- 10.52%
- 10Y*
- 12.02%
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PLFMX vs. PQIAX - Expense Ratio Comparison
PLFMX has a 0.72% expense ratio, which is lower than PQIAX's 0.86% expense ratio.
Return for Risk
PLFMX vs. PQIAX — Risk / Return Rank
PLFMX
PQIAX
PLFMX vs. PQIAX - 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 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.
| PLFMX | PQIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.08 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.60 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.50 | -0.05 |
Martin ratioReturn relative to average drawdown | 6.97 | 6.81 | +0.16 |
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 | PQIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.08 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.69 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.73 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.41 | -0.01 |
Correlation
The correlation between PLFMX 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
PLFMX vs. PQIAX - Dividend Comparison
PLFMX's dividend yield for the trailing twelve months is around 2.52%, less than PQIAX's 9.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLFMX Principal LargeCap S&P 500 Index Fund | 2.52% | 2.41% | 3.77% | 3.62% | 2.28% | 13.02% | 7.02% | 3.28% | 6.80% | 6.44% | 2.66% | 2.07% |
PQIAX Principal Equity Income Fund | 9.77% | 9.92% | 20.62% | 2.58% | 5.37% | 5.05% | 1.52% | 4.30% | 7.41% | 6.28% | 3.73% | 2.11% |
Drawdowns
PLFMX vs. PQIAX - Drawdown Comparison
The maximum PLFMX drawdown since its inception was -55.62%, roughly equal to the maximum PQIAX drawdown of -54.68%. Use the drawdown chart below to compare losses from any high point for PLFMX and PQIAX.
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Drawdown Indicators
| PLFMX | PQIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.62% | -54.68% | -0.94% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -11.77% | -0.37% |
Max Drawdown (5Y)Largest decline over 5 years | -24.91% | -21.22% | -3.69% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | -37.67% | +3.87% |
Current DrawdownCurrent decline from peak | -6.34% | -5.21% | -1.13% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -7.04% | -3.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.60% | -0.07% |
Volatility
PLFMX vs. PQIAX - Volatility Comparison
Principal LargeCap S&P 500 Index Fund (PLFMX) has a higher volatility of 5.35% compared to Principal Equity Income Fund (PQIAX) at 4.01%. This indicates that PLFMX'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
| PLFMX | PQIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 4.01% | +1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.55% | 8.14% | +1.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.07% | 15.55% | +2.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.93% | 15.28% | +1.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.47% | 16.41% | +1.06% |