PLFMX vs. VIGRX
Compare and contrast key facts about Principal LargeCap S&P 500 Index Fund (PLFMX) and Vanguard Growth Index Fund (VIGRX).
PLFMX is managed by Principal. It was launched on Dec 6, 2000. VIGRX is managed by Vanguard. It was launched on Nov 2, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLFMX or VIGRX.
Key characteristics
| PLFMX | VIGRX | |
|---|---|---|
| YTD Return | 22.53% | 27.09% |
| 1Y Return | 39.57% | 47.94% |
| 3Y Return (Ann) | 8.94% | 8.37% |
| 5Y Return (Ann) | 14.64% | 18.73% |
| 10Y Return (Ann) | 12.38% | 15.38% |
| Sharpe Ratio | 3.34 | 2.93 |
| Sortino Ratio | 4.41 | 3.73 |
| Omega Ratio | 1.63 | 1.53 |
| Calmar Ratio | 3.64 | 2.86 |
| Martin Ratio | 21.67 | 14.87 |
| Ulcer Index | 1.87% | 3.28% |
| Daily Std Dev | 12.14% | 16.63% |
| Max Drawdown | -55.61% | -57.48% |
| Current Drawdown | -0.90% | -0.54% |
Correlation
The correlation between PLFMX and VIGRX is 0.95, 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.
Performance
PLFMX vs. VIGRX - Performance Comparison
In the year-to-date period, PLFMX achieves a 22.53% return, which is significantly lower than VIGRX's 27.09% return. Over the past 10 years, PLFMX has underperformed VIGRX with an annualized return of 12.38%, while VIGRX has yielded a comparatively higher 15.38% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PLFMX vs. VIGRX - Expense Ratio Comparison
PLFMX has a 0.72% expense ratio, which is higher than VIGRX's 0.17% expense ratio.
Risk-Adjusted Performance
PLFMX vs. VIGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap S&P 500 Index Fund (PLFMX) and Vanguard Growth Index Fund (VIGRX). 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.
Dividends
PLFMX vs. VIGRX - Dividend Comparison
PLFMX's dividend yield for the trailing twelve months is around 2.95%, more than VIGRX's 0.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLFMX Principal LargeCap S&P 500 Index Fund | 2.95% | 3.61% | 2.28% | 13.02% | 7.02% | 3.28% | 6.80% | 6.44% | 2.66% | 2.07% | 1.28% | 1.14% |
VIGRX Vanguard Growth Index Fund | 0.39% | 0.47% | 0.54% | 0.36% | 0.56% | 0.83% | 1.18% | 1.03% | 1.27% | 1.16% | 1.07% | 1.06% |
Drawdowns
PLFMX vs. VIGRX - Drawdown Comparison
The maximum PLFMX drawdown since its inception was -55.61%, roughly equal to the maximum VIGRX drawdown of -57.48%. Use the drawdown chart below to compare losses from any high point for PLFMX and VIGRX. For additional features, visit the drawdowns tool.
Volatility
PLFMX vs. VIGRX - Volatility Comparison
The current volatility for Principal LargeCap S&P 500 Index Fund (PLFMX) is 2.52%, while Vanguard Growth Index Fund (VIGRX) has a volatility of 3.39%. This indicates that PLFMX experiences smaller price fluctuations and is considered to be less risky than VIGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.