PLGIX vs. ADX
Compare and contrast key facts about Principal LargeCap Growth Fund I (PLGIX) and Adams Diversified Equity Fund, Inc. (ADX).
PLGIX is managed by Principal. It was launched on Dec 6, 2000. ADX is managed by Adams Funds. It was launched on Jan 2, 1990.
Performance
PLGIX vs. ADX - Performance Comparison
Loading graphics...
PLGIX vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
ADX Adams Diversified Equity Fund, Inc. | -4.23% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
Returns By Period
In the year-to-date period, PLGIX achieves a -14.91% return, which is significantly lower than ADX's -4.23% return. Over the past 10 years, PLGIX has outperformed ADX with an annualized return of 17.78%, while ADX has yielded a comparatively lower 16.41% annualized return.
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%
ADX
- 1D
- 4.04%
- 1M
- -5.48%
- YTD
- -4.23%
- 6M
- 2.17%
- 1Y
- 25.55%
- 3Y*
- 23.81%
- 5Y*
- 14.65%
- 10Y*
- 16.41%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PLGIX vs. ADX - Expense Ratio Comparison
PLGIX has a 0.67% expense ratio, which is higher than ADX's 0.59% expense ratio.
Return for Risk
PLGIX vs. ADX — Risk / Return Rank
PLGIX
ADX
PLGIX vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap Growth Fund I (PLGIX) and Adams Diversified Equity Fund, Inc. (ADX). 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.
| PLGIX | ADX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 1.38 | -1.21 |
Sortino ratioReturn per unit of downside risk | 0.40 | 2.06 | -1.66 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.29 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.04 | 2.33 | -2.29 |
Martin ratioReturn relative to average drawdown | 0.14 | 10.84 | -10.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PLGIX | ADX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 1.38 | -1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.86 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.92 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.09 | +0.32 |
Correlation
The correlation between PLGIX and ADX is 0.83, 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
PLGIX vs. ADX - Dividend Comparison
PLGIX's dividend yield for the trailing twelve months is around 16.99%, more than ADX's 8.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ADX Adams Diversified Equity Fund, Inc. | 8.45% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
Drawdowns
PLGIX vs. ADX - Drawdown Comparison
The maximum PLGIX drawdown since its inception was -55.43%, smaller than the maximum ADX drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for PLGIX and ADX.
Loading graphics...
Drawdown Indicators
| PLGIX | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.43% | -71.60% | +16.17% |
Max Drawdown (1Y)Largest decline over 1 year | -18.32% | -11.12% | -7.20% |
Max Drawdown (5Y)Largest decline over 5 years | -40.63% | -25.07% | -15.56% |
Max Drawdown (10Y)Largest decline over 10 years | -40.63% | -37.17% | -3.46% |
Current DrawdownCurrent decline from peak | -18.32% | -6.53% | -11.79% |
Average DrawdownAverage peak-to-trough decline | -13.31% | -23.22% | +9.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.45% | 2.39% | +3.06% |
Volatility
PLGIX vs. ADX - Volatility Comparison
The current volatility for Principal LargeCap Growth Fund I (PLGIX) is 5.47%, while Adams Diversified Equity Fund, Inc. (ADX) has a volatility of 6.18%. This indicates that PLGIX experiences smaller price fluctuations and is considered to be less risky than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PLGIX | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 6.18% | -0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 11.68% | 10.53% | +1.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.30% | 18.63% | +2.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.09% | 17.20% | +12.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.38% | 17.95% | +7.43% |