PLGIX vs. FXAIX
Compare and contrast key facts about Principal LargeCap Growth Fund I (PLGIX) and Fidelity 500 Index Fund (FXAIX).
PLGIX is managed by Principal. It was launched on Dec 6, 2000. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
PLGIX vs. FXAIX - Performance Comparison
Loading graphics...
PLGIX vs. FXAIX - 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% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, PLGIX achieves a -14.91% return, which is significantly lower than FXAIX's -7.05% return. Over the past 10 years, PLGIX has outperformed FXAIX with an annualized return of 17.78%, while FXAIX has yielded a comparatively lower 13.75% 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%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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. FXAIX - Expense Ratio Comparison
PLGIX has a 0.67% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
PLGIX vs. FXAIX — Risk / Return Rank
PLGIX
FXAIX
PLGIX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap Growth Fund I (PLGIX) and Fidelity 500 Index Fund (FXAIX). 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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.84 | -0.67 |
Sortino ratioReturn per unit of downside risk | 0.40 | 1.30 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.20 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.04 | 1.05 | -1.01 |
Martin ratioReturn relative to average drawdown | 0.14 | 5.13 | -4.99 |
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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.84 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.68 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.77 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.75 | -0.34 |
Correlation
The correlation between PLGIX and FXAIX is 0.92, 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. FXAIX - Dividend Comparison
PLGIX's dividend yield for the trailing twelve months is around 16.99%, more than FXAIX's 1.20% 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% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
PLGIX vs. FXAIX - Drawdown Comparison
The maximum PLGIX drawdown since its inception was -55.43%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for PLGIX and FXAIX.
Loading graphics...
Drawdown Indicators
| PLGIX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.43% | -33.79% | -21.64% |
Max Drawdown (1Y)Largest decline over 1 year | -18.32% | -12.13% | -6.19% |
Max Drawdown (5Y)Largest decline over 5 years | -40.63% | -24.50% | -16.13% |
Max Drawdown (10Y)Largest decline over 10 years | -40.63% | -33.79% | -6.84% |
Current DrawdownCurrent decline from peak | -18.32% | -8.89% | -9.43% |
Average DrawdownAverage peak-to-trough decline | -13.31% | -3.83% | -9.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.45% | 2.50% | +2.95% |
Volatility
PLGIX vs. FXAIX - Volatility Comparison
Principal LargeCap Growth Fund I (PLGIX) has a higher volatility of 5.47% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that PLGIX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PLGIX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 4.24% | +1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 11.68% | 9.08% | +2.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.30% | 18.13% | +3.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.09% | 16.88% | +13.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.38% | 18.03% | +7.35% |