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 managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLGIX or FXAIX.
Key characteristics
| PLGIX | FXAIX | |
|---|---|---|
| YTD Return | 19.20% | 20.78% |
| 1Y Return | 36.69% | 33.63% |
| 3Y Return (Ann) | 4.51% | 11.15% |
| 5Y Return (Ann) | 14.67% | 15.64% |
| 10Y Return (Ann) | 14.62% | 13.28% |
| Sharpe Ratio | 2.11 | 2.46 |
| Daily Std Dev | 15.98% | 12.76% |
| Max Drawdown | -55.43% | -33.79% |
| Current Drawdown | -0.29% | -0.19% |
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.
Performance
PLGIX vs. FXAIX - Performance Comparison
In the year-to-date period, PLGIX achieves a 19.20% return, which is significantly lower than FXAIX's 20.78% return. Over the past 10 years, PLGIX has outperformed FXAIX with an annualized return of 14.62%, while FXAIX has yielded a comparatively lower 13.28% 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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PLGIX vs. FXAIX - Expense Ratio Comparison
PLGIX has a 0.67% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
PLGIX vs. FXAIX - Risk-Adjusted Performance 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.
Dividends
PLGIX vs. FXAIX - Dividend Comparison
PLGIX's dividend yield for the trailing twelve months is around 5.00%, more than FXAIX's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLGIX Principal LargeCap Growth Fund I | 5.00% | 5.97% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% | 10.50% | 6.25% |
FXAIX Fidelity 500 Index Fund | 1.23% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% | 1.84% |
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. For additional features, visit the drawdowns tool.
Volatility
PLGIX vs. FXAIX - Volatility Comparison
Principal LargeCap Growth Fund I (PLGIX) has a higher volatility of 5.13% compared to Fidelity 500 Index Fund (FXAIX) at 4.31%. 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.