PLGIX vs. HACAX

In the year-to-date period, PLGIX achieves a 3.76% return, which is significantly lower than HACAX's 5.99% return. Over the past 10 years, PLGIX has underperformed HACAX with an annualized return of 2.75%, while HACAX has yielded a comparatively higher 6.81% annualized return.

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PLGIX has a 0.67% expense ratio, which is lower than HACAX's 0.71% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap Growth Fund I (PLGIX) and Harbor Capital Appreciation Fund Class I (HACAX). 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.

The current PLGIX Sharpe Ratio is -0.25, which is lower than the HACAX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of PLGIX and HACAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither PLGIX nor HACAX has paid dividends to shareholders.

The maximum PLGIX drawdown since its inception was -57.42%, smaller than the maximum HACAX drawdown of -68.72%. Use the drawdown chart below to compare losses from any high point for PLGIX and HACAX. For additional features, visit the drawdowns tool.

The current volatility for Principal LargeCap Growth Fund I (PLGIX) is 3.97%, while Harbor Capital Appreciation Fund Class I (HACAX) has a volatility of 5.27%. This indicates that PLGIX experiences smaller price fluctuations and is considered to be less risky than HACAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.