PLGIX vs. PMYYX

In the year-to-date period, PLGIX achieves a -0.00% return, which is significantly higher than PMYYX's -1.55% return. Over the past 10 years, PLGIX has outperformed PMYYX with an annualized return of 13.68%, while PMYYX has yielded a comparatively lower 9.82% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap Growth Fund I (PLGIX) and Putnam Multi-Cap Core Fund (PMYYX). 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 0.51, which is higher than the PMYYX Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of PLGIX and PMYYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PLGIX's dividend yield for the trailing twelve months is around 31.88%, more than PMYYX's 0.74% yield.

The maximum PLGIX drawdown since its inception was -55.43%, which is greater than PMYYX's maximum drawdown of -35.25%. Use the drawdown chart below to compare losses from any high point for PLGIX and PMYYX. For additional features, visit the drawdowns tool.

Principal LargeCap Growth Fund I (PLGIX) has a higher volatility of 5.47% compared to Putnam Multi-Cap Core Fund (PMYYX) at 4.87%. This indicates that PLGIX's price experiences larger fluctuations and is considered to be riskier than PMYYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.