PLGIX vs. PMYYX
PLGIX (Principal LargeCap Growth Fund I) and PMYYX (Putnam Multi-Cap Core Fund) are both mutual funds - PLGIX is a Large Cap Growth Equities fund managed by Principal, while PMYYX is a Large Cap Blend Equities fund managed by Putnam. Over the past 10 years, PLGIX returned 18.96%/yr vs 15.93%/yr for PMYYX. Their correlation of 0.88 means they have usually moved in the same direction. PLGIX charges 0.67%/yr vs 0.71%/yr for PMYYX.
Performance
PLGIX vs. PMYYX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, PLGIX achieves a -1.62% return, which is significantly lower than PMYYX's 7.70% return. Over the past 10 years, PLGIX has outperformed PMYYX with an annualized return of 18.96%, while PMYYX has yielded a comparatively lower 15.93% annualized return.
PLGIX
- 1D
- 3.14%
- 1M
- -2.17%
- 6M
- 1.55%
- YTD
- -1.62%
- 1Y
- 2.16%
- 3Y*
- 29.13%
- 5Y*
- 13.82%
- 10Y*
- 18.96%
- ALL TIME*
- 9.97%
PMYYX
- 1D
- 1.68%
- 1M
- 0.32%
- 6M
- 6.39%
- YTD
- 7.70%
- 1Y
- 20.16%
- 3Y*
- 18.91%
- 5Y*
- 12.92%
- 10Y*
- 15.93%
- ALL TIME*
- 15.69%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PLGIX vs. PMYYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLGIX Principal LargeCap Growth Fund I | -1.62% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
PMYYX Putnam Multi-Cap Core Fund | 7.70% | 17.33% | 26.46% | 27.98% | -15.94% | 30.93% | 17.69% | 32.52% | -7.91% | 24.00% |
Correlation
The correlation between PLGIX and PMYYX is 0.88, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.88 |
Correlation (3Y) Balances recent behavior with more history. | 0.89 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Aug 3, 2012 | 0.88 |
The correlation between PLGIX and PMYYX has been stable across timeframes, ranging from 0.86 to 0.90 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
PLGIX vs. PMYYX — Risk / Return Rank
PLGIX
PMYYX
PLGIX vs. PMYYX - Risk-Adjusted Trends Comparison
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PLGIX | PMYYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.41 | ||
| Sortino ratioReturn per unit of downside risk | -1.86 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.25 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | -0.00 | 1.80 | -1.81 |
| Martin ratioReturn relative to average drawdown | -0.01 | 7.60 | -7.61 |
Loading charts...
Drawdowns
PLGIX vs. PMYYX - Drawdown Comparison
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.
Loading charts...
Drawdown Indicators
| PLGIX | PMYYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.43% | -35.25% | -20.18% |
Max Drawdown (1Y)Largest decline over 1 year | -18.32% | -10.02% | -8.30% |
Max Drawdown (3Y)Largest decline over 3 years | -21.39% | -18.92% | -2.47% |
Max Drawdown (5Y)Largest decline over 5 years | -40.63% | -23.52% | -17.11% |
Max Drawdown (10Y)Largest decline over 10 years | -40.63% | -35.25% | -5.38% |
Current DrawdownCurrent decline from peak | -7.56% | -1.23% | -6.33% |
Average DrawdownAverage peak-to-trough decline | -13.21% | -4.09% | -9.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.32% | 2.37% | +3.95% |
Volatility
PLGIX vs. PMYYX - Volatility Comparison
Principal LargeCap Growth Fund I (PLGIX) has a higher volatility of 5.94% compared to Putnam Multi-Cap Core Fund (PMYYX) at 3.71%. 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.
Loading charts...
Volatility by Period
| PLGIX | PMYYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.94% | 3.71% | +2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 14.18% | 10.07% | +4.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.18% | 12.87% | +4.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.32% | 16.88% | +13.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.51% | 18.37% | +7.14% |
PLGIX vs. PMYYX - Expense Ratio Comparison
PLGIX has a 0.67% expense ratio, which is lower than PMYYX's 0.71% expense ratio.
Dividends
PLGIX vs. PMYYX - Dividend Comparison
PLGIX's dividend yield for the trailing twelve months is around 14.69%, more than PMYYX's 2.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLGIX Principal LargeCap Growth Fund I | 14.69% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
PMYYX Putnam Multi-Cap Core Fund | 2.57% | 2.76% | 4.47% | 2.62% | 5.26% | 9.25% | 2.41% | 4.76% | 2.36% | 2.71% | 1.21% | 1.26% |
Frequently Asked Questions
PLGIX and PMYYX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLGIX has higher volatility (5.94%) compared to PMYYX (3.71%). In terms of maximum drawdown, PLGIX dropped -55.43% vs PMYYX's -35.25%.
PMYYX currently has the higher Sharpe Ratio (1.40 vs -0.00), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for PLGIX and PMYYX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer