PLGIX vs. SRCMX
PLGIX (Principal LargeCap Growth Fund I) and SRCMX (Principal California Municipal Fund) are both mutual funds - PLGIX is a Large Cap Growth Equities fund managed by Principal, while SRCMX is a Municipal Bonds fund managed by Principal. Over the past 10 years, PLGIX returned 18.96%/yr vs 1.65%/yr for SRCMX. Their -0.08 correlation means they have often moved in opposite directions in the past. PLGIX charges 0.67%/yr vs 0.72%/yr for SRCMX.
Performance
PLGIX vs. SRCMX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, PLGIX achieves a -1.62% return, which is significantly lower than SRCMX's 0.28% return. Over the past 10 years, PLGIX has outperformed SRCMX with an annualized return of 18.96%, while SRCMX has yielded a comparatively lower 1.65% 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%
SRCMX
- 1D
- -0.21%
- 1M
- -1.82%
- 6M
- -0.42%
- YTD
- 0.28%
- 1Y
- 4.55%
- 3Y*
- 3.15%
- 5Y*
- -0.07%
- 10Y*
- 1.65%
- ALL TIME*
- 4.38%
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. SRCMX - 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% |
SRCMX Principal California Municipal Fund | 0.28% | 4.39% | 2.66% | 5.03% | -11.08% | 1.91% | 4.85% | 8.67% | -0.19% | 6.89% |
Correlation
The correlation between PLGIX and SRCMX is 0.19, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.19 |
Correlation (3Y) Balances recent behavior with more history. | 0.11 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.12 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.05 |
Correlation (All Time) Calculated using the full available price history since Dec 6, 2000 | -0.08 |
The correlation between PLGIX and SRCMX shifts across timeframes, from -0.08 (all time) to 0.19 (1 year), reflecting how their relationship changes across market environments.
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. SRCMX — Risk / Return Rank
PLGIX
SRCMX
PLGIX vs. SRCMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap Growth Fund I (PLGIX) and Principal California Municipal Fund (SRCMX). 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 | SRCMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.03 | ||
| Sortino ratioReturn per unit of downside risk | -2.99 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.51 | -0.50 |
| Calmar ratioReturn relative to maximum drawdown | -0.00 | 1.94 | -1.94 |
| Martin ratioReturn relative to average drawdown | -0.01 | 6.51 | -6.51 |
Loading charts...
Drawdowns
PLGIX vs. SRCMX - Drawdown Comparison
The maximum PLGIX drawdown since its inception was -55.43%, which is greater than SRCMX's maximum drawdown of -23.64%. Use the drawdown chart below to compare losses from any high point for PLGIX and SRCMX.
Loading charts...
Drawdown Indicators
| PLGIX | SRCMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.43% | -23.64% | -31.79% |
Max Drawdown (1Y)Largest decline over 1 year | -18.32% | -2.81% | -15.51% |
Max Drawdown (3Y)Largest decline over 3 years | -21.39% | -4.33% | -17.06% |
Max Drawdown (5Y)Largest decline over 5 years | -40.63% | -16.07% | -24.56% |
Max Drawdown (10Y)Largest decline over 10 years | -40.63% | -16.07% | -24.56% |
Current DrawdownCurrent decline from peak | -7.56% | -1.82% | -5.74% |
Average DrawdownAverage peak-to-trough decline | -13.21% | -2.65% | -10.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.32% | 0.84% | +5.48% |
Volatility
PLGIX vs. SRCMX - Volatility Comparison
Principal LargeCap Growth Fund I (PLGIX) has a higher volatility of 5.94% compared to Principal California Municipal Fund (SRCMX) at 0.83%. This indicates that PLGIX's price experiences larger fluctuations and is considered to be riskier than SRCMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| PLGIX | SRCMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.94% | 0.83% | +5.11% |
Volatility (6M)Calculated over the trailing 6-month period | 14.18% | 2.16% | +12.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.18% | 2.69% | +14.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.32% | 3.52% | +26.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.51% | 4.14% | +21.37% |
PLGIX vs. SRCMX - Expense Ratio Comparison
PLGIX has a 0.67% expense ratio, which is lower than SRCMX's 0.72% expense ratio.
Dividends
PLGIX vs. SRCMX - Dividend Comparison
PLGIX's dividend yield for the trailing twelve months is around 14.69%, more than SRCMX's 3.23% 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% |
SRCMX Principal California Municipal Fund | 3.23% | 4.24% | 3.34% | 2.31% | 2.21% | 2.08% | 1.94% | 2.85% | 3.19% | 3.16% | 3.02% | 4.50% |
Frequently Asked Questions
PLGIX and SRCMX have a correlation of 0.19, 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 SRCMX (0.83%). In terms of maximum drawdown, PLGIX dropped -55.43% vs SRCMX's -23.64%.
SRCMX currently has the higher Sharpe Ratio (2.03 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 SRCMX
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