PLGIX vs. TILIX
Compare and contrast key facts about Principal LargeCap Growth Fund I (PLGIX) and TIAA-CREF Large-Cap Growth Index Fund (TILIX).
PLGIX is managed by Principal. It was launched on Dec 6, 2000. TILIX is managed by TIAA Investments. It was launched on Oct 1, 2002.
Performance
PLGIX vs. TILIX - Performance Comparison
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PLGIX vs. TILIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLGIX Principal LargeCap Growth Fund I | -14.91% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
TILIX TIAA-CREF Large-Cap Growth Index Fund | -13.04% | 18.41% | 33.31% | 42.64% | -29.22% | 27.63% | 38.43% | 36.30% | -1.66% | 28.49% |
Returns By Period
In the year-to-date period, PLGIX achieves a -14.91% return, which is significantly lower than TILIX's -13.04% return. Over the past 10 years, PLGIX has outperformed TILIX with an annualized return of 17.78%, while TILIX has yielded a comparatively lower 16.09% annualized return.
PLGIX
- 1D
- -0.29%
- 1M
- -8.82%
- YTD
- -14.91%
- 6M
- -15.13%
- 1Y
- 3.34%
- 3Y*
- 29.30%
- 5Y*
- 14.11%
- 10Y*
- 17.78%
TILIX
- 1D
- -0.44%
- 1M
- -8.64%
- YTD
- -13.04%
- 6M
- -12.14%
- 1Y
- 14.38%
- 3Y*
- 19.64%
- 5Y*
- 11.88%
- 10Y*
- 16.09%
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PLGIX vs. TILIX - Expense Ratio Comparison
PLGIX has a 0.67% expense ratio, which is higher than TILIX's 0.05% expense ratio.
Return for Risk
PLGIX vs. TILIX — Risk / Return Rank
PLGIX
TILIX
PLGIX vs. TILIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap Growth Fund I (PLGIX) and TIAA-CREF Large-Cap Growth Index Fund (TILIX). 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.
| PLGIX | TILIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.65 | -0.49 |
Sortino ratioReturn per unit of downside risk | 0.40 | 1.10 | -0.70 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.15 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.04 | 0.67 | -0.63 |
Martin ratioReturn relative to average drawdown | 0.14 | 2.32 | -2.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PLGIX | TILIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.65 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.56 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.77 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.56 | -0.15 |
Correlation
The correlation between PLGIX and TILIX is 0.96, 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.
Dividends
PLGIX vs. TILIX - Dividend Comparison
PLGIX's dividend yield for the trailing twelve months is around 16.99%, more than TILIX's 5.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLGIX Principal LargeCap Growth Fund I | 16.99% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
TILIX TIAA-CREF Large-Cap Growth Index Fund | 5.07% | 4.41% | 3.25% | 1.90% | 11.00% | 8.76% | 1.91% | 2.38% | 4.01% | 0.68% | 1.33% | 1.32% |
Drawdowns
PLGIX vs. TILIX - Drawdown Comparison
The maximum PLGIX drawdown since its inception was -55.43%, which is greater than TILIX's maximum drawdown of -50.54%. Use the drawdown chart below to compare losses from any high point for PLGIX and TILIX.
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Drawdown Indicators
| PLGIX | TILIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.43% | -50.54% | -4.89% |
Max Drawdown (1Y)Largest decline over 1 year | -18.32% | -16.24% | -2.08% |
Max Drawdown (5Y)Largest decline over 5 years | -40.63% | -32.68% | -7.95% |
Max Drawdown (10Y)Largest decline over 10 years | -40.63% | -32.68% | -7.95% |
Current DrawdownCurrent decline from peak | -18.32% | -16.24% | -2.08% |
Average DrawdownAverage peak-to-trough decline | -13.31% | -7.77% | -5.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.45% | 4.73% | +0.72% |
Volatility
PLGIX vs. TILIX - Volatility Comparison
Principal LargeCap Growth Fund I (PLGIX) and TIAA-CREF Large-Cap Growth Index Fund (TILIX) have volatilities of 5.47% and 5.34%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLGIX | TILIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 5.34% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 11.68% | 11.80% | -0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.30% | 22.35% | -1.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.09% | 21.44% | +8.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.38% | 21.01% | +4.37% |