PLGIX vs. VFIAX

In the year-to-date period, PLGIX achieves a -6.97% return, which is significantly lower than VFIAX's -5.69% return. Over the past 10 years, PLGIX has outperformed VFIAX with an annualized return of 13.26%, while VFIAX has yielded a comparatively lower 12.22% annualized return.

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PLGIX has a 0.67% expense ratio, which is higher than VFIAX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap Growth Fund I (PLGIX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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 0.39, which is comparable to the VFIAX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of PLGIX and VFIAX, 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 34.27%, more than VFIAX's 1.37% yield.

The maximum PLGIX drawdown since its inception was -55.43%, roughly equal to the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for PLGIX and VFIAX. For additional features, visit the drawdowns tool.

Principal LargeCap Growth Fund I (PLGIX) has a higher volatility of 15.90% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 14.22%. This indicates that PLGIX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.