PLSAX vs. CMPGX
Compare and contrast key facts about Principal LargeCap S&P 500 Index Fund Class A (PLSAX) and Principal Government & High Quality Bond Fund (CMPGX).
PLSAX is a passively managed fund by Principal Funds that tracks the performance of the S&P 500 Index. It was launched on Feb 2, 2001. CMPGX is managed by Principal Funds. It was launched on May 3, 1984.
Performance
PLSAX vs. CMPGX - Performance Comparison
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PLSAX vs. CMPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLSAX Principal LargeCap S&P 500 Index Fund Class A | -4.39% | 17.50% | 26.46% | 25.70% | -18.41% | 27.93% | 17.85% | 30.97% | -4.93% | 21.23% |
CMPGX Principal Government & High Quality Bond Fund | 0.03% | 7.56% | 0.46% | 3.98% | -12.34% | -1.80% | 2.50% | 6.12% | 0.52% | 1.36% |
Returns By Period
In the year-to-date period, PLSAX achieves a -4.39% return, which is significantly lower than CMPGX's 0.03% return. Over the past 10 years, PLSAX has outperformed CMPGX with an annualized return of 13.75%, while CMPGX has yielded a comparatively lower 0.61% annualized return.
PLSAX
- 1D
- 2.93%
- 1M
- -5.03%
- YTD
- -4.39%
- 6M
- -2.26%
- 1Y
- 17.02%
- 3Y*
- 18.47%
- 5Y*
- 11.69%
- 10Y*
- 13.75%
CMPGX
- 1D
- 0.33%
- 1M
- -1.62%
- YTD
- 0.03%
- 6M
- 0.99%
- 1Y
- 4.22%
- 3Y*
- 3.09%
- 5Y*
- -0.55%
- 10Y*
- 0.61%
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PLSAX vs. CMPGX - Expense Ratio Comparison
PLSAX has a 0.38% expense ratio, which is lower than CMPGX's 0.78% expense ratio.
Return for Risk
PLSAX vs. CMPGX — Risk / Return Rank
PLSAX
CMPGX
PLSAX vs. CMPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap S&P 500 Index Fund Class A (PLSAX) and Principal Government & High Quality Bond Fund (CMPGX). 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.
| PLSAX | CMPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.93 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.32 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.17 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.52 | -0.03 |
Martin ratioReturn relative to average drawdown | 7.18 | 4.29 | +2.89 |
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
| PLSAX | CMPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.93 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | -0.08 | +0.78 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.12 | +0.66 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.83 | -0.43 |
Correlation
The correlation between PLSAX and CMPGX is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
PLSAX vs. CMPGX - Dividend Comparison
PLSAX's dividend yield for the trailing twelve months is around 2.88%, less than CMPGX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLSAX Principal LargeCap S&P 500 Index Fund Class A | 2.88% | 2.75% | 4.07% | 3.90% | 2.70% | 13.38% | 7.35% | 3.57% | 7.19% | 6.72% | 2.93% | 2.36% |
CMPGX Principal Government & High Quality Bond Fund | 3.23% | 3.44% | 2.84% | 2.19% | 1.35% | 1.08% | 2.00% | 2.43% | 2.65% | 3.30% | 3.76% | 2.96% |
Drawdowns
PLSAX vs. CMPGX - Drawdown Comparison
The maximum PLSAX drawdown since its inception was -55.67%, which is greater than CMPGX's maximum drawdown of -19.56%. Use the drawdown chart below to compare losses from any high point for PLSAX and CMPGX.
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Drawdown Indicators
| PLSAX | CMPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.67% | -19.56% | -36.11% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -3.35% | -8.78% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -19.17% | -5.52% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | -19.56% | -14.23% |
Current DrawdownCurrent decline from peak | -6.27% | -3.64% | -2.63% |
Average DrawdownAverage peak-to-trough decline | -10.22% | -2.41% | -7.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 1.19% | +1.33% |
Volatility
PLSAX vs. CMPGX - Volatility Comparison
Principal LargeCap S&P 500 Index Fund Class A (PLSAX) has a higher volatility of 5.33% compared to Principal Government & High Quality Bond Fund (CMPGX) at 1.93%. This indicates that PLSAX's price experiences larger fluctuations and is considered to be riskier than CMPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLSAX | CMPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 1.93% | +3.40% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 2.81% | +6.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.07% | 4.93% | +13.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.92% | 6.59% | +10.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.48% | 4.94% | +12.54% |