PLSAX vs. MEIKX
Compare and contrast key facts about Principal LargeCap S&P 500 Index Fund Class A (PLSAX) and MFS Value Fund (MEIKX).
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. MEIKX is managed by MFS. It was launched on May 1, 2006.
Performance
PLSAX vs. MEIKX - Performance Comparison
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PLSAX vs. MEIKX - 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% |
MEIKX MFS Value Fund | 1.11% | 13.37% | 11.98% | 8.32% | -5.92% | 25.59% | 4.09% | 30.18% | -9.81% | 17.26% |
Returns By Period
In the year-to-date period, PLSAX achieves a -4.39% return, which is significantly lower than MEIKX's 1.11% return. Over the past 10 years, PLSAX has outperformed MEIKX with an annualized return of 13.75%, while MEIKX has yielded a comparatively lower 10.10% 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%
MEIKX
- 1D
- 1.64%
- 1M
- -5.00%
- YTD
- 1.11%
- 6M
- 3.65%
- 1Y
- 10.49%
- 3Y*
- 12.15%
- 5Y*
- 8.48%
- 10Y*
- 10.10%
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PLSAX vs. MEIKX - Expense Ratio Comparison
PLSAX has a 0.38% expense ratio, which is lower than MEIKX's 0.43% expense ratio.
Return for Risk
PLSAX vs. MEIKX — Risk / Return Rank
PLSAX
MEIKX
PLSAX vs. MEIKX - 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 MFS Value Fund (MEIKX). 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 | MEIKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.70 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.04 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.15 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.03 | +0.46 |
Martin ratioReturn relative to average drawdown | 7.18 | 4.53 | +2.65 |
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 | MEIKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.70 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.61 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.61 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.39 | +0.01 |
Correlation
The correlation between PLSAX and MEIKX is 0.90, 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
PLSAX vs. MEIKX - Dividend Comparison
PLSAX's dividend yield for the trailing twelve months is around 2.88%, less than MEIKX's 9.82% 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% |
MEIKX MFS Value Fund | 9.82% | 9.72% | 9.49% | 8.58% | 7.77% | 3.43% | 2.75% | 3.28% | 3.76% | 4.14% | 3.84% | 6.12% |
Drawdowns
PLSAX vs. MEIKX - Drawdown Comparison
The maximum PLSAX drawdown since its inception was -55.67%, roughly equal to the maximum MEIKX drawdown of -56.81%. Use the drawdown chart below to compare losses from any high point for PLSAX and MEIKX.
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Drawdown Indicators
| PLSAX | MEIKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.67% | -56.81% | +1.14% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -11.09% | -1.04% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -17.50% | -7.19% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | -36.68% | +2.89% |
Current DrawdownCurrent decline from peak | -6.27% | -5.00% | -1.27% |
Average DrawdownAverage peak-to-trough decline | -10.22% | -9.51% | -0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 2.52% | 0.00% |
Volatility
PLSAX vs. MEIKX - Volatility Comparison
Principal LargeCap S&P 500 Index Fund Class A (PLSAX) has a higher volatility of 5.33% compared to MFS Value Fund (MEIKX) at 3.64%. This indicates that PLSAX's price experiences larger fluctuations and is considered to be riskier than MEIKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLSAX | MEIKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 3.64% | +1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 7.85% | +1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.07% | 14.82% | +3.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.92% | 13.91% | +3.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.48% | 16.55% | +0.93% |