Correlation
The correlation between PLSAX and RPMGX is 0.91, 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.
PLSAX vs. RPMGX
Compare and contrast key facts about Principal LargeCap S&P 500 Index Fund Class A (PLSAX) and T. Rowe Price Mid-Cap Growth Fund (RPMGX).
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. RPMGX is managed by T. Rowe Price. It was launched on Jun 30, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLSAX or RPMGX.
Performance
PLSAX vs. RPMGX - Performance Comparison
Loading data...
Key characteristics
PLSAX:
0.71
RPMGX:
0.14
PLSAX:
1.02
RPMGX:
0.24
PLSAX:
1.15
RPMGX:
1.03
PLSAX:
0.67
RPMGX:
0.06
PLSAX:
2.53
RPMGX:
0.20
PLSAX:
4.94%
RPMGX:
7.25%
PLSAX:
19.76%
RPMGX:
19.72%
PLSAX:
-55.67%
RPMGX:
-54.66%
PLSAX:
-3.51%
RPMGX:
-9.32%
Returns By Period
In the year-to-date period, PLSAX achieves a 0.92% return, which is significantly higher than RPMGX's -2.97% return. Over the past 10 years, PLSAX has outperformed RPMGX with an annualized return of 12.33%, while RPMGX has yielded a comparatively lower 10.10% annualized return.
PLSAX
0.92%
5.58%
-1.52%
13.12%
13.94%
15.43%
12.33%
RPMGX
-2.97%
5.31%
-8.09%
2.45%
7.27%
7.88%
10.10%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PLSAX vs. RPMGX - Expense Ratio Comparison
PLSAX has a 0.38% expense ratio, which is lower than RPMGX's 0.72% expense ratio.
Risk-Adjusted Performance
PLSAX vs. RPMGX — Risk-Adjusted Performance Rank
PLSAX
RPMGX
PLSAX vs. RPMGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap S&P 500 Index Fund Class A (PLSAX) and T. Rowe Price Mid-Cap Growth Fund (RPMGX). 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.
Loading data...
Dividends
PLSAX vs. RPMGX - Dividend Comparison
PLSAX's dividend yield for the trailing twelve months is around 2.52%, less than RPMGX's 10.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLSAX Principal LargeCap S&P 500 Index Fund Class A | 2.52% | 2.54% | 3.90% | 2.70% | 13.38% | 7.35% | 3.57% | 7.20% | 6.73% | 2.94% | 2.36% | 1.57% |
RPMGX T. Rowe Price Mid-Cap Growth Fund | 10.53% | 10.22% | 6.35% | 2.60% | 10.52% | 4.53% | 5.29% | 12.12% | 8.04% | 3.45% | 9.51% | 8.84% |
Drawdowns
PLSAX vs. RPMGX - Drawdown Comparison
The maximum PLSAX drawdown since its inception was -55.67%, roughly equal to the maximum RPMGX drawdown of -54.66%. Use the drawdown chart below to compare losses from any high point for PLSAX and RPMGX.
Loading data...
Volatility
PLSAX vs. RPMGX - Volatility Comparison
The current volatility for Principal LargeCap S&P 500 Index Fund Class A (PLSAX) is 4.82%, while T. Rowe Price Mid-Cap Growth Fund (RPMGX) has a volatility of 5.48%. This indicates that PLSAX experiences smaller price fluctuations and is considered to be less risky than RPMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...