PLTNX vs. DFLVX
Compare and contrast key facts about Principal LifeTime Hybrid 2055 Fund (PLTNX) and DFA U.S. Large Cap Value Portfolio (DFLVX).
PLTNX is managed by Principal. It was launched on Sep 29, 2014. DFLVX is managed by Dimensional Fund Advisors LP. It was launched on Feb 19, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLTNX or DFLVX.
Key characteristics
| PLTNX | DFLVX | |
|---|---|---|
| YTD Return | 13.36% | 14.18% |
| 1Y Return | 27.63% | 23.94% |
| 3Y Return (Ann) | 6.43% | 9.43% |
| 5Y Return (Ann) | 11.08% | 10.58% |
| Sharpe Ratio | 2.01 | 1.83 |
| Daily Std Dev | 12.74% | 12.21% |
| Max Drawdown | -32.71% | -65.65% |
| Current Drawdown | -0.41% | -0.55% |
Correlation
The correlation between PLTNX and DFLVX is 0.87, 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.
Performance
PLTNX vs. DFLVX - Performance Comparison
In the year-to-date period, PLTNX achieves a 13.36% return, which is significantly lower than DFLVX's 14.18% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PLTNX vs. DFLVX - Expense Ratio Comparison
PLTNX has a 0.05% expense ratio, which is lower than DFLVX's 0.22% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
PLTNX vs. DFLVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2055 Fund (PLTNX) and DFA U.S. Large Cap Value Portfolio (DFLVX). 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.
Dividends
PLTNX vs. DFLVX - Dividend Comparison
PLTNX's dividend yield for the trailing twelve months is around 2.46%, less than DFLVX's 3.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLTNX Principal LifeTime Hybrid 2055 Fund | 2.46% | 2.79% | 9.11% | 4.23% | 3.11% | 3.47% | 4.68% | 2.21% | 1.99% | 1.63% | 4.72% | 0.00% |
DFLVX DFA U.S. Large Cap Value Portfolio | 3.25% | 3.65% | 4.56% | 4.19% | 1.97% | 4.04% | 7.83% | 6.49% | 4.24% | 6.52% | 2.28% | 1.44% |
Drawdowns
PLTNX vs. DFLVX - Drawdown Comparison
The maximum PLTNX drawdown since its inception was -32.71%, smaller than the maximum DFLVX drawdown of -65.65%. Use the drawdown chart below to compare losses from any high point for PLTNX and DFLVX. For additional features, visit the drawdowns tool.
Volatility
PLTNX vs. DFLVX - Volatility Comparison
Principal LifeTime Hybrid 2055 Fund (PLTNX) has a higher volatility of 4.18% compared to DFA U.S. Large Cap Value Portfolio (DFLVX) at 3.79%. This indicates that PLTNX's price experiences larger fluctuations and is considered to be riskier than DFLVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.