PLTNX vs. FXAIX

In the year-to-date period, PLTNX achieves a 3.66% return, which is significantly higher than FXAIX's 1.34% return. Over the past 10 years, PLTNX has underperformed FXAIX with an annualized return of 8.84%, while FXAIX has yielded a comparatively higher 12.68% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

PLTNX has a 0.05% expense ratio, which is higher than FXAIX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2055 Fund (PLTNX) and Fidelity 500 Index Fund (FXAIX). 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 PLTNX Sharpe Ratio is 0.63, which is comparable to the FXAIX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of PLTNX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PLTNX's dividend yield for the trailing twelve months is around 3.04%, more than FXAIX's 1.55% yield.

The maximum PLTNX drawdown since its inception was -32.71%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for PLTNX and FXAIX.

The current volatility for Principal LifeTime Hybrid 2055 Fund (PLTNX) is 3.98%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.77%. This indicates that PLTNX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.