PLVIX vs. FDGRX
Compare and contrast key facts about Principal LargeCap Value Fund III (PLVIX) and Fidelity Growth Company Fund (FDGRX).
PLVIX is managed by Principal. It was launched on Dec 6, 2000. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLVIX or FDGRX.
Key characteristics
| PLVIX | FDGRX | |
|---|---|---|
| YTD Return | 14.08% | 26.41% |
| 1Y Return | 22.88% | 44.93% |
| 3Y Return (Ann) | 9.22% | 8.49% |
| 5Y Return (Ann) | 10.11% | 23.17% |
| 10Y Return (Ann) | 9.43% | 18.84% |
| Sharpe Ratio | 1.92 | 2.16 |
| Daily Std Dev | 11.03% | 19.48% |
| Max Drawdown | -62.55% | -71.50% |
| Current Drawdown | -0.34% | -4.02% |
Correlation
The correlation between PLVIX and FDGRX is 0.78, 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
PLVIX vs. FDGRX - Performance Comparison
In the year-to-date period, PLVIX achieves a 14.08% return, which is significantly lower than FDGRX's 26.41% return. Over the past 10 years, PLVIX has underperformed FDGRX with an annualized return of 9.43%, while FDGRX has yielded a comparatively higher 18.84% annualized 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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PLVIX vs. FDGRX - Expense Ratio Comparison
PLVIX has a 0.70% expense ratio, which is lower than FDGRX's 0.79% expense ratio.
Risk-Adjusted Performance
PLVIX vs. FDGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap Value Fund III (PLVIX) and Fidelity Growth Company Fund (FDGRX). 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
PLVIX vs. FDGRX - Dividend Comparison
PLVIX's dividend yield for the trailing twelve months is around 2.86%, less than FDGRX's 3.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLVIX Principal LargeCap Value Fund III | 2.86% | 3.26% | 10.14% | 9.13% | 1.56% | 6.52% | 11.10% | 6.84% | 4.52% | 8.19% | 2.54% | 0.63% |
FDGRX Fidelity Growth Company Fund | 3.03% | 3.83% | 7.20% | 10.67% | 8.86% | 3.84% | 6.38% | 4.73% | 6.23% | 3.92% | 4.03% | 7.12% |
Drawdowns
PLVIX vs. FDGRX - Drawdown Comparison
The maximum PLVIX drawdown since its inception was -62.55%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for PLVIX and FDGRX. For additional features, visit the drawdowns tool.
Volatility
PLVIX vs. FDGRX - Volatility Comparison
The current volatility for Principal LargeCap Value Fund III (PLVIX) is 3.37%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 6.74%. This indicates that PLVIX experiences smaller price fluctuations and is considered to be less risky than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.