PLVIX vs. PLGIX
Compare and contrast key facts about Principal LargeCap Value Fund III (PLVIX) and Principal LargeCap Growth Fund I (PLGIX).
PLVIX is managed by Principal. It was launched on Dec 6, 2000. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PLVIX vs. PLGIX - Performance Comparison
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PLVIX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLVIX Principal LargeCap Value Fund III | -2.25% | 10.94% | 23.06% | 9.96% | -4.98% | 24.24% | 3.19% | 26.49% | -6.01% | 16.87% |
PLGIX Principal LargeCap Growth Fund I | -14.91% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
Returns By Period
In the year-to-date period, PLVIX achieves a -2.25% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, PLVIX has underperformed PLGIX with an annualized return of 10.80%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
PLVIX
- 1D
- -0.35%
- 1M
- -7.22%
- YTD
- -2.25%
- 6M
- 0.17%
- 1Y
- 8.68%
- 3Y*
- 14.13%
- 5Y*
- 9.38%
- 10Y*
- 10.80%
PLGIX
- 1D
- -0.29%
- 1M
- -8.82%
- YTD
- -14.91%
- 6M
- -15.13%
- 1Y
- 3.34%
- 3Y*
- 29.30%
- 5Y*
- 14.11%
- 10Y*
- 17.78%
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PLVIX vs. PLGIX - Expense Ratio Comparison
PLVIX has a 0.70% expense ratio, which is higher than PLGIX's 0.67% expense ratio.
Return for Risk
PLVIX vs. PLGIX — Risk / Return Rank
PLVIX
PLGIX
PLVIX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap Value Fund III (PLVIX) and Principal LargeCap Growth Fund I (PLGIX). 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.
| PLVIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.16 | +0.45 |
Sortino ratioReturn per unit of downside risk | 0.97 | 0.40 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.05 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 0.04 | +0.66 |
Martin ratioReturn relative to average drawdown | 2.88 | 0.14 | +2.74 |
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
| PLVIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.16 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.47 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.70 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.41 | -0.02 |
Correlation
The correlation between PLVIX and PLGIX is 0.81, 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
PLVIX vs. PLGIX - Dividend Comparison
PLVIX's dividend yield for the trailing twelve months is around 21.88%, more than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLVIX Principal LargeCap Value Fund III | 21.88% | 21.38% | 15.41% | 3.27% | 10.14% | 9.13% | 1.56% | 6.52% | 11.10% | 6.84% | 4.52% | 8.19% |
PLGIX Principal LargeCap Growth Fund I | 16.99% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
Drawdowns
PLVIX vs. PLGIX - Drawdown Comparison
The maximum PLVIX drawdown since its inception was -62.55%, which is greater than PLGIX's maximum drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PLVIX and PLGIX.
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Drawdown Indicators
| PLVIX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.55% | -55.43% | -7.12% |
Max Drawdown (1Y)Largest decline over 1 year | -11.37% | -18.32% | +6.95% |
Max Drawdown (5Y)Largest decline over 5 years | -17.32% | -40.63% | +23.31% |
Max Drawdown (10Y)Largest decline over 10 years | -38.51% | -40.63% | +2.12% |
Current DrawdownCurrent decline from peak | -7.83% | -18.32% | +10.49% |
Average DrawdownAverage peak-to-trough decline | -10.16% | -13.31% | +3.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 5.45% | -2.67% |
Volatility
PLVIX vs. PLGIX - Volatility Comparison
The current volatility for Principal LargeCap Value Fund III (PLVIX) is 3.96%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that PLVIX experiences smaller price fluctuations and is considered to be less risky than PLGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLVIX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.96% | 5.47% | -1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 8.61% | 11.68% | -3.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.71% | 21.30% | -5.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.23% | 30.09% | -14.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.91% | 25.38% | -8.47% |