PMAQX vs. VIGIX
Compare and contrast key facts about Principal MidCap R6 (PMAQX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).
PMAQX is managed by Principal Funds. It was launched on Nov 22, 2016. VIGIX is managed by Vanguard. It was launched on May 14, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PMAQX or VIGIX.
Key characteristics
| PMAQX | VIGIX | |
|---|---|---|
| YTD Return | 26.45% | 31.86% |
| 1Y Return | 35.61% | 42.32% |
| 3Y Return (Ann) | 2.27% | 9.20% |
| 5Y Return (Ann) | 9.40% | 19.55% |
| Sharpe Ratio | 2.78 | 2.64 |
| Sortino Ratio | 3.69 | 3.36 |
| Omega Ratio | 1.48 | 1.48 |
| Calmar Ratio | 1.74 | 3.49 |
| Martin Ratio | 16.63 | 13.77 |
| Ulcer Index | 2.28% | 3.28% |
| Daily Std Dev | 13.59% | 17.01% |
| Max Drawdown | -40.56% | -57.17% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between PMAQX and VIGIX is 0.82, 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
PMAQX vs. VIGIX - Performance Comparison
In the year-to-date period, PMAQX achieves a 26.45% return, which is significantly lower than VIGIX's 31.86% 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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PMAQX vs. VIGIX - Expense Ratio Comparison
PMAQX has a 0.60% expense ratio, which is higher than VIGIX's 0.04% expense ratio.
Risk-Adjusted Performance
PMAQX vs. VIGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap R6 (PMAQX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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
PMAQX vs. VIGIX - Dividend Comparison
PMAQX's dividend yield for the trailing twelve months is around 0.09%, less than VIGIX's 0.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMAQX Principal MidCap R6 | 0.09% | 0.11% | 0.00% | 0.00% | 0.00% | 0.58% | 0.20% | 0.13% | 2.56% | 0.00% | 0.00% | 0.00% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.48% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% | 1.22% | 1.20% |
Drawdowns
PMAQX vs. VIGIX - Drawdown Comparison
The maximum PMAQX drawdown since its inception was -40.56%, smaller than the maximum VIGIX drawdown of -57.17%. Use the drawdown chart below to compare losses from any high point for PMAQX and VIGIX. For additional features, visit the drawdowns tool.
Volatility
PMAQX vs. VIGIX - Volatility Comparison
The current volatility for Principal MidCap R6 (PMAQX) is 4.23%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 5.06%. This indicates that PMAQX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.