PMBMX vs. PLGIX
Compare and contrast key facts about Principal MidCap Fund (PMBMX) and Principal LargeCap Growth Fund I (PLGIX).
PMBMX is managed by Principal. It was launched on Dec 6, 2000. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PMBMX vs. PLGIX - Performance Comparison
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PMBMX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMBMX Principal MidCap Fund | -11.17% | 1.16% | 23.38% | 25.36% | -23.52% | 24.63% | 17.69% | 49.09% | -7.28% | 24.73% |
PLGIX Principal LargeCap Growth Fund I | -11.60% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
Returns By Period
The year-to-date returns for both stocks are quite close, with PMBMX having a -11.17% return and PLGIX slightly lower at -11.60%. Over the past 10 years, PMBMX has underperformed PLGIX with an annualized return of 11.26%, while PLGIX has yielded a comparatively higher 18.23% annualized return.
PMBMX
- 1D
- 2.16%
- 1M
- -7.75%
- YTD
- -11.17%
- 6M
- -13.90%
- 1Y
- -10.17%
- 3Y*
- 9.64%
- 5Y*
- 4.79%
- 10Y*
- 11.26%
PLGIX
- 1D
- 3.89%
- 1M
- -5.53%
- YTD
- -11.60%
- 6M
- -11.98%
- 1Y
- 6.58%
- 3Y*
- 30.95%
- 5Y*
- 14.58%
- 10Y*
- 18.23%
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PMBMX vs. PLGIX - Expense Ratio Comparison
PMBMX has a 1.15% expense ratio, which is higher than PLGIX's 0.67% expense ratio.
Return for Risk
PMBMX vs. PLGIX — Risk / Return Rank
PMBMX
PLGIX
PMBMX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Fund (PMBMX) 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.
| PMBMX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.53 | 0.34 | -0.87 |
Sortino ratioReturn per unit of downside risk | -0.64 | 0.66 | -1.30 |
Omega ratioGain probability vs. loss probability | 0.92 | 1.09 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | -0.53 | 0.41 | -0.94 |
Martin ratioReturn relative to average drawdown | -1.55 | 1.36 | -2.91 |
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
| PMBMX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.53 | 0.34 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.49 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.72 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.42 | +0.13 |
Correlation
The correlation between PMBMX and PLGIX 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.
Dividends
PMBMX vs. PLGIX - Dividend Comparison
PMBMX's dividend yield for the trailing twelve months is around 7.22%, less than PLGIX's 16.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMBMX Principal MidCap Fund | 7.22% | 6.41% | 6.86% | 2.68% | 3.43% | 8.51% | 1.15% | 9.00% | 12.79% | 3.39% | 2.16% | 6.38% |
PLGIX Principal LargeCap Growth Fund I | 16.35% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
Drawdowns
PMBMX vs. PLGIX - Drawdown Comparison
The maximum PMBMX drawdown since its inception was -50.69%, smaller than the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PMBMX and PLGIX.
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Drawdown Indicators
| PMBMX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.69% | -55.43% | +4.74% |
Max Drawdown (1Y)Largest decline over 1 year | -19.53% | -18.32% | -1.21% |
Max Drawdown (5Y)Largest decline over 5 years | -31.48% | -40.63% | +9.15% |
Max Drawdown (10Y)Largest decline over 10 years | -40.60% | -40.63% | +0.03% |
Current DrawdownCurrent decline from peak | -17.13% | -15.14% | -1.99% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -13.31% | +6.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.65% | 5.53% | +1.12% |
Volatility
PMBMX vs. PLGIX - Volatility Comparison
The current volatility for Principal MidCap Fund (PMBMX) is 5.25%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 6.91%. This indicates that PMBMX 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
| PMBMX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 6.91% | -1.66% |
Volatility (6M)Calculated over the trailing 6-month period | 10.60% | 12.32% | -1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.40% | 21.61% | -3.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.57% | 30.14% | -11.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.12% | 25.41% | -6.29% |