PMDIX vs. PLFIX
Compare and contrast key facts about Principal Small-MidCap Dividend Income Fund (PMDIX) and Principal Large Cap S&P 500 Index Fund Institutional (PLFIX).
PMDIX is managed by Principal. It was launched on Jun 6, 2011. PLFIX is a passively managed fund by Principal that tracks the performance of the S&P 500 Index. It was launched on Mar 1, 2001.
Performance
PMDIX vs. PLFIX - Performance Comparison
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PMDIX vs. PLFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMDIX Principal Small-MidCap Dividend Income Fund | 3.96% | 8.63% | 14.56% | 18.81% | -11.66% | 30.41% | -6.40% | 25.38% | -13.80% | 13.30% |
PLFIX Principal Large Cap S&P 500 Index Fund Institutional | -4.36% | 17.77% | 26.77% | 26.00% | -18.21% | 28.25% | 18.11% | 31.35% | -4.66% | 21.65% |
Returns By Period
In the year-to-date period, PMDIX achieves a 3.96% return, which is significantly higher than PLFIX's -4.36% return. Over the past 10 years, PMDIX has underperformed PLFIX with an annualized return of 9.66%, while PLFIX has yielded a comparatively higher 14.05% annualized return.
PMDIX
- 1D
- 2.48%
- 1M
- -6.90%
- YTD
- 3.96%
- 6M
- 5.50%
- 1Y
- 16.99%
- 3Y*
- 14.59%
- 5Y*
- 8.88%
- 10Y*
- 9.66%
PLFIX
- 1D
- 2.93%
- 1M
- -5.03%
- YTD
- -4.36%
- 6M
- -2.15%
- 1Y
- 17.24%
- 3Y*
- 18.74%
- 5Y*
- 11.94%
- 10Y*
- 14.05%
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PMDIX vs. PLFIX - Expense Ratio Comparison
PMDIX has a 0.85% expense ratio, which is higher than PLFIX's 0.11% expense ratio.
Return for Risk
PMDIX vs. PLFIX — Risk / Return Rank
PMDIX
PLFIX
PMDIX vs. PLFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Small-MidCap Dividend Income Fund (PMDIX) and Principal Large Cap S&P 500 Index Fund Institutional (PLFIX). 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.
| PMDIX | PLFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.99 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.54 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 1.51 | -0.42 |
Martin ratioReturn relative to average drawdown | 4.45 | 7.32 | -2.86 |
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
| PMDIX | PLFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.99 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.71 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.81 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.45 | +0.08 |
Correlation
The correlation between PMDIX and PLFIX is 0.83, 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
PMDIX vs. PLFIX - Dividend Comparison
PMDIX's dividend yield for the trailing twelve months is around 3.07%, which matches PLFIX's 3.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMDIX Principal Small-MidCap Dividend Income Fund | 3.07% | 3.14% | 7.99% | 2.37% | 6.95% | 0.98% | 1.37% | 2.82% | 17.83% | 5.77% | 2.84% | 4.78% |
PLFIX Principal Large Cap S&P 500 Index Fund Institutional | 3.08% | 2.95% | 4.28% | 4.13% | 2.96% | 13.60% | 7.57% | 3.83% | 7.52% | 7.01% | 3.23% | 2.69% |
Drawdowns
PMDIX vs. PLFIX - Drawdown Comparison
The maximum PMDIX drawdown since its inception was -46.47%, smaller than the maximum PLFIX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for PMDIX and PLFIX.
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Drawdown Indicators
| PMDIX | PLFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.47% | -55.28% | +8.81% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -12.13% | -2.38% |
Max Drawdown (5Y)Largest decline over 5 years | -21.36% | -24.58% | +3.22% |
Max Drawdown (10Y)Largest decline over 10 years | -46.47% | -33.77% | -12.70% |
Current DrawdownCurrent decline from peak | -8.33% | -6.24% | -2.09% |
Average DrawdownAverage peak-to-trough decline | -5.33% | -8.91% | +3.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.58% | 2.51% | +1.07% |
Volatility
PMDIX vs. PLFIX - Volatility Comparison
Principal Small-MidCap Dividend Income Fund (PMDIX) has a higher volatility of 5.67% compared to Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) at 5.35%. This indicates that PMDIX's price experiences larger fluctuations and is considered to be riskier than PLFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PMDIX | PLFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.67% | 5.35% | +0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 11.08% | 9.51% | +1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.70% | 18.05% | +2.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.79% | 16.92% | +1.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.23% | 17.50% | +2.73% |