Correlation
The correlation between PPQSX and PGWIX is 0.86, 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.
PPQSX vs. PGWIX
Compare and contrast key facts about Principal MidCap Growth Fund III (PPQSX) and Principal MidCap Growth Fund Institutional Class (PGWIX).
PPQSX is managed by Principal. It was launched on Dec 6, 2000. PGWIX is managed by Principal. It was launched on Mar 1, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PPQSX or PGWIX.
Performance
PPQSX vs. PGWIX - Performance Comparison
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Key characteristics
Returns By Period
PPQSX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
PGWIX
-1.54%
8.47%
-7.62%
16.01%
8.38%
9.98%
9.77%
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PPQSX vs. PGWIX - Expense Ratio Comparison
PPQSX has a 1.23% expense ratio, which is higher than PGWIX's 0.75% expense ratio.
Risk-Adjusted Performance
PPQSX vs. PGWIX — Risk-Adjusted Performance Rank
PPQSX
PGWIX
PPQSX vs. PGWIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Growth Fund III (PPQSX) and Principal MidCap Growth Fund Institutional Class (PGWIX). 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.
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Dividends
PPQSX vs. PGWIX - Dividend Comparison
Neither PPQSX nor PGWIX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPQSX Principal MidCap Growth Fund III | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PGWIX Principal MidCap Growth Fund Institutional Class | 0.00% | 0.00% | 0.00% | 0.00% | 17.39% | 9.83% | 4.11% | 16.05% | 3.53% | 0.35% | 2.37% | 23.11% |
Drawdowns
PPQSX vs. PGWIX - Drawdown Comparison
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Volatility
PPQSX vs. PGWIX - Volatility Comparison
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