PPVIX vs. PLGIX
PPVIX (Principal SmallCap Value Fund II) and PLGIX (Principal LargeCap Growth Fund I) are both mutual funds - PPVIX is a Small Cap Value Equities fund managed by Principal, while PLGIX is a Large Cap Growth Equities fund managed by Principal. Over the past 10 years, PPVIX returned 11.05%/yr vs 18.96%/yr for PLGIX. Their 0.75 correlation means they have sometimes moved together and sometimes differently. PPVIX charges 0.96%/yr vs 0.67%/yr for PLGIX.
Performance
PPVIX vs. PLGIX - Performance Comparison
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Returns By Period
In the year-to-date period, PPVIX achieves a 17.24% return, which is significantly higher than PLGIX's -1.62% return. Over the past 10 years, PPVIX has underperformed PLGIX with an annualized return of 11.05%, while PLGIX has yielded a comparatively higher 18.96% annualized return.
PPVIX
- 1D
- 0.07%
- 1M
- 1.28%
- 6M
- 10.38%
- YTD
- 17.24%
- 1Y
- 31.52%
- 3Y*
- 15.45%
- 5Y*
- 11.62%
- 10Y*
- 11.05%
- ALL TIME*
- 9.32%
PLGIX
- 1D
- 3.14%
- 1M
- -2.17%
- 6M
- 1.55%
- YTD
- -1.62%
- 1Y
- 2.16%
- 3Y*
- 29.13%
- 5Y*
- 13.82%
- 10Y*
- 18.96%
- ALL TIME*
- 9.97%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PPVIX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PPVIX Principal SmallCap Value Fund II | 17.24% | 8.18% | 16.09% | 20.00% | -9.20% | 32.00% | 3.61% | 23.19% | -14.74% | 6.94% |
PLGIX Principal LargeCap Growth Fund I | -1.62% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
Correlation
The correlation between PPVIX and PLGIX is 0.44, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.44 |
Correlation (3Y) Balances recent behavior with more history. | 0.52 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.63 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.60 |
Correlation (All Time) Calculated using the full available price history since Jun 2, 2004 | 0.75 |
Over the past year, the correlation between PPVIX and PLGIX has dropped to 0.44 - well below their long-term average of 0.75, suggesting their price drivers have been diverging.
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Return for Risk
PPVIX vs. PLGIX — Risk / Return Rank
PPVIX
PLGIX
PPVIX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal SmallCap Value Fund II (PPVIX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PPVIX | PLGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.74 | ||
| Sortino ratioReturn per unit of downside risk | +2.49 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.01 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 3.03 | -0.00 | +3.04 |
| Martin ratioReturn relative to average drawdown | 10.82 | -0.01 | +10.83 |
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Drawdowns
PPVIX vs. PLGIX - Drawdown Comparison
The maximum PPVIX drawdown since its inception was -64.79%, which is greater than PLGIX's maximum drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PPVIX and PLGIX.
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Drawdown Indicators
| PPVIX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.79% | -55.43% | -9.36% |
Max Drawdown (1Y)Largest decline over 1 year | -9.21% | -18.32% | +9.11% |
Max Drawdown (3Y)Largest decline over 3 years | -22.89% | -21.39% | -1.50% |
Max Drawdown (5Y)Largest decline over 5 years | -22.89% | -40.63% | +17.74% |
Max Drawdown (10Y)Largest decline over 10 years | -45.87% | -40.63% | -5.24% |
Current DrawdownCurrent decline from peak | -0.59% | -7.56% | +6.97% |
Average DrawdownAverage peak-to-trough decline | -9.62% | -13.21% | +3.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 6.32% | -3.73% |
Volatility
PPVIX vs. PLGIX - Volatility Comparison
The current volatility for Principal SmallCap Value Fund II (PPVIX) is 3.40%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.94%. This indicates that PPVIX 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
| PPVIX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.40% | 5.94% | -2.54% |
Volatility (6M)Calculated over the trailing 6-month period | 10.28% | 14.18% | -3.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.12% | 17.18% | -1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.92% | 30.32% | -9.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.56% | 25.51% | -2.95% |
PPVIX vs. PLGIX - Expense Ratio Comparison
PPVIX has a 0.96% expense ratio, which is higher than PLGIX's 0.67% expense ratio.
Dividends
PPVIX vs. PLGIX - Dividend Comparison
PPVIX's dividend yield for the trailing twelve months is around 7.58%, less than PLGIX's 14.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLGIX Principal LargeCap Growth Fund I | 14.69% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
PPVIX Principal SmallCap Value Fund II | 7.58% | 8.88% | 20.81% | 3.11% | 11.81% | 15.05% | 0.76% | 0.88% | 26.50% | 6.37% | 5.98% | 11.97% |
Frequently Asked Questions
PPVIX and PLGIX have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLGIX has higher volatility (5.94%) compared to PPVIX (3.40%). In terms of maximum drawdown, PPVIX dropped -64.79% vs PLGIX's -55.43%.
PPVIX currently has the higher Sharpe Ratio (1.74 vs -0.00), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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