PPVIX vs. PLGIX
Compare and contrast key facts about Principal SmallCap Value Fund II (PPVIX) and Principal LargeCap Growth Fund I (PLGIX).
PPVIX is managed by Principal. It was launched on Jun 1, 2004. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PPVIX vs. PLGIX - Performance Comparison
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PPVIX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PPVIX Principal SmallCap Value Fund II | 2.19% | 8.18% | 16.09% | 20.00% | -9.20% | 32.00% | 3.61% | 23.19% | -14.74% | 6.94% |
PLGIX Principal LargeCap Growth Fund I | -14.91% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
Returns By Period
In the year-to-date period, PPVIX achieves a 2.19% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, PPVIX has underperformed PLGIX with an annualized return of 10.28%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
PPVIX
- 1D
- -0.34%
- 1M
- -6.03%
- YTD
- 2.19%
- 6M
- 5.85%
- 1Y
- 18.37%
- 3Y*
- 14.18%
- 5Y*
- 9.16%
- 10Y*
- 10.28%
PLGIX
- 1D
- -0.29%
- 1M
- -8.82%
- YTD
- -14.91%
- 6M
- -15.13%
- 1Y
- 3.34%
- 3Y*
- 29.30%
- 5Y*
- 14.11%
- 10Y*
- 17.78%
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PPVIX vs. PLGIX - Expense Ratio Comparison
PPVIX has a 0.96% expense ratio, which is higher than PLGIX's 0.67% expense ratio.
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.
| PPVIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.16 | +0.68 |
Sortino ratioReturn per unit of downside risk | 1.31 | 0.40 | +0.92 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.05 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 0.04 | +1.08 |
Martin ratioReturn relative to average drawdown | 4.32 | 0.14 | +4.18 |
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
| PPVIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.16 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.47 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.70 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.41 | -0.04 |
Correlation
The correlation between PPVIX and PLGIX is 0.76, 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
PPVIX vs. PLGIX - Dividend Comparison
PPVIX's dividend yield for the trailing twelve months is around 8.69%, less than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPVIX Principal SmallCap Value Fund II | 8.69% | 8.88% | 20.81% | 3.11% | 11.81% | 15.05% | 0.76% | 0.88% | 26.50% | 6.37% | 5.98% | 11.97% |
PLGIX Principal LargeCap Growth Fund I | 16.99% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
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 | -14.52% | -18.32% | +3.80% |
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 | -8.03% | -18.32% | +10.29% |
Average DrawdownAverage peak-to-trough decline | -9.75% | -13.31% | +3.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.75% | 5.45% | -1.70% |
Volatility
PPVIX vs. PLGIX - Volatility Comparison
The current volatility for Principal SmallCap Value Fund II (PPVIX) is 4.68%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. 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 | 4.68% | 5.47% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 12.08% | 11.68% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.97% | 21.30% | +0.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.30% | 30.09% | -8.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.65% | 25.38% | -2.73% |