PQIAX vs. PLFIX
Compare and contrast key facts about Principal Equity Income Fund (PQIAX) and Principal Large Cap S&P 500 Index Fund Institutional (PLFIX).
PQIAX is managed by Principal. It was launched on May 31, 1939. 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
PQIAX vs. PLFIX - Performance Comparison
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PQIAX vs. PLFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PQIAX Principal Equity Income Fund | -0.22% | 15.29% | 26.56% | 10.77% | -10.82% | 21.88% | 6.12% | 28.44% | -5.44% | 20.53% |
PLFIX Principal Large Cap S&P 500 Index Fund Institutional | -7.07% | 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, PQIAX achieves a -0.22% return, which is significantly higher than PLFIX's -7.07% return. Over the past 10 years, PQIAX has underperformed PLFIX with an annualized return of 11.80%, while PLFIX has yielded a comparatively higher 13.72% annualized return.
PQIAX
- 1D
- -0.10%
- 1M
- -6.38%
- YTD
- -0.22%
- 6M
- 3.12%
- 1Y
- 14.39%
- 3Y*
- 17.28%
- 5Y*
- 10.29%
- 10Y*
- 11.80%
PLFIX
- 1D
- -0.40%
- 1M
- -7.67%
- YTD
- -7.07%
- 6M
- -4.61%
- 1Y
- 14.37%
- 3Y*
- 17.60%
- 5Y*
- 11.56%
- 10Y*
- 13.72%
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PQIAX vs. PLFIX - Expense Ratio Comparison
PQIAX has a 0.86% expense ratio, which is higher than PLFIX's 0.11% expense ratio.
Return for Risk
PQIAX vs. PLFIX — Risk / Return Rank
PQIAX
PLFIX
PQIAX vs. PLFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Equity Income Fund (PQIAX) 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.
| PQIAX | PLFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.85 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.33 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 1.05 | +0.13 |
Martin ratioReturn relative to average drawdown | 5.39 | 5.14 | +0.25 |
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
| PQIAX | PLFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.85 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.69 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.79 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.45 | -0.04 |
Correlation
The correlation between PQIAX and PLFIX is 0.93, 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
PQIAX vs. PLFIX - Dividend Comparison
PQIAX's dividend yield for the trailing twelve months is around 9.97%, more than PLFIX's 3.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PQIAX Principal Equity Income Fund | 9.97% | 9.92% | 20.62% | 2.58% | 5.37% | 5.05% | 1.52% | 4.30% | 7.41% | 6.28% | 3.73% | 2.11% |
PLFIX Principal Large Cap S&P 500 Index Fund Institutional | 3.17% | 2.95% | 4.28% | 4.13% | 2.96% | 13.60% | 7.57% | 3.83% | 7.52% | 7.01% | 3.23% | 2.69% |
Drawdowns
PQIAX vs. PLFIX - Drawdown Comparison
The maximum PQIAX drawdown since its inception was -54.68%, roughly equal to the maximum PLFIX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for PQIAX and PLFIX.
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Drawdown Indicators
| PQIAX | PLFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.68% | -55.28% | +0.60% |
Max Drawdown (1Y)Largest decline over 1 year | -11.77% | -12.13% | +0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -21.22% | -24.58% | +3.36% |
Max Drawdown (10Y)Largest decline over 10 years | -37.67% | -33.77% | -3.90% |
Current DrawdownCurrent decline from peak | -7.07% | -8.90% | +1.83% |
Average DrawdownAverage peak-to-trough decline | -7.04% | -8.91% | +1.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 2.48% | +0.10% |
Volatility
PQIAX vs. PLFIX - Volatility Comparison
The current volatility for Principal Equity Income Fund (PQIAX) is 3.30%, while Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) has a volatility of 4.24%. This indicates that PQIAX experiences smaller price fluctuations and is considered to be less risky 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
| PQIAX | PLFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.30% | 4.24% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 7.91% | 9.06% | -1.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.46% | 17.85% | -2.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.25% | 16.87% | -1.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.40% | 17.48% | -1.08% |