PQIAX vs. PLGIX
Compare and contrast key facts about Principal Equity Income Fund (PQIAX) and Principal LargeCap Growth Fund I (PLGIX).
PQIAX is managed by Principal. It was launched on May 31, 1939. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PQIAX vs. PLGIX - Performance Comparison
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PQIAX vs. PLGIX - 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% |
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, PQIAX achieves a -0.22% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, PQIAX has underperformed PLGIX with an annualized return of 11.80%, while PLGIX has yielded a comparatively higher 17.78% 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%
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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PQIAX vs. PLGIX - Expense Ratio Comparison
PQIAX has a 0.86% expense ratio, which is higher than PLGIX's 0.67% expense ratio.
Return for Risk
PQIAX vs. PLGIX — Risk / Return Rank
PQIAX
PLGIX
PQIAX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Equity Income Fund (PQIAX) 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.
| PQIAX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.16 | +0.84 |
Sortino ratioReturn per unit of downside risk | 1.49 | 0.40 | +1.10 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.05 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 0.04 | +1.14 |
Martin ratioReturn relative to average drawdown | 5.39 | 0.14 | +5.25 |
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 | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.16 | +0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.47 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.70 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.41 | -0.01 |
Correlation
The correlation between PQIAX and PLGIX is 0.82, 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. PLGIX - Dividend Comparison
PQIAX's dividend yield for the trailing twelve months is around 9.97%, less than PLGIX's 16.99% 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% |
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
PQIAX vs. PLGIX - Drawdown Comparison
The maximum PQIAX drawdown since its inception was -54.68%, roughly equal to the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PQIAX and PLGIX.
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Drawdown Indicators
| PQIAX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.68% | -55.43% | +0.75% |
Max Drawdown (1Y)Largest decline over 1 year | -11.77% | -18.32% | +6.55% |
Max Drawdown (5Y)Largest decline over 5 years | -21.22% | -40.63% | +19.41% |
Max Drawdown (10Y)Largest decline over 10 years | -37.67% | -40.63% | +2.96% |
Current DrawdownCurrent decline from peak | -7.07% | -18.32% | +11.25% |
Average DrawdownAverage peak-to-trough decline | -7.04% | -13.31% | +6.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 5.45% | -2.87% |
Volatility
PQIAX vs. PLGIX - Volatility Comparison
The current volatility for Principal Equity Income Fund (PQIAX) is 3.30%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that PQIAX 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
| PQIAX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.30% | 5.47% | -2.17% |
Volatility (6M)Calculated over the trailing 6-month period | 7.91% | 11.68% | -3.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.46% | 21.30% | -5.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.25% | 30.09% | -14.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.40% | 25.38% | -8.98% |