PSBMX vs. PLGIX
Compare and contrast key facts about Principal SmallCap Fund (PSBMX) and Principal LargeCap Growth Fund I (PLGIX).
PSBMX is managed by Principal. It was launched on Dec 6, 2000. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PSBMX vs. PLGIX - Performance Comparison
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PSBMX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSBMX Principal SmallCap Fund | -1.27% | 14.58% | 8.53% | 15.11% | -20.51% | 19.21% | 21.44% | 26.97% | -11.42% | 12.35% |
PLGIX Principal LargeCap Growth Fund I | -11.60% | 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, PSBMX achieves a -1.27% return, which is significantly higher than PLGIX's -11.60% return. Over the past 10 years, PSBMX has underperformed PLGIX with an annualized return of 9.43%, while PLGIX has yielded a comparatively higher 18.23% annualized return.
PSBMX
- 1D
- 4.18%
- 1M
- -6.05%
- YTD
- -1.27%
- 6M
- 2.56%
- 1Y
- 23.60%
- 3Y*
- 10.14%
- 5Y*
- 3.16%
- 10Y*
- 9.43%
PLGIX
- 1D
- 3.89%
- 1M
- -5.53%
- YTD
- -11.60%
- 6M
- -11.98%
- 1Y
- 6.58%
- 3Y*
- 30.95%
- 5Y*
- 14.58%
- 10Y*
- 18.23%
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PSBMX vs. PLGIX - Expense Ratio Comparison
PSBMX has a 1.31% expense ratio, which is higher than PLGIX's 0.67% expense ratio.
Return for Risk
PSBMX vs. PLGIX — Risk / Return Rank
PSBMX
PLGIX
PSBMX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal SmallCap Fund (PSBMX) 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.
| PSBMX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.34 | +0.70 |
Sortino ratioReturn per unit of downside risk | 1.56 | 0.66 | +0.90 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.09 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 0.41 | +1.03 |
Martin ratioReturn relative to average drawdown | 5.80 | 1.36 | +4.44 |
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
| PSBMX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.34 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.49 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.72 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.42 | -0.06 |
Correlation
The correlation between PSBMX and PLGIX is 0.83, 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
PSBMX vs. PLGIX - Dividend Comparison
PSBMX's dividend yield for the trailing twelve months is around 5.66%, less than PLGIX's 16.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSBMX Principal SmallCap Fund | 5.66% | 5.58% | 3.66% | 2.91% | 0.00% | 7.82% | 2.28% | 5.83% | 16.72% | 8.65% | 2.29% | 3.80% |
PLGIX Principal LargeCap Growth Fund I | 16.35% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
Drawdowns
PSBMX vs. PLGIX - Drawdown Comparison
The maximum PSBMX drawdown since its inception was -60.15%, which is greater than PLGIX's maximum drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PSBMX and PLGIX.
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Drawdown Indicators
| PSBMX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.15% | -55.43% | -4.72% |
Max Drawdown (1Y)Largest decline over 1 year | -14.35% | -18.32% | +3.97% |
Max Drawdown (5Y)Largest decline over 5 years | -31.32% | -40.63% | +9.31% |
Max Drawdown (10Y)Largest decline over 10 years | -42.04% | -40.63% | -1.41% |
Current DrawdownCurrent decline from peak | -8.43% | -15.14% | +6.71% |
Average DrawdownAverage peak-to-trough decline | -10.85% | -13.31% | +2.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 5.53% | -1.97% |
Volatility
PSBMX vs. PLGIX - Volatility Comparison
Principal SmallCap Fund (PSBMX) has a higher volatility of 8.19% compared to Principal LargeCap Growth Fund I (PLGIX) at 6.91%. This indicates that PSBMX's price experiences larger fluctuations and is considered to be riskier 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
| PSBMX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.19% | 6.91% | +1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 13.86% | 12.32% | +1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.06% | 21.61% | +1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.05% | 30.14% | -8.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.33% | 25.41% | -3.08% |