Correlation
The correlation between PVMIX and PCBIX is 0.90, 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.
PVMIX vs. PCBIX
Compare and contrast key facts about Principal MidCap Value Fund I (PVMIX) and Principal MidCap Fund Institutional Class (PCBIX).
PVMIX is managed by Principal. It was launched on Dec 29, 2003. PCBIX is managed by Principal. It was launched on Dec 6, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PVMIX or PCBIX.
Performance
PVMIX vs. PCBIX - Performance Comparison
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Key characteristics
PVMIX:
0.30
PCBIX:
0.84
PVMIX:
0.52
PCBIX:
1.18
PVMIX:
1.07
PCBIX:
1.16
PVMIX:
0.25
PCBIX:
0.86
PVMIX:
0.83
PCBIX:
2.88
PVMIX:
5.84%
PCBIX:
5.08%
PVMIX:
17.42%
PCBIX:
19.03%
PVMIX:
-56.76%
PCBIX:
-50.33%
PVMIX:
-7.68%
PCBIX:
-4.66%
Returns By Period
In the year-to-date period, PVMIX achieves a -0.71% return, which is significantly lower than PCBIX's 2.85% return. Over the past 10 years, PVMIX has underperformed PCBIX with an annualized return of 8.04%, while PCBIX has yielded a comparatively higher 11.90% annualized return.
PVMIX
-0.71%
3.70%
-7.58%
3.76%
6.20%
14.02%
8.04%
PCBIX
2.85%
3.43%
-4.66%
14.76%
14.20%
13.48%
11.90%
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PVMIX vs. PCBIX - Expense Ratio Comparison
PVMIX has a 0.69% expense ratio, which is higher than PCBIX's 0.67% expense ratio.
Risk-Adjusted Performance
PVMIX vs. PCBIX — Risk-Adjusted Performance Rank
PVMIX
PCBIX
PVMIX vs. PCBIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Value Fund I (PVMIX) and Principal MidCap Fund Institutional Class (PCBIX). 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.
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Dividends
PVMIX vs. PCBIX - Dividend Comparison
PVMIX's dividend yield for the trailing twelve months is around 17.90%, more than PCBIX's 3.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PVMIX Principal MidCap Value Fund I | 17.90% | 17.78% | 4.63% | 7.12% | 11.44% | 1.38% | 5.12% | 13.23% | 6.92% | 1.58% | 11.19% | 14.57% |
PCBIX Principal MidCap Fund Institutional Class | 3.17% | 3.26% | 2.51% | 3.18% | 7.96% | 1.08% | 4.75% | 12.24% | 3.31% | 2.49% | 6.31% | 5.26% |
Drawdowns
PVMIX vs. PCBIX - Drawdown Comparison
The maximum PVMIX drawdown since its inception was -56.76%, which is greater than PCBIX's maximum drawdown of -50.33%. Use the drawdown chart below to compare losses from any high point for PVMIX and PCBIX.
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Volatility
PVMIX vs. PCBIX - Volatility Comparison
Principal MidCap Value Fund I (PVMIX) and Principal MidCap Fund Institutional Class (PCBIX) have volatilities of 4.57% and 4.73%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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