RPMGX vs. PLSAX
Compare and contrast key facts about T. Rowe Price Mid-Cap Growth Fund (RPMGX) and Principal LargeCap S&P 500 Index Fund Class A (PLSAX).
RPMGX is managed by T. Rowe Price. It was launched on Jun 30, 1992. PLSAX is a passively managed fund by Principal Funds that tracks the performance of the S&P 500 Index. It was launched on Feb 2, 2001.
Performance
RPMGX vs. PLSAX - Performance Comparison
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RPMGX vs. PLSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RPMGX T. Rowe Price Mid-Cap Growth Fund | -6.67% | 10.55% | 21.08% | 20.27% | -22.51% | 14.94% | 24.16% | 31.53% | -2.12% | 24.80% |
PLSAX Principal LargeCap S&P 500 Index Fund Class A | -7.11% | 17.50% | 26.46% | 25.70% | -18.41% | 27.93% | 17.85% | 30.97% | -4.93% | 21.23% |
Returns By Period
In the year-to-date period, RPMGX achieves a -6.67% return, which is significantly higher than PLSAX's -7.11% return. Over the past 10 years, RPMGX has underperformed PLSAX with an annualized return of 10.97%, while PLSAX has yielded a comparatively higher 13.42% annualized return.
RPMGX
- 1D
- -0.34%
- 1M
- -9.25%
- YTD
- -6.67%
- 6M
- 0.36%
- 1Y
- 11.10%
- 3Y*
- 11.90%
- 5Y*
- 5.37%
- 10Y*
- 10.97%
PLSAX
- 1D
- -0.40%
- 1M
- -7.71%
- YTD
- -7.11%
- 6M
- -4.72%
- 1Y
- 14.11%
- 3Y*
- 17.33%
- 5Y*
- 11.29%
- 10Y*
- 13.42%
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RPMGX vs. PLSAX - Expense Ratio Comparison
RPMGX has a 0.72% expense ratio, which is higher than PLSAX's 0.38% expense ratio.
Return for Risk
RPMGX vs. PLSAX — Risk / Return Rank
RPMGX
PLSAX
RPMGX vs. PLSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Mid-Cap Growth Fund (RPMGX) and Principal LargeCap S&P 500 Index Fund Class A (PLSAX). 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.
| RPMGX | PLSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.83 | -0.26 |
Sortino ratioReturn per unit of downside risk | 0.98 | 1.31 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.19 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 1.03 | -0.33 |
Martin ratioReturn relative to average drawdown | 2.80 | 5.02 | -2.21 |
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
| RPMGX | PLSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.83 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.67 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.77 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.39 | +0.27 |
Correlation
The correlation between RPMGX and PLSAX 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.
Dividends
RPMGX vs. PLSAX - Dividend Comparison
RPMGX's dividend yield for the trailing twelve months is around 13.61%, more than PLSAX's 2.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPMGX T. Rowe Price Mid-Cap Growth Fund | 13.61% | 12.70% | 20.43% | 6.35% | 2.60% | 10.52% | 4.53% | 5.29% | 12.12% | 8.04% | 3.45% | 9.51% |
PLSAX Principal LargeCap S&P 500 Index Fund Class A | 2.96% | 2.75% | 4.07% | 3.90% | 2.70% | 13.38% | 7.35% | 3.57% | 7.19% | 6.72% | 2.93% | 2.36% |
Drawdowns
RPMGX vs. PLSAX - Drawdown Comparison
The maximum RPMGX drawdown since its inception was -54.66%, roughly equal to the maximum PLSAX drawdown of -55.67%. Use the drawdown chart below to compare losses from any high point for RPMGX and PLSAX.
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Drawdown Indicators
| RPMGX | PLSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.66% | -55.67% | +1.01% |
Max Drawdown (1Y)Largest decline over 1 year | -12.47% | -12.13% | -0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -32.08% | -24.69% | -7.39% |
Max Drawdown (10Y)Largest decline over 10 years | -35.96% | -33.79% | -2.17% |
Current DrawdownCurrent decline from peak | -10.21% | -8.94% | -1.27% |
Average DrawdownAverage peak-to-trough decline | -6.99% | -10.22% | +3.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 2.49% | +0.63% |
Volatility
RPMGX vs. PLSAX - Volatility Comparison
T. Rowe Price Mid-Cap Growth Fund (RPMGX) has a higher volatility of 4.76% compared to Principal LargeCap S&P 500 Index Fund Class A (PLSAX) at 4.22%. This indicates that RPMGX's price experiences larger fluctuations and is considered to be riskier than PLSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RPMGX | PLSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 4.22% | +0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 11.48% | 9.07% | +2.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.56% | 17.87% | +1.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.23% | 16.87% | +2.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.04% | 17.46% | +1.58% |