StockComparison Logo
vs

PFG vs FOX

Comparison between Principal Financial Group Inc (PFG, Company) and Fox Corporation - Class B (FOX, Company).

PFG is from the Financial Services sector, while FOX is from the Communication Services sector.

5-Year PerformancePFG has outperformed FOX, delivering a return of +15.2% compared to +13.8%

PFG vs FOX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
PFG
$25B
FOX
$25B
Max Drawdown
PFG
91.69%
Winner
FOX
51.71%
Sharpe Ratio
Winner
PFG
1.66
FOX
0.47
5Y Beta
PFG
0.97
Winner
FOX
0.60
Industry
PFG
Asset Management
FOX
Entertainment
P/E Ratio
PFG
15.96
Winner
FOX
14.24
Forward P/E
Winner
PFG
9.39
FOX
10.65
PEG Ratio
Winner
PFG
0.32
FOX
25.46
Dividend Yield
Winner
PFG
2.82%
FOX
0.91%
5Y Dividends CAGR
PFG
18.65%
Winner
FOX
29.26%
5Y EPS CAGR
PFG
3.72%
Winner
FOX
11.90%
Debt to Equity
Winner
PFG
33.40%
FOX
56.81%
Free Cash Flow Yield
Winner
PFG
15.21%
FOX
5.97%
P/S Ratio
PFG
1.55
Winner
FOX
1.50
P/B Ratio
Winner
PFG
2.01
FOX
2.03

PFG vs FOX - Historical Returns

Returns include dividend reinvestment.

1M
PFG
-1.36%
Winner
FOX
+17.26%
3M
Winner
PFG
+8.38%
FOX
+5.35%
6M
Winner
PFG
+17.41%
FOX
+16.30%
1Y
Winner
PFG
+45.52%
FOX
+13.09%
5Y(CAGR)
Winner
PFG
+15.23%
FOX
+13.77%
10Y(CAGR)
PFG
+13.03%
FOX
N/A
Max(CAGR)
Winner
PFG
+9.84%
FOX
+7.50%

PFG vs FOX - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearPFGFOX
2026+25.73%-7.87%
2025+18.35%+41.86%
2024+1.32%+65.31%
2023-2.65%-0.84%
2022+18.61%-17.53%
2021+55.49%+22.19%
2020-6.29%-19.53%
2019+29.23%-5.90%
2018-34.82%N/A
2017+23.96%N/A
2016+35.95%N/A
2015-10.53%N/A
2014+9.56%N/A
2013+73.71%N/A
2012+16.26%N/A
2011-24.66%N/A
2010+32.83%N/A
2009+3.84%N/A
2008-65.93%N/A
2007+17.59%N/A
2006+24.67%N/A
2005+18.46%N/A
2004+26.09%N/A
2003+9.71%N/A
2002+27.56%N/A
2001+14.29%N/A

PFG vs FOX Drawdown Comparison

The maximum drawdown for PFG was -91.47%, occurring on Mar 9, 2009. Recovery took 2237 trading sessions.

The maximum drawdown for FOX was -50.69%, occurring on Mar 23, 2020. Recovery took 498 trading sessions.

The current PFG drawdown is -4.22%. The current FOX drawdown is -10.32%.

RankPFGFOX
#1-91.47%
Dec 24, 2007 - Nov 10, 2016
-50.69%
Mar 15, 2019 - Mar 8, 2021
#2-64.71%
Jan 26, 2018 - May 5, 2021
-34.51%
Mar 16, 2021 - Nov 4, 2024
#3-29.31%
Nov 11, 2022 - Oct 11, 2024
-34.14%
Jan 5, 2026 - Jun 25, 2026
#4-26.00%
Jun 28, 2002 - Dec 23, 2002
-18.80%
Feb 24, 2025 - Aug 14, 2025
#5-22.42%
Oct 17, 2024 - Dec 5, 2025
-10.51%
Sep 30, 2025 - Oct 30, 2025
#6-21.12%
Feb 9, 2022 - Aug 12, 2022
-8.82%
Sep 8, 2025 - Sep 29, 2025
#7-17.66%
Apr 27, 2007 - Oct 1, 2007
-4.25%
Nov 12, 2025 - Dec 5, 2025
#8-16.25%
Dec 23, 2002 - May 15, 2003
-3.87%
Mar 8, 2021 - Mar 12, 2021
#9-13.46%
Jan 28, 2002 - Apr 4, 2002
-3.35%
Aug 14, 2025 - Aug 25, 2025
#10-12.59%
Feb 17, 2004 - Oct 4, 2004
-3.32%
Nov 14, 2024 - Nov 22, 2024
#11-11.96%
Feb 26, 2026 - Apr 22, 2026
-3.20%
Dec 24, 2024 - Jan 27, 2025
#12-11.61%
Feb 7, 2005 - Jun 27, 2005
-2.81%
Feb 4, 2025 - Feb 13, 2025
#13-11.55%
Jun 16, 2003 - Dec 2, 2003
-2.57%
Oct 30, 2025 - Nov 6, 2025
#14-10.65%
May 17, 2021 - Aug 11, 2021
-2.19%
Nov 29, 2024 - Dec 12, 2024
#15-10.58%
Sep 12, 2022 - Oct 18, 2022
-1.93%
Nov 6, 2024 - Nov 11, 2024

Correlation

Correlation between PFG and FOX is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71
-101

Dividend Comparison (2002 - 2026)

PFG vs FOX dividend yield comparison.

YearPFGFOX
20261.47%0.46%
20253.49%0.85%
20243.68%1.16%
20233.30%1.84%
20223.05%1.72%
20213.37%1.37%
20204.52%1.59%
20193.96%1.26%
20184.75%0.00%
20172.65%0.00%
20162.78%0.00%
20153.33%0.00%
20142.46%0.00%
20131.99%0.00%
20122.73%0.00%
20112.85%0.00%
20101.69%0.00%
20092.08%0.00%
20081.99%0.00%
20071.31%0.00%
20061.36%0.00%
20051.37%0.00%
20041.34%0.00%
20031.36%0.00%
20020.83%0.00%

Select Stocks to Compare