Principal Capital Appreciation Fund (CMNWX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CMNWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CMNWX
CMNWX charges 0.80% annually. There are 233 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | CMNWX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | CMNWX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | CMNWX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | CMNWX vs FLCPX | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | CMNWX vs BKTSX |
Best Risk-Adjusted Alternatives to CMNWX
CMNWX has a PortfoliosLab risk / return rank of 49. There are 236 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | CMNWX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 92.00B | Nov 2001 | CMNWX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 93 | — | Nov 2004 | CMNWX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | CMNWX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | CMNWX vs IGIAX |
Top Performing CMNWX Alternatives (YTD)
CMNWX is at 9.31% YTD. There are 230 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 32.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 32.08% | 17.20B | Dec 2004 | CMNWX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 28.16% | 92.00B | Nov 2001 | CMNWX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.37% | — | Jan 1995 | CMNWX vs IGIAX | |
| Archer Multi Cap Fund | 25.38% | — | Dec 2019 | CMNWX vs ALSMX | |
| PrimeCap Odyssey Stock Fund | 25.29% | — | Nov 2004 | CMNWX vs POSKX |
Lowest Volatility Alternatives to CMNWX
CMNWX has 13.00% 1-year volatility. There are 267 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | CMNWX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | CMNWX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.37% | — | Jul 2012 | CMNWX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.38% | — | Jul 2012 | CMNWX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.56% | — | May 2015 | CMNWX vs FSUVX |
Lowest Drawdown Alternatives to CMNWX
CMNWX has a 1-year max drawdown of -8.91%. There are 144 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | CMNWX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | CMNWX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | CMNWX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | CMNWX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | CMNWX vs QUERX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, PBCKX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -5.96% | — | Dec 2000 | CMNWX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | 2.25% | — | Dec 2000 | CMNWX vs PLGIX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -3.02% | — | Jun 2012 | CMNWX vs PBCKX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 46 | 8.98% | — | Feb 2008 | CMNWX vs LTFIX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.32% | — | Oct 2011 | CMNWX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 58 | 11.27% | — | Jul 1996 | CMNWX vs SACAX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 47 | 8.14% | — | Feb 2008 | CMNWX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 47 | 7.32% | — | Feb 2001 | CMNWX vs PTDIX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 66 | 19.30% | — | Dec 2000 | CMNWX vs PSSMX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 49 | 5.67% | — | Feb 2001 | CMNWX vs PMTIX |
Often Compared With CMNWX
Investors most often compare CMNWX with PRCOX, SMGIX, ALBAX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare CMNWX with Any Fund or Stock
Compare CMNWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CMNWX with funds that move differently
Principal Capital Appreciation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CMNWX.
Explore CMNWX Diversifiers