Principal Blue Chip Fund (PBCKX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PBCKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PBCKX
PBCKX charges 0.66% annually. There are 116 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | PBCKX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | PBCKX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | PBCKX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | PBCKX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | PBCKX vs TILIX |
Best Risk-Adjusted Alternatives to PBCKX
PBCKX has a PortfoliosLab risk / return rank of 4. There are 405 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | PBCKX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | PBCKX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | PBCKX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | PBCKX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | PBCKX vs POGRX |
Top Performing PBCKX Alternatives (YTD)
PBCKX is at 0.26% YTD. There are 391 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | PBCKX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | PBCKX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | PBCKX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | PBCKX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | PBCKX vs FOKFX |
Lowest Volatility Alternatives to PBCKX
PBCKX has 15.12% 1-year volatility. There are 159 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | PBCKX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | PBCKX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | PBCKX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | PBCKX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | PBCKX vs AWYIX |
Lowest Drawdown Alternatives to PBCKX
PBCKX has a 1-year max drawdown of -19.10%. There are 375 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | PBCKX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | PBCKX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | PBCKX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | PBCKX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | PBCKX vs AQEIX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, CMNWX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -7.38% | — | Dec 2000 | PBCKX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 12 | 6.11% | — | Dec 2000 | PBCKX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 55 | 10.80% | — | Nov 1986 | PBCKX vs CMNWX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 97 | 5.67% | — | Oct 2011 | PBCKX vs PSMIX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 49 | 9.67% | — | Feb 2008 | PBCKX vs LTFIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 58 | 11.70% | — | Jul 1996 | PBCKX vs SACAX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 56 | 15.97% | — | Dec 2000 | PBCKX vs PSSMX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 53 | 6.02% | — | Feb 2001 | PBCKX vs PMTIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 61 | 8.76% | — | May 1939 | PBCKX vs PQIAX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 50 | 8.73% | — | Feb 2008 | PBCKX vs LTRIX |
Often Compared With PBCKX
Investors most often compare PBCKX with MEGBX, FZROX, VUG. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare PBCKX with Any Fund or Stock
Compare PBCKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PBCKX with funds that move differently
Principal Blue Chip Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PBCKX.
Explore PBCKX Diversifiers