Putnam Large Cap Value Fund (PEIYX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PEIYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PEIYX
PEIYX charges 0.65% annually. There are 96 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | PEIYX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | PEIYX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | PEIYX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | PEIYX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | PEIYX vs VVIAX |
Best Risk-Adjusted Alternatives to PEIYX
PEIYX has a PortfoliosLab risk / return rank of 81. There are 62 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | PEIYX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | PEIYX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | PEIYX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | PEIYX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | PEIYX vs SABTX |
Top Performing PEIYX Alternatives (YTD)
PEIYX is at 10.00% YTD. There are 134 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | PEIYX vs YAFFX | |
| PIMCO RAE US Fund | 23.68% | — | Jun 2015 | PEIYX vs PKAIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | PEIYX vs AVLVX | |
| Al Frank Fund | 21.52% | — | May 2006 | PEIYX vs VALAX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | PEIYX vs PXTIX |
Lowest Volatility Alternatives to PEIYX
PEIYX has 10.48% 1-year volatility. There are 111 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.91% | — | Sep 2017 | PEIYX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | PEIYX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.14% | — | Dec 1973 | PEIYX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | PEIYX vs FLCCX | |
| Fidelity Advisor Large Cap Fund Class A | 8.08% | — | Sep 1996 | PEIYX vs FALAX |
Lowest Drawdown Alternatives to PEIYX
PEIYX has a 1-year max drawdown of -7.18%. There are 151 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | PEIYX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | PEIYX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | PEIYX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | PEIYX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | PEIYX vs SVAIX |
Other Mutual Funds from Putnam
The 10 most viewed Putnam mutual funds shown here include PEYAX, POGAX, PEQSX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Putnam Large Cap Value Fund | Large Cap Value Equities | 80 | 9.88% | — | Jun 1977 | PEIYX vs PEYAX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 27 | 9.53% | — | Oct 1995 | PEIYX vs POGAX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 81 | 10.03% | — | Jul 2012 | PEIYX vs PEQSX | |
| Putnam Global Technology Fund | Technology Equities | 91 | 44.30% | — | Dec 2008 | PEIYX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 27 | 4.81% | — | Aug 1990 | PEIYX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 59 | 8.74% | — | Sep 2010 | PEIYX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 28 | 9.63% | — | Aug 1999 | PEIYX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 98 | 1.43% | — | Oct 2011 | PEIYX vs PSDYX | |
| Putnam Research Fund | Large Cap Blend Equities | 86 | 14.19% | — | Oct 1995 | PEIYX vs PNRAX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 30 | 19.33% | — | Dec 1997 | PEIYX vs PNSAX |
Often Compared With PEIYX
Investors most often compare PEIYX with PVAL, FXAIX, CGDV. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare PEIYX with Any Fund or Stock
Compare PEIYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PEIYX with funds that move differently
Putnam Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PEIYX.
Explore PEIYX Diversifiers