Putnam Large Cap Value Fund (PEIYX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PEIYX
PEIYX charges 0.65% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among PEIYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | PEIYX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | PEIYX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | PEIYX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | PEIYX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | PEIYX vs TILVX |
Best Risk-Adjusted Alternatives to PEIYX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 94 | Mar 2, 2016 | PEIYX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | PEIYX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | PEIYX vs TOWFX | |
| Al Frank Fund | 87 | May 1, 2006 | PEIYX vs VALAX | |
| Neiman Large Cap Value Fund | 87 | Apr 1, 2003 | PEIYX vs NEIMX |
Top Performing PEIYX Alternatives (YTD)
PEIYX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 19.97% | Jan 1, 1984 | PEIYX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | PEIYX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | PEIYX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | PEIYX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | PEIYX vs SVAIX |
Lowest Volatility Alternatives to PEIYX
PEIYX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.71% | Feb 1, 2021 | PEIYX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.54% | Dec 1, 1973 | PEIYX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | PEIYX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | PEIYX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | PEIYX vs ACIIX |
Lowest Drawdown Alternatives to PEIYX
PEIYX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | PEIYX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | PEIYX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | PEIYX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | PEIYX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | PEIYX vs RIDAX |
Other Mutual Funds from Putnam
Most popular Putnam mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Putnam Large Cap Value Fund | Large Cap Value Equities | 68 | 0.74% | Jun 15, 1977 | PEIYX vs PEYAX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 30 | -9.72% | Oct 2, 1995 | PEIYX vs POGAX | |
| Putnam Global Technology Fund | Technology Equities | 77 | -3.79% | Dec 17, 2008 | PEIYX vs PGTYX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 69 | 0.81% | Jul 2, 2012 | PEIYX vs PEQSX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 20 | -9.32% | Aug 31, 1990 | PEIYX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 51 | -5.13% | Sep 24, 2010 | PEIYX vs PMYYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 0.38% | Oct 17, 2011 | PEIYX vs PSDYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 30 | -9.67% | Aug 27, 1999 | PEIYX vs PGOYX | |
| Putnam Research Fund | Large Cap Blend Equities | 70 | -3.29% | Oct 2, 1995 | PEIYX vs PNRAX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 44 | -0.28% | Dec 31, 1997 | PEIYX vs PNSAX |
Often Compared With PEIYX
What investors most often compare with PEIYX, 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.