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 91 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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | PEIYX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | PEIYX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | PEIYX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | PEIYX vs TILVX |
Best Risk-Adjusted Alternatives to PEIYX
PEIYX has a PortfoliosLab risk / return rank of 85. There are 104 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | PEIYX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | PEIYX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | PEIYX vs MALVX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | PEIYX vs IDIVX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 95 | — | Oct 1992 | PEIYX vs BBISX |
Top Performing PEIYX Alternatives (YTD)
PEIYX is at 12.40% YTD. There are 149 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.47% | — | Jun 2015 | PEIYX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.18% | — | Nov 1935 | PEIYX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.83% | — | Jun 2022 | PEIYX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 22.16% | — | Jun 2015 | PEIYX vs CFJIX | |
| PIMCO RAE PLUS Fund | 22.13% | — | Jun 2005 | PEIYX vs PXTIX |
Lowest Volatility Alternatives to PEIYX
PEIYX has 10.94% 1-year volatility. There are 122 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | PEIYX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | PEIYX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | PEIYX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | PEIYX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.49% | — | Dec 2007 | PEIYX vs TMMAX |
Lowest Drawdown Alternatives to PEIYX
PEIYX has a 1-year max drawdown of -7.18%. There are 148 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | PEIYX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | PEIYX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | PEIYX vs BUFBX | |
| 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, PEQSX, POGAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Putnam Large Cap Value Fund | Large Cap Value Equities | 84 | 12.25% | — | Jun 1977 | PEIYX vs PEYAX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 85 | 12.43% | — | Jul 2012 | PEIYX vs PEQSX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 13 | 3.62% | — | Oct 1995 | PEIYX vs POGAX | |
| Putnam Global Technology Fund | Technology Equities | 63 | 29.14% | — | Dec 2008 | PEIYX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 21 | 3.89% | — | Aug 1990 | PEIYX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 48 | 7.85% | — | Sep 2010 | PEIYX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 14 | 3.75% | — | Aug 1999 | PEIYX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 1.68% | — | Oct 2011 | PEIYX vs PSDYX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | 18.32% | — | Dec 1997 | PEIYX vs PNSAX | |
| Putnam Research Fund | Large Cap Blend Equities | 78 | 12.02% | — | Oct 1995 | PEIYX vs PNRAX |
Often Compared With PEIYX
Investors most often compare PEIYX with PVAL, FXAIX, CGDV. These 20 comparison targets span 12 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