Putnam Large Cap Value Fund Class R6 (PEQSX) 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 PEQSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PEQSX
PEQSX charges 0.52% annually. There are 53 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 | PEQSX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | PEQSX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | PEQSX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | PEQSX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | PEQSX vs TILVX |
Best Risk-Adjusted Alternatives to PEQSX
PEQSX has a PortfoliosLab risk / return rank of 95. There are 62 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 98 | — | Jun 2015 | PEQSX vs PKAIX | |
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | PEQSX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | PEQSX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 98 | — | Dec 1999 | PEQSX vs MALVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | PEQSX vs LSVVX |
Top Performing PEQSX Alternatives (YTD)
PEQSX is at 15.91% YTD. There are 127 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.79% | — | Jun 2015 | PEQSX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 28.28% | — | Nov 1935 | PEQSX vs LEXCX | |
| AMG Yacktman Focused Fund | 26.29% | — | May 1997 | PEQSX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 26.11% | — | Jun 2022 | PEQSX vs AVLVX | |
| North Square Advisory Research Small Cap Value Fun... | 26.10% | — | Nov 2009 | PEQSX vs ADVGX |
Lowest Volatility Alternatives to PEQSX
PEQSX has 10.96% 1-year volatility. There are 126 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.61% | — | Feb 2021 | PEQSX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | PEQSX vs FALGX | |
| The Income Fund of America Class R-1 | 7.33% | — | Dec 1973 | PEQSX vs RIDAX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | PEQSX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.56% | — | Jul 1998 | PEQSX vs ACIIX |
Lowest Drawdown Alternatives to PEQSX
PEQSX has a 1-year max drawdown of -7.18%. There are 145 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 | PEQSX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | PEQSX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | PEQSX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | PEQSX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | PEQSX vs SVAIX |
Other Mutual Funds from Putnam
The 10 most viewed Putnam mutual funds shown here include PEYAX, PEIYX, POGAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Putnam Large Cap Value Fund | Large Cap Value Equities | 95 | 15.70% | — | Jun 1977 | PEQSX vs PEYAX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 95 | 15.86% | — | Oct 1998 | PEQSX vs PEIYX | |
| Putnam Large Cap Growth Fund Class A | Large Cap Growth Equities | 13 | 2.30% | — | Oct 1995 | PEQSX vs POGAX | |
| Putnam Global Technology Fund | Technology Equities | 59 | 29.55% | — | Dec 2008 | PEQSX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 31 | 5.65% | — | Aug 1990 | PEQSX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 66 | 9.94% | — | Sep 2010 | PEQSX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 13 | 2.44% | — | Aug 1999 | PEQSX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 98 | 1.68% | — | Oct 2011 | PEQSX vs PSDYX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | 17.35% | — | Dec 1997 | PEQSX vs PNSAX | |
| Putnam Research Fund | Large Cap Blend Equities | 84 | 14.22% | — | Oct 1995 | PEQSX vs PNRAX |
Often Compared With PEQSX
Investors most often compare PEQSX with FXAIX, VEIPX, HHDVX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare PEQSX with Any Fund or Stock
Compare PEQSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PEQSX with funds that move differently
Putnam Large Cap Value Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PEQSX.
Explore PEQSX Diversifiers