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 0.54% annually. There are 58 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 | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | PEQSX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | PEQSX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | PEQSX vs VVIAX |
Best Risk-Adjusted Alternatives to PEQSX
PEQSX has a PortfoliosLab risk / return rank of 84. There are 95 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 | PEQSX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | PEQSX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | PEQSX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | PEQSX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | PEQSX vs AVLVX |
Top Performing PEQSX Alternatives (YTD)
PEQSX is at 12.46% YTD. There are 140 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | PEQSX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | PEQSX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | PEQSX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | PEQSX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | PEQSX vs YAFFX |
Lowest Volatility Alternatives to PEQSX
PEQSX has 10.97% 1-year volatility. There are 126 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 | PEQSX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | PEQSX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | PEQSX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | PEQSX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | PEQSX vs TMMAX |
Lowest Drawdown Alternatives to PEQSX
PEQSX 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 | 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 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 | 83 | 12.28% | — | Jun 1977 | PEQSX vs PEYAX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 84 | 12.42% | — | Jan 1998 | PEQSX vs PEIYX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 16 | 5.68% | — | Oct 1995 | PEQSX vs POGAX | |
| Putnam Global Technology Fund | Technology Equities | 72 | 33.39% | — | Dec 2008 | PEQSX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 22 | 4.82% | — | Aug 1990 | PEQSX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 50 | 8.70% | — | Sep 2010 | PEQSX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 16 | 5.81% | — | Aug 1999 | PEQSX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 1.78% | — | Oct 2011 | PEQSX vs PSDYX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 32 | 20.77% | — | Dec 1997 | PEQSX vs PNSAX | |
| Putnam Research Fund | Large Cap Blend Equities | 79 | 12.84% | — | Oct 1995 | PEQSX vs PNRAX |
Often Compared With PEQSX
Investors most often compare PEQSX with FXAIX, VEIPX, HHDVX. These 20 comparison targets span 11 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