Putnam Large Cap Value Fund Class R6 (PEQSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PEQSX
PEQSX charges 0.54% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among PEQSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | PEQSX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | PEQSX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | PEQSX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | PEQSX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | PEQSX vs TILVX |
Best Risk-Adjusted Alternatives to PEQSX
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... | 92 | Mar 2, 2016 | PEQSX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | PEQSX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | PEQSX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | PEQSX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | PEQSX vs VALAX |
Top Performing PEQSX Alternatives (YTD)
PEQSX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | PEQSX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | PEQSX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | PEQSX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | PEQSX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | PEQSX vs HFCVX |
Lowest Volatility Alternatives to PEQSX
PEQSX 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 | 4.68% | Feb 1, 2021 | PEQSX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | PEQSX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | PEQSX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | PEQSX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | PEQSX vs ACIIX |
Lowest Drawdown Alternatives to PEQSX
PEQSX 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 | PEQSX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | PEQSX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | PEQSX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | PEQSX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | PEQSX vs PSECX |
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 | 62 | -1.32% | Jun 15, 1977 | PEQSX vs PEYAX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 21 | -12.94% | Oct 2, 1995 | PEQSX vs POGAX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 63 | -1.25% | Jan 10, 1998 | PEQSX vs PEIYX | |
| Putnam Global Technology Fund | Technology Equities | 66 | -8.01% | Dec 17, 2008 | PEQSX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 15 | -11.73% | Aug 31, 1990 | PEQSX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 39 | -7.83% | Sep 24, 2010 | PEQSX vs PMYYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 0.38% | Oct 17, 2011 | PEQSX vs PSDYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 21 | -12.89% | Aug 27, 1999 | PEQSX vs PGOYX | |
| Putnam Research Fund | Large Cap Blend Equities | 59 | -6.12% | Oct 2, 1995 | PEQSX vs PNRAX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | PEQSX vs PNSAX |
Often Compared With PEQSX
What investors most often compare with PEQSX, 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.