Putnam Large Cap Value Fund (PEYAX) 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 PEYAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PEYAX
PEYAX charges 0.88% annually. There are 197 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 | PEYAX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | PEYAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | PEYAX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | PEYAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | PEYAX vs TILVX |
Best Risk-Adjusted Alternatives to PEYAX
PEYAX has a PortfoliosLab risk / return rank of 75. There are 93 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 | PEYAX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | PEYAX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | PEYAX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | PEYAX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | PEYAX vs SABTX |
Top Performing PEYAX Alternatives (YTD)
PEYAX is at 8.55% YTD. There are 182 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 31.39%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 31.39% | — | May 1997 | PEYAX vs YAFFX | |
| PIMCO RAE US Fund | 23.68% | — | Jun 2015 | PEYAX vs PKAIX | |
| Al Frank Fund | 21.52% | — | May 2006 | PEYAX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 20.67% | — | Jun 2022 | PEYAX vs AVLVX | |
| AMG Yacktman Fund | 20.51% | — | Jul 1992 | PEYAX vs YACKX |
Lowest Volatility Alternatives to PEYAX
PEYAX has 10.43% 1-year volatility. There are 106 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.91% | — | Sep 2017 | PEYAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | PEYAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.14% | — | Dec 1973 | PEYAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class C | 8.08% | — | Nov 1997 | PEYAX vs FLCCX | |
| Fidelity Advisor Large Cap Fund Class I | 8.08% | — | Feb 1996 | PEYAX vs FALIX |
Lowest Drawdown Alternatives to PEYAX
PEYAX has a 1-year max drawdown of -7.23%. There are 157 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | PEYAX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | PEYAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | PEYAX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | PEYAX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | PEYAX vs SVAIX |
Other Mutual Funds from Putnam
The 10 most viewed Putnam mutual funds shown here include POGAX, PEQSX, PEIYX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 28 | 9.66% | — | Oct 1995 | PEYAX vs POGAX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 76 | 8.70% | — | Jul 2012 | PEYAX vs PEQSX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 76 | 8.67% | — | Jan 1998 | PEYAX vs PEIYX | |
| Putnam Global Technology Fund | Technology Equities | 90 | 41.18% | — | Dec 2008 | PEYAX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 26 | 4.59% | — | Aug 1990 | PEYAX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 59 | 8.64% | — | Sep 2010 | PEYAX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 28 | 9.77% | — | Aug 1999 | PEYAX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 98 | 1.43% | — | Oct 2011 | PEYAX vs PSDYX | |
| Putnam Research Fund | Large Cap Blend Equities | 86 | 13.70% | — | Oct 1995 | PEYAX vs PNRAX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 26 | 17.19% | — | Dec 1997 | PEYAX vs PNSAX |
Often Compared With PEYAX
Investors most often compare PEYAX with VTV, VEIPX, DAGVX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare PEYAX with Any Fund or Stock
Compare PEYAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PEYAX 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 PEYAX.
Explore PEYAX Diversifiers