Putnam Large Cap Value Fund (PEYAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PEYAX
PEYAX charges 0.88% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among PEYAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | PEYAX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | PEYAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | PEYAX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | PEYAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | PEYAX vs TILVX |
Best Risk-Adjusted Alternatives to PEYAX
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 | PEYAX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | PEYAX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | PEYAX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | PEYAX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | PEYAX vs VALAX |
Top Performing PEYAX Alternatives (YTD)
PEYAX 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 | PEYAX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | PEYAX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | PEYAX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | PEYAX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | PEYAX vs HFCVX |
Lowest Volatility Alternatives to PEYAX
PEYAX 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 | PEYAX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | PEYAX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | PEYAX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | PEYAX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | PEYAX vs ACIIX |
Lowest Drawdown Alternatives to PEYAX
PEYAX 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 | PEYAX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | PEYAX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | PEYAX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | PEYAX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | PEYAX 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 Growth Opportunities Fund | Large Cap Growth Equities | 21 | -12.94% | Oct 2, 1995 | PEYAX vs POGAX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 63 | -1.25% | Jan 10, 1998 | PEYAX vs PEIYX | |
| Putnam Global Technology Fund | Technology Equities | 66 | -8.01% | Dec 17, 2008 | PEYAX vs PGTYX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 63 | -1.25% | Jul 2, 2012 | PEYAX vs PEQSX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 15 | -11.73% | Aug 31, 1990 | PEYAX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 39 | -7.83% | Sep 24, 2010 | PEYAX vs PMYYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 0.38% | Oct 17, 2011 | PEYAX vs PSDYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 21 | -12.89% | Aug 27, 1999 | PEYAX vs PGOYX | |
| Putnam Research Fund | Large Cap Blend Equities | 59 | -6.12% | Oct 2, 1995 | PEYAX vs PNRAX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | PEYAX vs PNSAX |
Often Compared With PEYAX
What investors most often compare with PEYAX, 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.