Plumb Equity Fund (PLBEX) Alternatives
Plumb Equity Fund (PLBEX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PLBEX. 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 PLBEX
PLBEX charges 1.19% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among PLBEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | PLBEX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | PLBEX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | PLBEX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | PLBEX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | PLBEX vs VIGAX |
Best Risk-Adjusted Alternatives to PLBEX
Among mutual funds in the Large Cap Growth 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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | PLBEX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | PLBEX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | PLBEX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | PLBEX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | PLBEX vs VTMGX |
Top Performing PLBEX Alternatives (YTD)
PLBEX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | PLBEX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | PLBEX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | PLBEX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | PLBEX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | PLBEX vs AMRGX |
Lowest Volatility Alternatives to PLBEX
PLBEX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | PLBEX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | PLBEX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | PLBEX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | PLBEX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | PLBEX vs PROVX |
Lowest Drawdown Alternatives to PLBEX
PLBEX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | PLBEX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | PLBEX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | PLBEX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | PLBEX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | PLBEX vs BBLIX |
Other Mutual Funds from Plumb Funds
Most popular Plumb Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Plumb Balanced Fund | Diversified Portfolio | 33 | -4.10% | May 23, 2007 | PLBEX vs PLBBX |
Often Compared With PLBEX
What investors most often compare with PLBEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | PLBEX vs QQQ | |
| abrdn U.S. Sustainable Leaders Fund | Large Cap Growth Equities | 5 | -10.06% | Jun 30, 2000 | PLBEX vs GXXIX | |
| American Funds The New Economy Fund Class F-1 | Large Cap Growth Equities | 74 | -8.51% | Mar 15, 2001 | PLBEX vs ANFFX | |
| ICON Equity Fund | Large Cap Growth Equities | 39 | -1.68% | Oct 17, 2002 | PLBEX vs IOLZX | |
| TIAA-CREF Large-Cap Growth Index Fund | Large Cap Growth Equities | 27 | -13.04% | Oct 1, 2002 | PLBEX vs TILIX |
Compare PLBEX with Any Fund or Stock
Compare PLBEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.