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 a closer substitute for your current allocation.
Cheapest Alternatives to PLBEX
PLBEX charges 1.19% annually. There are 348 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | PLBEX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | PLBEX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | PLBEX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | PLBEX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | PLBEX vs VIGAX |
Best Risk-Adjusted Alternatives to PLBEX
PLBEX has a PortfoliosLab risk / return rank of 22. There are 203 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | PLBEX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | PLBEX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | PLBEX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | PLBEX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | PLBEX vs FOCPX |
Top Performing PLBEX Alternatives (YTD)
PLBEX is at 11.92% YTD. There are 98 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | PLBEX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | PLBEX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | PLBEX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | PLBEX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | PLBEX vs POGRX |
Lowest Volatility Alternatives to PLBEX
PLBEX has 18.89% 1-year volatility. There are 340 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | PLBEX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | PLBEX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | PLBEX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | PLBEX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | PLBEX vs GQEPX |
Lowest Drawdown Alternatives to PLBEX
PLBEX has a 1-year max drawdown of -16.06%. There are 250 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | PLBEX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | PLBEX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | PLBEX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | PLBEX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | PLBEX vs DNVYX |
Other Mutual Funds from Plumb Funds
The 1 most viewed Plumb Funds mutual funds shown here include PLBBX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Plumb Balanced Fund | Diversified Portfolio | 42 | 9.39% | — | May 2007 | PLBEX vs PLBBX |
Often Compared With PLBEX
Investors most often compare PLBEX with QQQ, BPTRX, PROVX. These 19 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare PLBEX with Any Fund or Stock
Compare PLBEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PLBEX with funds that move differently
Plumb Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLBEX.
Explore PLBEX Diversifiers