PortfoliosLab logoPortfoliosLab logo

Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) belongs to the S&P 500 category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PLFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to PLFIX

PLFIX charges 0.11% annually. There are 6 mutual funds in the S&P 500 category with lower expense ratios, going as low as 0.01%.


Best Risk-Adjusted Alternatives to PLFIX

PLFIX has a PortfoliosLab risk / return rank of 73. There are 5 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 74.


Top Performing PLFIX Alternatives (YTD)

PLFIX is at 11.68% YTD. There are 8 mutual funds in the S&P 500 category with higher YTD returns, going as high as 17.64%.


Lowest Volatility Alternatives to PLFIX

PLFIX has 11.84% 1-year volatility. There are 5 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 8.86%.


Lowest Drawdown Alternatives to PLFIX

PLFIX has a 1-year max drawdown of -8.90%. There are 4 mutual funds in the S&P 500 category with shallower 1-year drawdowns, going as shallow as -7.15%.


Other Mutual Funds from Principal

The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, CMNWX and span 8 categories.


Often Compared With PLFIX

Investors most often compare PLFIX with SPIAX, BXMX, VOO. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Invesco S&P 500 Index AS&P 500
71
11.48%
Sep 1997PLFIX vs SPIAX
Nuveen S&P 500 Buy-Write Income FundS&P 500, Derivative IncomeNov 2004PLFIX vs BXMX
Vanguard S&P 500 ETFS&P 500
70
10.91%
1.60TSep 2010PLFIX vs VOO
iShares S&P 500 Index Fund Institutional ClassS&P 500
73
11.65%
Apr 1993PLFIX vs BSPIX
Principal Tax-Exempt Bond FundMunicipal Bonds
59
1.38%
Jan 1977PLFIX vs PTEAX
Nuveen S&P 500 Index Fund Retirement ClassS&P 500
72
11.56%
Oct 2002PLFIX vs TRSPX
Invesco S&P 500 Index FundS&P 500
72
11.58%
Sep 1997PLFIX vs SPIDX
iShares S&P 500 Index Fund Investor P SharesS&P 500
71
11.54%
Aug 2018PLFIX vs BSPPX
Principal Small-MidCap Dividend Income FundMid Cap Value Equities
39
12.33%
Jun 2011PLFIX vs PMDIX
NYLI S&P 500 Index Class AS&P 500
71
11.46%
Jan 2004PLFIX vs MSXAX
BNY Mellon Institutional S&P 500 Stock Index FundS&P 500
73
11.63%
Sep 1993PLFIX vs DSPIX
DWS S&P 500 Index FundS&P 500
73
11.60%
Aug 1997PLFIX vs SCPIX
MM S&P 500 Index FundS&P 500
70
11.45%
Feb 1998PLFIX vs MIEYX
Principal LargeCap S&P 500 Index Fund Class AS&P 500
72
11.59%
Feb 2001PLFIX vs PLSAX
Principal Global Real Estate Securities FundREIT
9
6.90%
Sep 2007PLFIX vs POSIX
Principal LargeCap S&P 500 Index FundS&P 500
69
11.40%
Dec 2000PLFIX vs PLFMX
Victory S&P 500 Index FundS&P 500
70
11.48%
Nov 1991PLFIX vs MUXYX
Nuveen S&P 500 Dynamic Overwrite FundS&P 500
16
3.81%
Nov 2005PLFIX vs SPXX
Nationwide S&P 500 Index FundS&P 500
71
11.55%
Nov 1998PLFIX vs GRISX
Principal LifeTime Hybrid 2055 FundTarget Retirement Date
69
11.67%
Sep 2014PLFIX vs PLTNX

Compare PLFIX with Any Fund or Stock

Compare PLFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair PLFIX with funds that move differently

Principal Large Cap S&P 500 Index Fund Institutional alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLFIX.

Explore PLFIX Diversifiers