Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PLFIX
PLFIX charges 0.11% annually. Among mutual funds in the S&P 500 category, these options have the lowest expense ratios among PLFIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | Jul 1, 2019 | PLFIX vs BSPGX | |
| Fidelity 500 Index Fund | 0.02% | Feb 17, 1988 | PLFIX vs FXAIX | |
| Schwab S&P 500 Index Fund | 0.02% | May 19, 1997 | PLFIX vs SWPPX | |
| iShares S&P 500 Index Fund | 0.03% | Jul 30, 1993 | PLFIX vs WFSPX | |
| iShares S&P 500 Index Fund Institutional Class | 0.10% | Apr 28, 1993 | PLFIX vs BSPIX |
Best Risk-Adjusted Alternatives to PLFIX
Among mutual funds in the S&P 500 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 | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 72 | Feb 24, 2016 | PLFIX vs PUTW | |
| Schwab S&P 500 Index Fund | 46 | May 19, 1997 | PLFIX vs SWPPX | |
| Fidelity 500 Index Fund | 46 | Feb 17, 1988 | PLFIX vs FXAIX | |
| iShares S&P 500 Index Fund | 46 | Jul 30, 1993 | PLFIX vs WFSPX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | 45 | Sep 30, 1993 | PLFIX vs DSPIX |
Top Performing PLFIX Alternatives (YTD)
PLFIX alternatives from the S&P 500 category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 0.17% | Sep 10, 2017 | PLFIX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | -1.41% | Jul 28, 1997 | PLFIX vs VADDX | |
| WisdomTree Equity Premium Income Fund | -1.66% | Feb 24, 2016 | PLFIX vs PUTW | |
| Fidelity 500 Index Fund | -7.05% | Feb 17, 1988 | PLFIX vs FXAIX | |
| iShares S&P 500 Index Fund | -7.06% | Jul 30, 1993 | PLFIX vs WFSPX |
Lowest Volatility Alternatives to PLFIX
PLFIX alternatives from the S&P 500 category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 14.28% | Sep 10, 2017 | PLFIX vs KNGLX | |
| WisdomTree Equity Premium Income Fund | 14.33% | Feb 24, 2016 | PLFIX vs PUTW | |
| Nuveen S&P 500 Buy-Write Income Fund | 16.43% | Nov 25, 2004 | PLFIX vs BXMX | |
| Invesco Equally-Weighted S&P 500 Fund | 17.17% | Jul 28, 1997 | PLFIX vs VADDX | |
| Principal LargeCap S&P 500 Index Fund Class A | 17.87% | Feb 2, 2001 | PLFIX vs PLSAX |
Lowest Drawdown Alternatives to PLFIX
PLFIX alternatives from the S&P 500 category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | -9.90% | Feb 24, 2016 | PLFIX vs PUTW | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | -10.91% | Sep 10, 2017 | PLFIX vs KNGLX | |
| Nuveen S&P 500 Buy-Write Income Fund | -11.42% | Nov 25, 2004 | PLFIX vs BXMX | |
| Schwab S&P 500 Index Fund | -12.10% | May 19, 1997 | PLFIX vs SWPPX | |
| iShares S&P 500 Index Fund | -12.11% | Jul 30, 1993 | PLFIX vs WFSPX |
Other Mutual Funds from Principal
Most popular Principal mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -12.96% | Dec 6, 2000 | PLFIX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | -14.91% | Dec 6, 2000 | PLFIX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 36 | -6.68% | Nov 24, 1986 | PLFIX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -15.72% | Jun 14, 2012 | PLFIX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 94 | 0.60% | Oct 23, 2011 | PLFIX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 45 | -3.93% | Jul 24, 1996 | PLFIX vs SACAX | |
| Principal Small-MidCap Dividend Income Fund | Mid Cap Value Equities | 32 | 1.44% | Jun 6, 2011 | PLFIX vs PMDIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 54 | -0.22% | May 31, 1939 | PLFIX vs PQIAX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 57 | -4.53% | Sep 29, 2014 | PLFIX vs PLTNX | |
| Principal Global Real Estate Securities Fund | REIT | 15 | -0.73% | Sep 30, 2007 | PLFIX vs POSIX |
Often Compared With PLFIX
What investors most often compare with PLFIX, based on PortfoliosLab usage data.
Compare PLFIX with Any Fund or Stock
Compare PLFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.