Principal LargeCap S&P 500 Index Fund (PLFMX) 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 PLFMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PLFMX
PLFMX charges 0.72% annually. There are 29 mutual funds in the S&P 500 category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | — | Jul 2019 | PLFMX vs BSPGX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | PLFMX vs SSSYX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | PLFMX vs VIIIX | |
| Schwab S&P 500 Index Fund | 0.02% | 143.85B | May 1997 | PLFMX vs SWPPX | |
| Fidelity 500 Index Fund | 0.02% | — | Feb 1988 | PLFMX vs FXAIX |
Best Risk-Adjusted Alternatives to PLFMX
PLFMX has a PortfoliosLab risk / return rank of 61. There are 27 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust S&P 500 Index ... | 65 | — | Dec 2013 | PLFMX vs SPINX | |
| Fidelity 500 Index Fund | 65 | — | Feb 1988 | PLFMX vs FXAIX | |
| Vanguard Institutional Index Fund Institutional Pl... | 65 | 355.20B | Jul 1997 | PLFMX vs VIIIX | |
| Vanguard Institutional Index Fund Institutional Sh... | 65 | 355.20B | Jul 1990 | PLFMX vs VINIX | |
| State Street Equity 500 Index Fund Class K | 65 | — | Sep 2014 | PLFMX vs SSSYX |
Top Performing PLFMX Alternatives (YTD)
PLFMX is at 9.46% YTD. There are 30 mutual funds in the S&P 500 category with higher YTD returns, going as high as 13.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Monthly S&P 500 Bull 1.75X Fund | 13.76% | — | May 2006 | PLFMX vs DXSLX | |
| Invesco Equally-Weighted S&P 500 Fund | 10.27% | — | Jul 1997 | PLFMX vs VADDX | |
| Victory 500 Index Fund | 10.00% | — | May 2002 | PLFMX vs USPRX | |
| Fidelity 500 Index Fund | 9.79% | — | Feb 1988 | PLFMX vs FXAIX | |
| State Street Equity 500 Index Fund Class K | 9.78% | — | Sep 2014 | PLFMX vs SSSYX |
Lowest Volatility Alternatives to PLFMX
PLFMX has 12.50% 1-year volatility. There are 14 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 9.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 9.33% | 236.88M | Feb 2016 | PLFMX vs PUTW | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 10.86% | — | Sep 2017 | PLFMX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | 11.93% | — | Jul 1997 | PLFMX vs VADDX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | 12.45% | — | Nov 2005 | PLFMX vs SPXX | |
| Shelton Capital Management S&P 500 Index Fund | 12.45% | — | Apr 1992 | PLFMX vs SPFIX |
Lowest Drawdown Alternatives to PLFMX
PLFMX has a 1-year max drawdown of -9.00%. There are 29 mutual funds in the S&P 500 category with shallower 1-year drawdowns, going as shallow as -7.15%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | -7.15% | 236.88M | Feb 2016 | PLFMX vs PUTW | |
| Invesco Equally-Weighted S&P 500 Fund | -7.88% | — | Jul 1997 | PLFMX vs VADDX | |
| State Street Equity 500 Index Fund Class K | -8.88% | — | Sep 2014 | PLFMX vs SSSYX | |
| Schwab S&P 500 Index Fund | -8.89% | 143.85B | May 1997 | PLFMX vs SWPPX | |
| Fidelity 500 Index Fund | -8.89% | — | Feb 1988 | PLFMX vs FXAIX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, CMNWX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -6.91% | — | Dec 2000 | PLFMX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | 1.06% | — | Dec 2000 | PLFMX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 49 | 8.97% | — | Nov 1986 | PLFMX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -5.15% | — | Jun 2012 | PLFMX vs PBCKX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 46 | 8.64% | — | Feb 2008 | PLFMX vs LTFIX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.41% | — | Oct 2011 | PLFMX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 58 | 11.18% | — | Jul 1996 | PLFMX vs SACAX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 46 | 7.81% | — | Feb 2008 | PLFMX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 46 | 6.96% | — | Feb 2001 | PLFMX vs PTDIX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 66 | 19.34% | — | Dec 2000 | PLFMX vs PSSMX |
Often Compared With PLFMX
Investors most often compare PLFMX with TWCUX, VIGRX, VTI. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare PLFMX with Any Fund or Stock
Compare PLFMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PLFMX with funds that move differently
Principal LargeCap S&P 500 Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLFMX.
Explore PLFMX Diversifiers