Principal LargeCap S&P 500 Index Fund (PLFMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PLFMX
PLFMX charges 0.72% annually. Among mutual funds in the S&P 500 category, these options have the lowest expense ratios among PLFMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | Jul 1, 2019 | PLFMX vs BSPGX | |
| Schwab S&P 500 Index Fund | 0.02% | May 19, 1997 | PLFMX vs SWPPX | |
| Fidelity 500 Index Fund | 0.02% | Feb 17, 1988 | PLFMX vs FXAIX | |
| iShares S&P 500 Index Fund | 0.03% | Jul 30, 1993 | PLFMX vs WFSPX | |
| iShares S&P 500 Index Fund Institutional Class | 0.10% | Apr 28, 1993 | PLFMX vs BSPIX |
Best Risk-Adjusted Alternatives to PLFMX
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 | PLFMX vs PUTW | |
| Schwab S&P 500 Index Fund | 46 | May 19, 1997 | PLFMX vs SWPPX | |
| Fidelity 500 Index Fund | 46 | Feb 17, 1988 | PLFMX vs FXAIX | |
| iShares S&P 500 Index Fund | 46 | Jul 30, 1993 | PLFMX vs WFSPX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | 45 | Sep 30, 1993 | PLFMX vs DSPIX |
Top Performing PLFMX Alternatives (YTD)
PLFMX 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 | PLFMX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | -1.41% | Jul 28, 1997 | PLFMX vs VADDX | |
| WisdomTree Equity Premium Income Fund | -1.66% | Feb 24, 2016 | PLFMX vs PUTW | |
| Fidelity 500 Index Fund | -7.05% | Feb 17, 1988 | PLFMX vs FXAIX | |
| iShares S&P 500 Index Fund | -7.06% | Jul 30, 1993 | PLFMX vs WFSPX |
Lowest Volatility Alternatives to PLFMX
PLFMX 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 | PLFMX vs KNGLX | |
| WisdomTree Equity Premium Income Fund | 14.33% | Feb 24, 2016 | PLFMX vs PUTW | |
| Nuveen S&P 500 Buy-Write Income Fund | 16.43% | Nov 25, 2004 | PLFMX vs BXMX | |
| Invesco Equally-Weighted S&P 500 Fund | 17.17% | Jul 28, 1997 | PLFMX vs VADDX | |
| Principal Large Cap S&P 500 Index Fund Institution... | 17.85% | Mar 1, 2001 | PLFMX vs PLFIX |
Lowest Drawdown Alternatives to PLFMX
PLFMX 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 | PLFMX vs PUTW | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | -10.91% | Sep 10, 2017 | PLFMX vs KNGLX | |
| Nuveen S&P 500 Buy-Write Income Fund | -11.42% | Nov 25, 2004 | PLFMX vs BXMX | |
| Schwab S&P 500 Index Fund | -12.10% | May 19, 1997 | PLFMX vs SWPPX | |
| iShares S&P 500 Index Fund | -12.11% | Jul 30, 1993 | PLFMX 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 | PLFMX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | -14.91% | Dec 6, 2000 | PLFMX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 36 | -6.68% | Nov 24, 1986 | PLFMX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -15.72% | Jun 14, 2012 | PLFMX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 94 | 0.60% | Oct 23, 2011 | PLFMX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 45 | -3.93% | Jul 24, 1996 | PLFMX vs SACAX | |
| Principal Small-MidCap Dividend Income Fund | Mid Cap Value Equities | 32 | 1.44% | Jun 6, 2011 | PLFMX vs PMDIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 54 | -0.22% | May 31, 1939 | PLFMX vs PQIAX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 57 | -4.53% | Sep 29, 2014 | PLFMX vs PLTNX | |
| Principal Global Real Estate Securities Fund | REIT | 15 | -0.73% | Sep 30, 2007 | PLFMX vs POSIX |
Often Compared With PLFMX
What investors most often compare with PLFMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| American Century Ultra Fund | Large Cap Growth Equities | 20 | -12.28% | Nov 2, 1981 | PLFMX vs TWCUX | |
| Vanguard Growth Index Fund | Large Cap Growth Equities | 26 | -13.86% | Nov 2, 1992 | PLFMX vs VIGRX | |
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 65 | -4.01% | Jun 27, 2016 | PLFMX vs VTI | |
| Vanguard 500 Index Fund Admiral Shares | Large Cap Blend Equities | 46 | -7.06% | Nov 13, 2000 | PLFMX vs VFIAX | |
| State Street SPDR Portfolio S&P 500 Growth ETF | S&P 500, Large Cap Growth Equities | 66 | -8.12% | Sep 25, 2000 | PLFMX vs SPYG | |
| Principal LargeCap S&P 500 Index Fund Class A | S&P 500 | 45 | -7.11% | Feb 2, 2001 | PLFMX vs PLSAX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | PLFMX vs VOO |
Compare PLFMX with Any Fund or Stock
Compare PLFMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.