Principal LargeCap Growth Fund I (PLGIX) 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 PLGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PLGIX
PLGIX charges 0.67% annually. There are 119 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 | PLGIX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | PLGIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | PLGIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | PLGIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | PLGIX vs TILIX |
Best Risk-Adjusted Alternatives to PLGIX
PLGIX has a PortfoliosLab risk / return rank of 6. There are 362 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | PLGIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | PLGIX vs POGRX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | PLGIX vs CHAIX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 31.20B | Nov 2001 | PLGIX vs VHCAX | |
| Chase Growth Fund | 86 | — | Dec 1997 | PLGIX vs CHASX |
Top Performing PLGIX Alternatives (YTD)
PLGIX is at -0.69% YTD. There are 349 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 58.60% | — | Mar 2020 | PLGIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.11% | — | Feb 2004 | PLGIX vs RYGRX | |
| ICON Equity Fund | 28.62% | — | Oct 2002 | PLGIX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.11% | — | Feb 2017 | PLGIX vs FUMIX | |
| Fidelity Focused Stock Fund | 27.93% | — | Nov 1996 | PLGIX vs FTQGX |
Lowest Volatility Alternatives to PLGIX
PLGIX has 16.19% 1-year volatility. There are 159 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.40% | — | Sep 2019 | PLGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.64% | — | Jan 2005 | PLGIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.83% | — | Dec 2015 | PLGIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | PLGIX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.47% | — | Jan 1991 | PLGIX vs BLUEX |
Lowest Drawdown Alternatives to PLGIX
PLGIX has a 1-year max drawdown of -18.32%. There are 351 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 | PLGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | PLGIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | PLGIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | PLGIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | PLGIX vs DNVYX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, CMNWX, PBCKX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -7.10% | — | Dec 2000 | PLGIX vs PCBIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 40 | 7.30% | — | Nov 1986 | PLGIX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 2 | -5.68% | — | Jun 2012 | PLGIX vs PBCKX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 37 | 6.75% | — | Feb 2008 | PLGIX vs LTFIX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 95 | 4.72% | — | Oct 2011 | PLGIX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 48 | 9.24% | — | Jul 1996 | PLGIX vs SACAX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 37 | 6.10% | — | Feb 2008 | PLGIX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 38 | 5.52% | — | Feb 2001 | PLGIX vs PTDIX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 64 | 18.95% | — | Dec 2000 | PLGIX vs PSSMX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 39 | 4.27% | — | Feb 2001 | PLGIX vs PMTIX |
Often Compared With PLGIX
Investors most often compare PLGIX with VOO, SCHG, HACAX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare PLGIX with Any Fund or Stock
Compare PLGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PLGIX with funds that move differently
Principal LargeCap Growth Fund I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLGIX.
Explore PLGIX Diversifiers