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 121 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | PLGIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | PLGIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | 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 12. There are 351 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | PLGIX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | PLGIX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | PLGIX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | PLGIX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | PLGIX vs POGRX |
Top Performing PLGIX Alternatives (YTD)
PLGIX is at 6.11% YTD. There are 322 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | PLGIX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | PLGIX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | PLGIX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | PLGIX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | PLGIX vs FOKFX |
Lowest Volatility Alternatives to PLGIX
PLGIX has 15.25% 1-year volatility. There are 170 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | PLGIX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | PLGIX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | PLGIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | PLGIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | PLGIX vs AWYIX |
Lowest Drawdown Alternatives to PLGIX
PLGIX has a 1-year max drawdown of -18.32%. There are 356 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | PLGIX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | PLGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | PLGIX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | PLGIX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | PLGIX vs AQEIX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, CMNWX, PBCKX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -7.38% | — | Dec 2000 | PLGIX vs PCBIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 55 | 10.80% | — | Nov 1986 | PLGIX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 4 | 0.26% | — | Jun 2012 | PLGIX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 97 | 5.67% | — | Oct 2011 | PLGIX vs PSMIX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 49 | 9.67% | — | Feb 2008 | PLGIX vs LTFIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 58 | 11.70% | — | Jul 1996 | PLGIX vs SACAX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 56 | 15.97% | — | Dec 2000 | PLGIX vs PSSMX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 53 | 6.02% | — | Feb 2001 | PLGIX vs PMTIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 61 | 8.76% | — | May 1939 | PLGIX vs PQIAX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 50 | 8.73% | — | Feb 2008 | PLGIX vs LTRIX |
Often Compared With PLGIX
Investors most often compare PLGIX with VOO, SCHG, HACAX. These 20 comparison targets span 9 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