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 120 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% | 4.94B | Dec 2017 | PLGIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | PLGIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | PLGIX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | PLGIX vs VRGWX |
Best Risk-Adjusted Alternatives to PLGIX
PLGIX has a PortfoliosLab risk / return rank of 7. There are 366 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | PLGIX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | PLGIX vs ONERX | |
| Chase Growth Fund | 88 | — | Dec 1997 | PLGIX vs CHASX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | PLGIX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | PLGIX vs FOCKX |
Top Performing PLGIX Alternatives (YTD)
PLGIX is at 2.68% YTD. There are 354 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | PLGIX vs ONERX | |
| ICON Equity Fund | 28.11% | — | Oct 2002 | PLGIX vs IOLZX | |
| Chase Growth Fund | 26.96% | — | Dec 1997 | PLGIX vs CHASX | |
| Chase Growth Fund Institutional Class | 26.92% | — | Jan 2007 | PLGIX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 26.17% | — | May 2008 | PLGIX vs FOCKX |
Lowest Volatility Alternatives to PLGIX
PLGIX has 16.49% 1-year volatility. There are 161 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | PLGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | PLGIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.13% | — | Dec 2015 | PLGIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | PLGIX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | PLGIX vs GQEPX |
Lowest Drawdown Alternatives to PLGIX
PLGIX has a 1-year max drawdown of -18.32%. There are 350 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, LTFIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -4.41% | — | Dec 2000 | PLGIX vs PCBIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 50 | 10.43% | — | Nov 1986 | PLGIX vs CMNWX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 42 | 8.98% | — | Feb 2008 | PLGIX vs LTFIX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -0.19% | — | Jun 2012 | PLGIX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.84% | — | Oct 2011 | PLGIX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 55 | 11.36% | — | Jul 1996 | PLGIX vs SACAX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 43 | 7.26% | — | Feb 2001 | PLGIX vs PTDIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 42 | 8.07% | — | Feb 2008 | PLGIX vs LTRIX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 45 | 5.53% | — | Feb 2001 | PLGIX vs PMTIX | |
| Principal LifeTime 2035 Fund | Target Retirement Date | 43 | 6.25% | — | Feb 2008 | PLGIX vs LTIUX |
Often Compared With PLGIX
Investors most often compare PLGIX with VOO, HACAX, SCHG. 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