Principal LargeCap S&P 500 Index Fund Class A (PLSAX) Alternatives

Principal LargeCap S&P 500 Index Fund Class A (PLSAX) 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 PLSAX. 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 PLSAX

PLSAX charges 0.38% annually. Among mutual funds in the S&P 500 category, these options have the lowest expense ratios among PLSAX alternatives.

Symbol	Name	Expense Ratio	Inception
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	Jul 1, 2019	PLSAX vs BSPGX
SWPPX	Schwab S&P 500 Index Fund	0.02%	May 19, 1997	PLSAX vs SWPPX
FXAIX	Fidelity 500 Index Fund	0.02%	Feb 17, 1988	PLSAX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	0.03%	Jul 30, 1993	PLSAX vs WFSPX
BSPIX	iShares S&P 500 Index Fund Institutional Class	0.10%	Apr 28, 1993	PLSAX vs BSPIX

Best Risk-Adjusted Alternatives to PLSAX

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
PUTW	WisdomTree Equity Premium Income Fund	72	Feb 24, 2016	PLSAX vs PUTW
SWPPX	Schwab S&P 500 Index Fund	46	May 19, 1997	PLSAX vs SWPPX
FXAIX	Fidelity 500 Index Fund	46	Feb 17, 1988	PLSAX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	46	Jul 30, 1993	PLSAX vs WFSPX
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	45	Sep 30, 1993	PLSAX vs DSPIX

Top Performing PLSAX Alternatives (YTD)

PLSAX alternatives from the S&P 500 category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	0.17%	Sep 10, 2017	PLSAX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	-1.41%	Jul 28, 1997	PLSAX vs VADDX
PUTW	WisdomTree Equity Premium Income Fund	-1.66%	Feb 24, 2016	PLSAX vs PUTW
FXAIX	Fidelity 500 Index Fund	-7.05%	Feb 17, 1988	PLSAX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	-7.06%	Jul 30, 1993	PLSAX vs WFSPX

Lowest Volatility Alternatives to PLSAX

PLSAX alternatives from the S&P 500 category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	14.28%	Sep 10, 2017	PLSAX vs KNGLX
PUTW	WisdomTree Equity Premium Income Fund	14.33%	Feb 24, 2016	PLSAX vs PUTW
BXMX	Nuveen S&P 500 Buy-Write Income Fund	16.43%	Nov 25, 2004	PLSAX vs BXMX
VADDX	Invesco Equally-Weighted S&P 500 Fund	17.17%	Jul 28, 1997	PLSAX vs VADDX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	17.85%	Mar 1, 2001	PLSAX vs PLFIX

Lowest Drawdown Alternatives to PLSAX

PLSAX alternatives from the S&P 500 category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
PUTW	WisdomTree Equity Premium Income Fund	-9.90%	Feb 24, 2016	PLSAX vs PUTW
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	-10.91%	Sep 10, 2017	PLSAX vs KNGLX
BXMX	Nuveen S&P 500 Buy-Write Income Fund	-11.42%	Nov 25, 2004	PLSAX vs BXMX
SWPPX	Schwab S&P 500 Index Fund	-12.10%	May 19, 1997	PLSAX vs SWPPX
WFSPX	iShares S&P 500 Index Fund	-12.11%	Jul 30, 1993	PLSAX vs WFSPX

Other Mutual Funds from Principal Funds

Most popular Principal Funds mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
PMAQX	Principal MidCap R6	Mid Cap Growth Equities	1	-12.93%	Nov 22, 2016	PLSAX vs PMAQX
PLZTX	Principal LifeTime Hybrid 2030 Fund R-6	Target Retirement Date	65	-2.64%	Sep 30, 2014	PLSAX vs PLZTX
PGDIX	Principal Diversified Income Fund	Multisector Bonds	27	-2.19%	Dec 14, 2008	PLSAX vs PGDIX
CMPGX	Principal Government & High Quality Bond Fund	Government Bonds	49	-0.30%	May 3, 1984	PLSAX vs CMPGX
PDSYX	Principal Diversified Select Real Asset Fund	Global Allocation	86	3.24%	Jul 2, 2019	PLSAX vs PDSYX

Often Compared With PLSAX

What investors most often compare with PLSAX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	PLSAX vs VOO
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	65	-4.01%	Jun 27, 2016	PLSAX vs VTI
MEIKX	MFS Value Fund	Large Cap Value Equities	29	-0.52%	May 1, 2006	PLSAX vs MEIKX
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	PLSAX vs SPY
RPMGX	T. Rowe Price Mid-Cap Growth Fund	Mid Cap Growth Equities	25	-6.67%	Jun 30, 1992	PLSAX vs RPMGX
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	44	-6.94%	Apr 2, 1991	PLSAX vs SNXFX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	17	-11.67%	Feb 28, 1992	PLSAX vs OLGAX
USMC	Principal U.S. Mega-Cap ETF	Large Cap Growth Equities	50	-6.05%	Oct 12, 2017	PLSAX vs USMC
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	69	-5.93%	Mar 10, 1999	PLSAX vs QQQ
PLFMX	Principal LargeCap S&P 500 Index Fund	S&P 500	42	-7.21%	Dec 6, 2000	PLSAX vs PLFMX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	45	-7.09%	Dec 18, 2013	PLSAX vs SPINX
MSXAX	NYLI S&P 500 Index Class A	S&P 500	41	-7.16%	Jan 2, 2004	PLSAX vs MSXAX
TRSPX	Nuveen S&P 500 Index Fund Retirement Class	S&P 500	40	-7.12%	Oct 1, 2002	PLSAX vs TRSPX
SPIDX	Invesco S&P 500 Index Fund	S&P 500	42	-7.13%	Sep 26, 1997	PLSAX vs SPIDX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	9	-9.14%	Nov 23, 2005	PLSAX vs SPXX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	46	-6.75%	Nov 13, 2000	PLSAX vs VTSAX

Compare PLSAX with Any Fund or Stock

Compare PLSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Principal LargeCap S&P 500 Index Fund Class A

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