Principal LargeCap Value Fund III (PLVIX) Alternatives
Principal LargeCap Value Fund III (PLVIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PLVIX. 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 PLVIX
PLVIX charges 0.70% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among PLVIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | PLVIX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | PLVIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | PLVIX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | PLVIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | PLVIX vs VVIAX |
Best Risk-Adjusted Alternatives to PLVIX
Among mutual funds in the Large Cap Value Equities 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | PLVIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | PLVIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | PLVIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | PLVIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | PLVIX vs VALAX |
Top Performing PLVIX Alternatives (YTD)
PLVIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | PLVIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | PLVIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | PLVIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | PLVIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | PLVIX vs HFCVX |
Lowest Volatility Alternatives to PLVIX
PLVIX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | PLVIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | PLVIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | PLVIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | PLVIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | PLVIX vs ACIIX |
Lowest Drawdown Alternatives to PLVIX
PLVIX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | PLVIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | PLVIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | PLVIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | PLVIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | PLVIX vs PSECX |
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 | PLVIX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | -14.91% | Dec 6, 2000 | PLVIX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 36 | -6.68% | Nov 24, 1986 | PLVIX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -15.72% | Jun 14, 2012 | PLVIX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 94 | 0.60% | Oct 23, 2011 | PLVIX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 45 | -3.93% | Jul 24, 1996 | PLVIX vs SACAX | |
| Principal Small-MidCap Dividend Income Fund | Mid Cap Value Equities | 32 | 1.44% | Jun 6, 2011 | PLVIX vs PMDIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 54 | -0.22% | May 31, 1939 | PLVIX vs PQIAX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 57 | -4.53% | Sep 29, 2014 | PLVIX vs PLTNX | |
| Principal Global Real Estate Securities Fund | REIT | 15 | -0.73% | Sep 30, 2007 | PLVIX vs POSIX |
Often Compared With PLVIX
What investors most often compare with PLVIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund | Large Cap Growth Equities | 61 | -6.86% | — | PLVIX vs FDGRX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 48 | -0.04% | Oct 1, 2002 | PLVIX vs TILVX | |
| Principal Tax-Exempt Bond Fund | Municipal Bonds | 39 | -1.06% | Jan 2, 1977 | PLVIX vs PTEAX |
Compare PLVIX with Any Fund or Stock
Compare PLVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.