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 a closer substitute for your current allocation.
Cheapest Alternatives to PLVIX
PLVIX charges 0.70% annually. There are 120 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | PLVIX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | PLVIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | PLVIX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | PLVIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | PLVIX vs VVIAX |
Best Risk-Adjusted Alternatives to PLVIX
PLVIX has a PortfoliosLab risk / return rank of 48. There are 206 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | PLVIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | PLVIX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | PLVIX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | PLVIX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | PLVIX vs SABTX |
Top Performing PLVIX Alternatives (YTD)
PLVIX is at 9.86% YTD. There are 151 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | PLVIX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | PLVIX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | PLVIX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | PLVIX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | PLVIX vs PXTIX |
Lowest Volatility Alternatives to PLVIX
PLVIX has 11.29% 1-year volatility. There are 195 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | PLVIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | PLVIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | PLVIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | PLVIX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | PLVIX vs FLCCX |
Lowest Drawdown Alternatives to PLVIX
PLVIX has a 1-year max drawdown of -7.94%. There are 215 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | PLVIX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | PLVIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | PLVIX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | PLVIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | PLVIX vs SVAIX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, CMNWX 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 | PLVIX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 12 | 6.11% | — | Dec 2000 | PLVIX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 55 | 10.80% | — | Nov 1986 | PLVIX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 4 | 0.26% | — | Jun 2012 | PLVIX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 97 | 5.67% | — | Oct 2011 | PLVIX vs PSMIX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 49 | 9.67% | — | Feb 2008 | PLVIX vs LTFIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 58 | 11.70% | — | Jul 1996 | PLVIX vs SACAX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 56 | 15.97% | — | Dec 2000 | PLVIX vs PSSMX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 53 | 6.02% | — | Feb 2001 | PLVIX vs PMTIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 61 | 8.76% | — | May 1939 | PLVIX vs PQIAX |
Often Compared With PLVIX
Investors most often compare PLVIX with FDGRX, PLTNX, AUXFX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare PLVIX with Any Fund or Stock
Compare PLVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PLVIX with funds that move differently
Principal LargeCap Value Fund III alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLVIX.
Explore PLVIX Diversifiers