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 116 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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | PLVIX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | PLVIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | PLVIX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | PLVIX vs TILVX |
Best Risk-Adjusted Alternatives to PLVIX
PLVIX has a PortfoliosLab risk / return rank of 49. There are 238 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | PLVIX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | PLVIX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | PLVIX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | PLVIX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | PLVIX vs PKAIX |
Top Performing PLVIX Alternatives (YTD)
PLVIX is at 12.51% YTD. There are 133 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | PLVIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | PLVIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | PLVIX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | PLVIX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | PLVIX vs NFJEX |
Lowest Volatility Alternatives to PLVIX
PLVIX has 11.47% 1-year volatility. There are 180 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | PLVIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | PLVIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | PLVIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | PLVIX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | PLVIX vs TWEIX |
Lowest Drawdown Alternatives to PLVIX
PLVIX has a 1-year max drawdown of -7.94%. There are 212 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | PLVIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | PLVIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | PLVIX vs BUFBX | |
| 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 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 | PLVIX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 7 | 2.68% | — | Dec 2000 | PLVIX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 50 | 10.43% | — | Nov 1986 | PLVIX vs CMNWX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 42 | 8.98% | — | Feb 2008 | PLVIX vs LTFIX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -0.19% | — | Jun 2012 | PLVIX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.84% | — | Oct 2011 | PLVIX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 55 | 11.36% | — | Jul 1996 | PLVIX vs SACAX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 43 | 7.26% | — | Feb 2001 | PLVIX vs PTDIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 42 | 8.07% | — | Feb 2008 | PLVIX vs LTRIX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 45 | 5.53% | — | Feb 2001 | PLVIX vs PMTIX |
Often Compared With PLVIX
Investors most often compare PLVIX with FDGRX, PLTNX, HDCTX. These 20 comparison targets span 9 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