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 117 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% | 13.00B | 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 | |
| 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 47. There are 218 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 | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | PLVIX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | PLVIX vs AVLVX |
Top Performing PLVIX Alternatives (YTD)
PLVIX is at 10.27% YTD. There are 143 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | PLVIX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | PLVIX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | PLVIX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | PLVIX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | PLVIX vs NPRTX |
Lowest Volatility Alternatives to PLVIX
PLVIX has 11.55% 1-year volatility. There are 188 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | PLVIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | PLVIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | PLVIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | PLVIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | PLVIX vs TMMAX |
Lowest Drawdown Alternatives to PLVIX
PLVIX has a 1-year max drawdown of -7.94%. There are 211 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 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -6.91% | — | Dec 2000 | PLVIX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | 1.06% | — | Dec 2000 | PLVIX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 49 | 8.97% | — | Nov 1986 | PLVIX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -5.15% | — | Jun 2012 | PLVIX vs PBCKX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 46 | 8.64% | — | Feb 2008 | PLVIX vs LTFIX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.41% | — | Oct 2011 | PLVIX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 58 | 11.18% | — | Jul 1996 | PLVIX vs SACAX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 46 | 7.81% | — | Feb 2008 | PLVIX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 46 | 6.96% | — | Feb 2001 | PLVIX vs PTDIX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 66 | 19.34% | — | Dec 2000 | PLVIX vs PSSMX |
Often Compared With PLVIX
Investors most often compare PLVIX with FDGRX, PLTNX, HDCTX. 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