Principal Equity Income Fund (PQIAX) Alternatives
Principal Equity Income Fund (PQIAX) 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 PQIAX. 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 PQIAX
PQIAX charges 0.86% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among PQIAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | PQIAX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | PQIAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | PQIAX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | PQIAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | PQIAX vs TILVX |
Best Risk-Adjusted Alternatives to PQIAX
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 | PQIAX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | PQIAX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | PQIAX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | PQIAX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | PQIAX vs VALAX |
Top Performing PQIAX Alternatives (YTD)
PQIAX 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 | PQIAX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | PQIAX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | PQIAX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | PQIAX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | PQIAX vs HFCVX |
Lowest Volatility Alternatives to PQIAX
PQIAX 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 | PQIAX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | PQIAX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | PQIAX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | PQIAX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | PQIAX vs ACIIX |
Lowest Drawdown Alternatives to PQIAX
PQIAX 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 | PQIAX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | PQIAX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | PQIAX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | PQIAX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | PQIAX 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 | PQIAX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | -14.91% | Dec 6, 2000 | PQIAX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 36 | -6.68% | Nov 24, 1986 | PQIAX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -15.72% | Jun 14, 2012 | PQIAX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 94 | 0.60% | Oct 23, 2011 | PQIAX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 45 | -3.93% | Jul 24, 1996 | PQIAX vs SACAX | |
| Principal Small-MidCap Dividend Income Fund | Mid Cap Value Equities | 32 | 1.44% | Jun 6, 2011 | PQIAX vs PMDIX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 57 | -4.53% | Sep 29, 2014 | PQIAX vs PLTNX | |
| Principal Global Real Estate Securities Fund | REIT | 15 | -0.73% | Sep 30, 2007 | PQIAX vs POSIX | |
| Principal Tax-Exempt Bond Fund | Municipal Bonds | 39 | -1.06% | Jan 2, 1977 | PQIAX vs PTEAX |
Often Compared With PQIAX
What investors most often compare with PQIAX, based on PortfoliosLab usage data.
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