Principal MidCap Fund Institutional Class (PCBIX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PCBIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PCBIX
PCBIX charges 0.67% annually. There are 29 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | PCBIX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | PCBIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | PCBIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 34.80B | Sep 2011 | PCBIX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | PCBIX vs VMFGX |
Best Risk-Adjusted Alternatives to PCBIX
PCBIX has a PortfoliosLab risk / return rank of 1. There are 153 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 84 | 32.70B | Aug 1995 | PCBIX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 78 | — | Nov 2004 | PCBIX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 76 | — | Jun 1998 | PCBIX vs MGOYX | |
| USAA Extended Market Index Fund | 66 | — | Oct 2000 | PCBIX vs USMIX | |
| Timothy Plan Aggressive Growth Fund | 66 | — | Oct 2000 | PCBIX vs TAAGX |
Top Performing PCBIX Alternatives (YTD)
PCBIX is at -3.74% YTD. There are 151 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 34.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 34.81% | — | Dec 2016 | PCBIX vs NEEIX | |
| Needham Growth Fund | 34.50% | — | Jan 1996 | PCBIX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 32.50% | — | May 2007 | PCBIX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 25.18% | — | Oct 2000 | PCBIX vs TAAGX | |
| Kinetics Paradigm Fund | 21.61% | — | Dec 1999 | PCBIX vs WWNPX |
Lowest Volatility Alternatives to PCBIX
PCBIX has 15.15% 1-year volatility. There are 22 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.18% | — | May 2021 | PCBIX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.41% | — | May 2010 | PCBIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.59% | — | Dec 1996 | PCBIX vs VSNGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.59% | — | Jul 1997 | PCBIX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.64% | — | Jul 1996 | PCBIX vs PMEGX |
Lowest Drawdown Alternatives to PCBIX
PCBIX has a 1-year max drawdown of -19.29%. There are 138 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -6.92%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | -6.92% | — | May 2021 | PCBIX vs BBMIX | |
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | PCBIX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | PCBIX vs VSNGX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | PCBIX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | PCBIX vs FAMVX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PLSAX, PLGIX, PMAQX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal LargeCap S&P 500 Index Fund Class A | S&P 500 | 60 | 9.18% | — | Feb 2001 | PCBIX vs PLSAX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 5 | -1.62% | — | Dec 2000 | PCBIX vs PLGIX | |
| Principal MidCap R6 | Mid Cap Growth Equities | 1 | -3.68% | — | Nov 2016 | PCBIX vs PMAQX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 49 | 8.75% | — | Feb 2008 | PCBIX vs LTFIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 42 | 8.06% | — | Nov 1986 | PCBIX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 2 | -2.47% | — | Jun 2012 | PCBIX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 97 | 5.75% | — | Oct 2011 | PCBIX vs PSMIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 49 | 7.81% | — | Feb 2008 | PCBIX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 49 | 6.90% | — | Feb 2001 | PCBIX vs PTDIX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 50 | 5.18% | — | Feb 2001 | PCBIX vs PMTIX |
Often Compared With PCBIX
Investors most often compare PCBIX with FBGRX, FCNTX, CMGIX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare PCBIX with Any Fund or Stock
Compare PCBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PCBIX with funds that move differently
Principal MidCap Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PCBIX.
Explore PCBIX Diversifiers