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 30 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% | 33.80B | 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 154 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | PCBIX vs NEEIX | |
| Needham Growth Fund | 93 | — | Jan 1996 | PCBIX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 92 | 31.20B | Aug 1995 | PCBIX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 92 | — | Oct 2000 | PCBIX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 86 | — | Nov 2004 | PCBIX vs POAGX |
Top Performing PCBIX Alternatives (YTD)
PCBIX is at -6.91% YTD. There are 153 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 65.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 65.52% | — | Dec 2016 | PCBIX vs NEEIX | |
| Needham Growth Fund | 65.21% | — | Jan 1996 | PCBIX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 42.04% | — | Oct 2000 | PCBIX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 30.42% | — | Jul 2019 | PCBIX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 28.52% | — | Nov 2000 | PCBIX vs OEGYX |
Lowest Volatility Alternatives to PCBIX
PCBIX has 14.67% 1-year volatility. There are 20 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.10% | — | May 2013 | PCBIX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.14% | — | May 2021 | PCBIX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | PCBIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | PCBIX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.31% | — | — | PCBIX vs RIPIX |
Lowest Drawdown Alternatives to PCBIX
PCBIX has a 1-year max drawdown of -19.29%. There are 140 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | PCBIX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | PCBIX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | PCBIX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | PCBIX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | PCBIX vs SECUX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PLGIX, CMNWX, PBCKX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | 1.06% | — | Dec 2000 | PCBIX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 49 | 8.97% | — | Nov 1986 | PCBIX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -5.15% | — | Jun 2012 | PCBIX vs PBCKX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 46 | 8.64% | — | Feb 2008 | PCBIX vs LTFIX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.41% | — | Oct 2011 | PCBIX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 58 | 11.18% | — | Jul 1996 | PCBIX vs SACAX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 46 | 7.81% | — | Feb 2008 | PCBIX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 46 | 6.96% | — | Feb 2001 | PCBIX vs PTDIX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 66 | 19.34% | — | Dec 2000 | PCBIX vs PSSMX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 48 | 5.32% | — | Feb 2001 | PCBIX vs PMTIX |
Often Compared With PCBIX
Investors most often compare PCBIX with FBGRX, FCNTX, PMEGX. These 20 comparison targets span 14 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