Principal MidCap Fund Class A (PEMGX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PEMGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PEMGX
PEMGX charges 0.91% annually. There are 64 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | PEMGX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | PEMGX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | PEMGX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | PEMGX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | PEMGX vs VEMPX |
Best Risk-Adjusted Alternatives to PEMGX
PEMGX has a PortfoliosLab risk / return rank of 1. There are 128 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 93 | — | Jan 2005 | PEMGX vs PFSLX | |
| Vanguard Strategic Equity Fund | 87 | 11.50B | Aug 1995 | PEMGX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 86 | — | Aug 2013 | PEMGX vs FZAMX | |
| Fidelity Advisor Mid Cap II Fund Class I | 86 | — | Aug 2004 | PEMGX vs FIIMX | |
| Fidelity Advisor Mid Cap II Fund Class A | 86 | — | Aug 2004 | PEMGX vs FIIAX |
Top Performing PEMGX Alternatives (YTD)
PEMGX is at -6.16% YTD. There are 128 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 48.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 48.77% | — | Jan 2005 | PEMGX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 36.16% | — | Aug 2015 | PEMGX vs FZFLX | |
| Hodges Fund | 31.24% | — | Oct 1992 | PEMGX vs HDPMX | |
| Tarkio Fund | 27.48% | — | Jun 2011 | PEMGX vs TARKX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 27.12% | — | Aug 2013 | PEMGX vs FZAMX |
Lowest Volatility Alternatives to PEMGX
PEMGX has 14.62% 1-year volatility. There are 38 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.86% | — | Dec 2002 | PEMGX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.82% | — | Jul 1999 | PEMGX vs TLVAX | |
| Boston Trust Midcap Fund | 11.89% | — | — | PEMGX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.00% | — | Aug 2011 | PEMGX vs WAMFX | |
| Victory RS Investors Fund | 12.07% | — | Nov 2005 | PEMGX vs RSINX |
Lowest Drawdown Alternatives to PEMGX
PEMGX has a 1-year max drawdown of -19.38%. There are 127 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | PEMGX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | PEMGX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | PEMGX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | PEMGX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | PEMGX vs DNLDX |
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 | -6.05% | — | Dec 2000 | PEMGX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 6 | -1.75% | — | Dec 2000 | PEMGX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 42 | 7.01% | — | Nov 1986 | PEMGX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 2 | -6.66% | — | Jun 2012 | PEMGX vs PBCKX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 41 | 7.15% | — | Feb 2008 | PEMGX vs LTFIX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 95 | 4.72% | — | Oct 2011 | PEMGX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 55 | 9.80% | — | Jul 1996 | PEMGX vs SACAX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 41 | 6.50% | — | Feb 2008 | PEMGX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 42 | 5.94% | — | Feb 2001 | PEMGX vs PTDIX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 80 | 21.77% | — | Dec 2000 | PEMGX vs PSSMX |
Often Compared With PEMGX
Investors most often compare PEMGX with PLTNX, QCGDX, DSMFX. These 14 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare PEMGX with Any Fund or Stock
Compare PEMGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PEMGX with funds that move differently
Principal MidCap Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PEMGX.
Explore PEMGX Diversifiers