Principal International Small Company Fund (PISMX) belongs to the Foreign Small & Mid Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PISMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PISMX
PISMX charges 1.16% annually. There are 52 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | PISMX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | PISMX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | PISMX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 14.30B | Feb 2019 | PISMX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | — | Aug 2008 | PISMX vs DFVQX |
Best Risk-Adjusted Alternatives to PISMX
PISMX has a PortfoliosLab risk / return rank of 13. There are 57 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 91 | — | Sep 2021 | PISMX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 91 | — | Aug 2023 | PISMX vs HRIIX | |
| Virtus International Small-Cap Fund | 84 | — | Dec 1997 | PISMX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 72 | — | Jan 2021 | PISMX vs AVANX | |
| Avantis International Small Cap Value Fund Institu... | 71 | — | Dec 2019 | PISMX vs AVDVX |
Top Performing PISMX Alternatives (YTD)
PISMX is at 3.68% YTD. There are 82 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 34.51%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 34.51% | — | Sep 2021 | PISMX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 34.37% | — | Aug 2023 | PISMX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 24.74% | — | Nov 1993 | PISMX vs LZISX | |
| Calamos International Small Cap Growth Fund | 23.47% | — | Mar 2022 | PISMX vs CSGIX | |
| Artisan International Explorer Fund | 19.56% | — | May 2022 | PISMX vs ARHBX |
Lowest Volatility Alternatives to PISMX
PISMX has 15.55% 1-year volatility. There are 62 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.15% | — | Jun 2014 | PISMX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.30% | — | Jun 2012 | PISMX vs MIDLX | |
| MFS International New Discovery Fund | 12.33% | — | Oct 1997 | PISMX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.48% | — | Mar 2007 | PISMX vs HLMSX | |
| Brandes International Small Cap Equity Fund Class ... | 12.71% | — | Feb 2012 | PISMX vs BISMX |
Lowest Drawdown Alternatives to PISMX
PISMX has a 1-year max drawdown of -13.73%. There are 77 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | PISMX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | PISMX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | PISMX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | PISMX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | PISMX vs WISIX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, CMNWX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -4.18% | — | Dec 2000 | PISMX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 7 | 2.74% | — | Dec 2000 | PISMX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 50 | 10.49% | — | Nov 1986 | PISMX vs CMNWX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 42 | 9.10% | — | Feb 2008 | PISMX vs LTFIX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -1.15% | — | Jun 2012 | PISMX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.67% | — | Oct 2011 | PISMX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 54 | 11.40% | — | Jul 1996 | PISMX vs SACAX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 44 | 5.60% | — | Feb 2001 | PISMX vs PMTIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 42 | 8.20% | — | Feb 2008 | PISMX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 42 | 7.32% | — | Feb 2001 | PISMX vs PTDIX |
Often Compared With PISMX
Investors most often compare PISMX with PLTNX, PMDIX, FTISX. These 11 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare PISMX with Any Fund or Stock
Compare PISMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PISMX with funds that move differently
Principal International Small Company Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PISMX.
Explore PISMX Diversifiers