Principal MidCap Fund (PMBMX) 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 PMBMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PMBMX
PMBMX charges 1.15% annually. There are 127 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 | PMBMX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | PMBMX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | PMBMX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | PMBMX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | PMBMX vs VMFGX |
Best Risk-Adjusted Alternatives to PMBMX
PMBMX has a PortfoliosLab risk / return rank of 1. There are 158 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 81.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 81 | 31.20B | Aug 1995 | PMBMX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 78 | — | Oct 2000 | PMBMX vs TAAGX | |
| Needham Growth Fund Institutional Class | 76 | — | Dec 2016 | PMBMX vs NEEIX | |
| Victory Munder Mid-Cap Core Growth Fund | 71 | — | Jun 1998 | PMBMX vs MGOYX | |
| Needham Growth Fund | 68 | — | Jan 1996 | PMBMX vs NEEGX |
Top Performing PMBMX Alternatives (YTD)
PMBMX is at -4.66% YTD. There are 155 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 44.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 44.89% | — | Dec 2016 | PMBMX vs NEEIX | |
| Needham Growth Fund | 40.35% | — | Jan 1996 | PMBMX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 37.54% | — | May 2007 | PMBMX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 28.73% | — | Oct 2000 | PMBMX vs TAAGX | |
| Kinetics Paradigm Fund | 26.16% | — | Dec 1999 | PMBMX vs WWNPX |
Lowest Volatility Alternatives to PMBMX
PMBMX has 14.71% 1-year volatility. There are 18 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.68%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.68% | — | May 2021 | PMBMX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.31% | — | May 2010 | PMBMX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.69% | — | Dec 1996 | PMBMX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.46% | — | Mar 1950 | PMBMX vs VLIFX | |
| Sparrow Growth Fund | 13.52% | — | Oct 1998 | PMBMX vs SGFFX |
Lowest Drawdown Alternatives to PMBMX
PMBMX has a 1-year max drawdown of -19.53%. 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 | PMBMX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | PMBMX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | PMBMX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | PMBMX vs SECUX | |
| Timothy Plan Aggressive Growth Fund | -9.37% | — | Oct 2000 | PMBMX vs TAAGX |
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 | -3.18% | — | Dec 2000 | PMBMX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 5 | 0.75% | — | Dec 2000 | PMBMX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 44 | 9.80% | — | Nov 1986 | PMBMX vs CMNWX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 39 | 8.58% | — | Feb 2008 | PMBMX vs LTFIX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -0.81% | — | Jun 2012 | PMBMX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.67% | — | Oct 2011 | PMBMX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 50 | 10.88% | — | Jul 1996 | PMBMX vs SACAX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 40 | 6.96% | — | Feb 2001 | PMBMX vs PTDIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 40 | 7.74% | — | Feb 2008 | PMBMX vs LTRIX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 43 | 5.32% | — | Feb 2001 | PMBMX vs PMTIX |
Often Compared With PMBMX
Investors most often compare PMBMX with FSMDX, VIG, ONEQ. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare PMBMX with Any Fund or Stock
Compare PMBMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PMBMX with funds that move differently
Principal MidCap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PMBMX.
Explore PMBMX Diversifiers