Principal MidCap Fund (PMBMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PMBMX
PMBMX charges 1.15% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among PMBMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | PMBMX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | PMBMX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | PMBMX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | PMBMX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | PMBMX vs VMGMX |
Best Risk-Adjusted Alternatives to PMBMX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 92 | Oct 5, 2000 | PMBMX vs TAAGX | |
| Needham Growth Fund | 84 | Jan 2, 1996 | PMBMX vs NEEGX | |
| Calamos Timpani SMID Growth Fund | 78 | Jul 31, 2019 | PMBMX vs CTIGX | |
| Essex Environmental Opportunities Fund | 75 | Sep 1, 2017 | PMBMX vs EEOFX | |
| Baron Focused Growth Fund | 75 | Jun 30, 2008 | PMBMX vs BFGFX |
Top Performing PMBMX Alternatives (YTD)
PMBMX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 52.24% | May 4, 2007 | PMBMX vs LSHAX | |
| Kinetics Paradigm Fund | 38.76% | Dec 31, 1999 | PMBMX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 22.52% | Jan 31, 2006 | PMBMX vs KMKNX | |
| Kinetics Market Opportunities Fund | 22.43% | Jan 31, 2006 | PMBMX vs KMKAX | |
| Needham Growth Fund | 15.68% | Jan 2, 1996 | PMBMX vs NEEGX |
Lowest Volatility Alternatives to PMBMX
PMBMX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.84% | — | PMBMX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.98% | May 26, 2010 | PMBMX vs BQMGX | |
| Villere Equity Fund | 16.35% | May 31, 2013 | PMBMX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 17.00% | Mar 1, 1950 | PMBMX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.70% | Dec 31, 1996 | PMBMX vs VSNGX |
Lowest Drawdown Alternatives to PMBMX
PMBMX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund | -11.12% | Jun 12, 1987 | PMBMX vs BARAX | |
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | PMBMX vs BARIX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | PMBMX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | PMBMX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | PMBMX vs VLEQX |
Other Mutual Funds from Principal
Most popular Principal mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -11.07% | Dec 6, 2000 | PMBMX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 13 | -11.60% | Dec 6, 2000 | PMBMX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 49 | -3.89% | Nov 24, 1986 | PMBMX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 5 | -12.82% | Jun 14, 2012 | PMBMX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 95 | 1.37% | Oct 23, 2011 | PMBMX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 58 | -1.30% | Jul 24, 1996 | PMBMX vs SACAX | |
| Principal Small-MidCap Dividend Income Fund | Mid Cap Value Equities | 36 | 3.96% | Jun 6, 2011 | PMBMX vs PMDIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 58 | 1.77% | May 31, 1939 | PMBMX vs PQIAX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 68 | -1.70% | Sep 29, 2014 | PMBMX vs PLTNX | |
| Principal Global Real Estate Securities Fund | REIT | 16 | 1.15% | Sep 30, 2007 | PMBMX vs POSIX |
Often Compared With PMBMX
What investors most often compare with PMBMX, 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.