Principal Small-MidCap Dividend Income Fund (PMDIX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PMDIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PMDIX
PMDIX charges 0.85% annually. There are 40 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | PMDIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | PMDIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | PMDIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | PMDIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | PMDIX vs VMVIX |
Best Risk-Adjusted Alternatives to PMDIX
PMDIX has a PortfoliosLab risk / return rank of 53. There are 46 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 92 | — | Nov 2001 | PMDIX vs SMVTX | |
| Harbor Mid Cap Value Fund | 88 | — | Mar 2002 | PMDIX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | PMDIX vs NAMAX | |
| Delaware Opportunity Fund | 87 | — | Aug 1992 | PMDIX vs FIUSX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 85 | — | Aug 1998 | PMDIX vs NCBVX |
Top Performing PMDIX Alternatives (YTD)
PMDIX is at 17.23% YTD. There are 33 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 25.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 25.14% | — | Nov 2001 | PMDIX vs SMVTX | |
| Invesco V.I. American Value Fund | 24.46% | — | Jan 1997 | PMDIX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.28% | — | Mar 2005 | PMDIX vs VVOIX | |
| Fidelity Value Strategies Fund | 24.18% | — | Dec 1983 | PMDIX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 24.15% | — | Jul 1995 | PMDIX vs FASOX |
Lowest Volatility Alternatives to PMDIX
PMDIX has 15.03% 1-year volatility. There are 68 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.64% | 36.60B | Sep 2011 | PMDIX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.65% | — | Aug 2006 | PMDIX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.66% | — | Dec 2013 | PMDIX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.98% | 5.65B | Mar 2004 | PMDIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 12.00% | — | Mar 2004 | PMDIX vs ACLAX |
Lowest Drawdown Alternatives to PMDIX
PMDIX has a 1-year max drawdown of -10.55%. There are 97 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | PMDIX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | PMDIX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | PMDIX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | PMDIX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | PMDIX vs VMVAX |
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 | -6.91% | — | Dec 2000 | PMDIX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | 1.06% | — | Dec 2000 | PMDIX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 49 | 8.97% | — | Nov 1986 | PMDIX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -5.15% | — | Jun 2012 | PMDIX vs PBCKX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 46 | 8.64% | — | Feb 2008 | PMDIX vs LTFIX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.41% | — | Oct 2011 | PMDIX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 58 | 11.18% | — | Jul 1996 | PMDIX vs SACAX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 46 | 7.81% | — | Feb 2008 | PMDIX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 46 | 6.96% | — | Feb 2001 | PMDIX vs PTDIX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 66 | 19.34% | — | Dec 2000 | PMDIX vs PSSMX |
Often Compared With PMDIX
Investors most often compare PMDIX with FXAIX, FCNTX, PEY. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare PMDIX with Any Fund or Stock
Compare PMDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PMDIX with funds that move differently
Principal Small-MidCap Dividend Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PMDIX.
Explore PMDIX Diversifiers