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 47. There are 51 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 90 | — | Mar 2002 | PMDIX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | PMDIX vs NAMAX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 86 | — | Aug 1998 | PMDIX vs NCBVX | |
| Delaware Opportunity Fund | 85 | — | Aug 1992 | PMDIX vs FIUSX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 85 | — | Nov 2001 | PMDIX vs SMVTX |
Top Performing PMDIX Alternatives (YTD)
PMDIX is at 16.87% YTD. There are 37 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 26.44% | — | Dec 1983 | PMDIX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 26.40% | — | Jul 1995 | PMDIX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 26.23% | — | Sep 1996 | PMDIX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 26.06% | — | Aug 1986 | PMDIX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 25.73% | — | Aug 2001 | PMDIX vs FVCSX |
Lowest Volatility Alternatives to PMDIX
PMDIX has 15.02% 1-year volatility. There are 69 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.53% | 36.60B | Sep 2011 | PMDIX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.54% | — | Aug 2006 | PMDIX vs VMVIX | |
| American Century Mid Cap Value Fund | 11.85% | 5.65B | Mar 2004 | PMDIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.87% | — | Mar 2004 | PMDIX vs ACLAX | |
| Principal MidCap Value Fund I | 11.87% | — | Dec 2003 | PMDIX vs PVMIX |
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 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 | PMDIX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 7 | 2.74% | — | Dec 2000 | PMDIX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 50 | 10.49% | — | Nov 1986 | PMDIX vs CMNWX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 42 | 9.10% | — | Feb 2008 | PMDIX vs LTFIX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -1.15% | — | Jun 2012 | PMDIX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.67% | — | Oct 2011 | PMDIX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 54 | 11.40% | — | Jul 1996 | PMDIX vs SACAX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 44 | 5.60% | — | Feb 2001 | PMDIX vs PMTIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 42 | 8.20% | — | Feb 2008 | PMDIX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 42 | 7.32% | — | Feb 2001 | PMDIX vs PTDIX |
Often Compared With PMDIX
Investors most often compare PMDIX with FCNTX, FXAIX, PTEAX. These 20 comparison targets span 10 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