Principal Small-MidCap Dividend Income Fund (PMDIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PMDIX
PMDIX charges 0.85% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among PMDIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | PMDIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | PMDIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | PMDIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | PMDIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | PMDIX vs VMVIX |
Best Risk-Adjusted Alternatives to PMDIX
Among mutual funds in the Mid Cap Value 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 | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | PMDIX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | PMDIX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | PMDIX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | PMDIX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | PMDIX vs VVOAX |
Top Performing PMDIX Alternatives (YTD)
PMDIX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | PMDIX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | PMDIX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | PMDIX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | PMDIX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | PMDIX vs HWMIX |
Lowest Volatility Alternatives to PMDIX
PMDIX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | PMDIX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | PMDIX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | PMDIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | PMDIX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | PMDIX vs RSVAX |
Lowest Drawdown Alternatives to PMDIX
PMDIX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | PMDIX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | PMDIX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | PMDIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | PMDIX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | PMDIX vs CISMX |
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 | -12.96% | Dec 6, 2000 | PMDIX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | -14.91% | Dec 6, 2000 | PMDIX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 36 | -6.68% | Nov 24, 1986 | PMDIX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -15.72% | Jun 14, 2012 | PMDIX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 94 | 0.60% | Oct 23, 2011 | PMDIX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 45 | -3.93% | Jul 24, 1996 | PMDIX vs SACAX | |
| Principal Equity Income Fund | Large Cap Value Equities | 54 | -0.22% | May 31, 1939 | PMDIX vs PQIAX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 57 | -4.53% | Sep 29, 2014 | PMDIX vs PLTNX | |
| Principal Global Real Estate Securities Fund | REIT | 15 | -0.73% | Sep 30, 2007 | PMDIX vs POSIX | |
| Principal Tax-Exempt Bond Fund | Municipal Bonds | 39 | -1.06% | Jan 2, 1977 | PMDIX vs PTEAX |
Often Compared With PMDIX
What investors most often compare with PMDIX, 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.