Principal MidCap S&P 400 Index Fund (PMFMX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PMFMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PMFMX
PMFMX charges 0.73% annually. There are 38 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | PMFMX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | PMFMX vs VMCIX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | PMFMX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | PMFMX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | PMFMX vs VEMPX |
Best Risk-Adjusted Alternatives to PMFMX
PMFMX has a PortfoliosLab risk / return rank of 40. There are 74 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 90 | — | Jan 2005 | PMFMX vs PFSLX | |
| Vanguard Strategic Equity Fund | 86 | 11.50B | Aug 1995 | PMFMX vs VSEQX | |
| Gotham Enhanced Return Fund | 84 | — | May 2013 | PMFMX vs GENIX | |
| Hartford Schroders US MidCap Opportunities Fund | 81 | — | Mar 2006 | PMFMX vs SMDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | PMFMX vs FZAMX |
Top Performing PMFMX Alternatives (YTD)
PMFMX is at 14.68% YTD. There are 77 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 39.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 39.46% | — | Jan 2005 | PMFMX vs PFSLX | |
| 13D Activist Fund | 31.30% | — | Dec 2011 | PMFMX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 29.91% | — | Aug 2015 | PMFMX vs FZFLX | |
| Hodges Fund | 26.73% | — | Oct 1992 | PMFMX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.30% | — | Aug 2013 | PMFMX vs FZAMX |
Lowest Volatility Alternatives to PMFMX
PMFMX has 15.67% 1-year volatility. There are 57 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.68%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.68% | — | Dec 2002 | PMFMX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | PMFMX vs TLVAX | |
| Boston Trust Midcap Fund | 11.77% | — | — | PMFMX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.89% | — | Aug 2011 | PMFMX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | PMFMX vs RSINX |
Lowest Drawdown Alternatives to PMFMX
PMFMX has a 1-year max drawdown of -8.89%. There are 47 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | PMFMX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | PMFMX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | PMFMX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | PMFMX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | PMFMX vs DNLDX |
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 | -4.98% | — | Dec 2000 | PMFMX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 7 | 2.18% | — | Dec 2000 | PMFMX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 51 | 10.22% | — | Nov 1986 | PMFMX vs CMNWX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 42 | 8.58% | — | Feb 2008 | PMFMX vs LTFIX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -1.58% | — | Jun 2012 | PMFMX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.84% | — | Oct 2011 | PMFMX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 55 | 10.97% | — | Jul 1996 | PMFMX vs SACAX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 45 | 5.25% | — | Feb 2001 | PMFMX vs PMTIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 42 | 7.68% | — | Feb 2008 | PMFMX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 43 | 6.90% | — | Feb 2001 | PMFMX vs PTDIX |
Often Compared With PMFMX
Investors most often compare PMFMX with ^SP400, FXAIX, QQQ. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare PMFMX with Any Fund or Stock
Compare PMFMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PMFMX with funds that move differently
Principal MidCap S&P 400 Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PMFMX.
Explore PMFMX Diversifiers