Principal MidCap S&P 400 Index Fund (PMFMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PMFMX
PMFMX charges 0.73% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among PMFMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | PMFMX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | PMFMX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | PMFMX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | PMFMX vs VEMPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | PMFMX vs VMCIX |
Best Risk-Adjusted Alternatives to PMFMX
Among mutual funds in the Mid Cap Blend 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | PMFMX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | PMFMX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | PMFMX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | PMFMX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | PMFMX vs BIGTX |
Top Performing PMFMX Alternatives (YTD)
PMFMX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | PMFMX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | PMFMX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | PMFMX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | PMFMX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | PMFMX vs FTSIX |
Lowest Volatility Alternatives to PMFMX
PMFMX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | PMFMX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | PMFMX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | PMFMX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | PMFMX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | PMFMX vs GABVX |
Lowest Drawdown Alternatives to PMFMX
PMFMX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | PMFMX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | PMFMX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | PMFMX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | PMFMX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | PMFMX vs KMVAX |
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 | PMFMX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | -14.91% | Dec 6, 2000 | PMFMX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 36 | -6.68% | Nov 24, 1986 | PMFMX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -15.72% | Jun 14, 2012 | PMFMX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 94 | 0.60% | Oct 23, 2011 | PMFMX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 45 | -3.93% | Jul 24, 1996 | PMFMX vs SACAX | |
| Principal Small-MidCap Dividend Income Fund | Mid Cap Value Equities | 32 | 1.44% | Jun 6, 2011 | PMFMX vs PMDIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 54 | -0.22% | May 31, 1939 | PMFMX vs PQIAX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 57 | -4.53% | Sep 29, 2014 | PMFMX vs PLTNX | |
| Principal Global Real Estate Securities Fund | REIT | 15 | -0.73% | Sep 30, 2007 | PMFMX vs POSIX |
Often Compared With PMFMX
What investors most often compare with PMFMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | PMFMX vs FXAIX | |
| S&P 400 Index | 60 | 2.15% | — | PMFMX vs ^SP400 | ||
| State Street SPDR S&P 500 UCITS ETF | S&P 500 | 64 | -6.38% | Aug 1, 2025 | PMFMX vs SPY5.L | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | PMFMX vs QQQ | |
| Vanguard Growth ETF | Large Cap Growth Equities | 50 | -10.37% | Nov 13, 2000 | PMFMX vs VUG | |
| Destinations Small-Mid Cap Equity Fund | Mid Cap Blend Equities | 64 | 0.28% | Mar 20, 2017 | PMFMX vs DSMFX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | Mid Cap Blend Equities | 49 | 2.68% | Aug 12, 2015 | PMFMX vs FZFLX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | -6.46% | Jul 21, 1983 | PMFMX vs GTSGX | |
| Principal Tax-Exempt Bond Fund | Municipal Bonds | 39 | -1.06% | Jan 2, 1977 | PMFMX vs PTEAX |
Compare PMFMX with Any Fund or Stock
Compare PMFMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.