Principal SmallCap Fund (PSBMX) belongs to the Small 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 PSBMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PSBMX
PSBMX charges 1.31% annually. There are 148 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | PSBMX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | PSBMX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | PSBMX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | PSBMX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | PSBMX vs VSMAX |
Best Risk-Adjusted Alternatives to PSBMX
PSBMX has a PortfoliosLab risk / return rank of 54. There are 97 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | PSBMX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | PSBMX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | PSBMX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | PSBMX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | PSBMX vs GQSCX |
Top Performing PSBMX Alternatives (YTD)
PSBMX is at 15.59% YTD. There are 141 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | PSBMX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | PSBMX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | PSBMX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | PSBMX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | PSBMX vs FTMSX |
Lowest Volatility Alternatives to PSBMX
PSBMX has 18.15% 1-year volatility. There are 90 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | PSBMX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | PSBMX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | PSBMX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | PSBMX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | PSBMX vs BOSOX |
Lowest Drawdown Alternatives to PSBMX
PSBMX has a 1-year max drawdown of -12.10%. There are 142 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | PSBMX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | PSBMX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | PSBMX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | PSBMX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | PSBMX vs SSCDX |
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 | PSBMX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 7 | 2.74% | — | Dec 2000 | PSBMX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 50 | 10.49% | — | Nov 1986 | PSBMX vs CMNWX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 42 | 9.10% | — | Feb 2008 | PSBMX vs LTFIX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -1.15% | — | Jun 2012 | PSBMX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.67% | — | Oct 2011 | PSBMX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 54 | 11.40% | — | Jul 1996 | PSBMX vs SACAX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 44 | 5.60% | — | Feb 2001 | PSBMX vs PMTIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 42 | 8.20% | — | Feb 2008 | PSBMX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 42 | 7.32% | — | Feb 2001 | PSBMX vs PTDIX |
Often Compared With PSBMX
Investors most often compare PSBMX with SEIM, PMDIX, TNVIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare PSBMX with Any Fund or Stock
Compare PSBMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PSBMX with funds that move differently
Principal SmallCap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PSBMX.
Explore PSBMX Diversifiers