Principal SmallCap S&P 600 Index Fund (PSSMX) Alternatives
Principal SmallCap S&P 600 Index Fund (PSSMX) 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 PSSMX. 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 PSSMX
PSSMX charges 0.73% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among PSSMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | PSSMX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | PSSMX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | PSSMX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | PSSMX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | PSSMX vs VSMAX |
Best Risk-Adjusted Alternatives to PSSMX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | PSSMX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | PSSMX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | PSSMX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | PSSMX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | PSSMX vs PRSVX |
Top Performing PSSMX Alternatives (YTD)
PSSMX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | PSSMX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | PSSMX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | PSSMX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | PSSMX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | PSSMX vs RIVSX |
Lowest Volatility Alternatives to PSSMX
PSSMX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | PSSMX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | PSSMX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | PSSMX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | PSSMX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | PSSMX vs CSMDX |
Lowest Drawdown Alternatives to PSSMX
PSSMX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | PSSMX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | PSSMX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | PSSMX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | PSSMX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | PSSMX vs BOSOX |
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 | PSSMX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | -14.91% | Dec 6, 2000 | PSSMX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 36 | -6.68% | Nov 24, 1986 | PSSMX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -15.72% | Jun 14, 2012 | PSSMX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 94 | 0.60% | Oct 23, 2011 | PSSMX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 45 | -3.93% | Jul 24, 1996 | PSSMX vs SACAX | |
| Principal Small-MidCap Dividend Income Fund | Mid Cap Value Equities | 32 | 1.44% | Jun 6, 2011 | PSSMX vs PMDIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 54 | -0.22% | May 31, 1939 | PSSMX vs PQIAX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 57 | -4.53% | Sep 29, 2014 | PSSMX vs PLTNX | |
| Principal Global Real Estate Securities Fund | REIT | 15 | -0.73% | Sep 30, 2007 | PSSMX vs POSIX |
Often Compared With PSSMX
What investors most often compare with PSSMX, based on PortfoliosLab usage data.
Compare PSSMX with Any Fund or Stock
Compare PSSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.