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 a closer substitute for your current allocation.
Cheapest Alternatives to PSSMX
PSSMX charges 0.73% annually. There are 45 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 | PSSMX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | PSSMX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | PSSMX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | PSSMX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | PSSMX vs TISBX |
Best Risk-Adjusted Alternatives to PSSMX
PSSMX has a PortfoliosLab risk / return rank of 82. There are 39 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | PSSMX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | PSSMX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | PSSMX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | PSSMX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | PSSMX vs AUERX |
Top Performing PSSMX Alternatives (YTD)
PSSMX is at 21.15% YTD. There are 42 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 33.64% | — | Dec 2007 | PSSMX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | PSSMX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | PSSMX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | PSSMX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | PSSMX vs WESCX |
Lowest Volatility Alternatives to PSSMX
PSSMX has 17.41% 1-year volatility. There are 55 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.40% | — | Feb 2017 | PSSMX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | PSSMX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | PSSMX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | PSSMX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | PSSMX vs FTHNX |
Lowest Drawdown Alternatives to PSSMX
PSSMX has a 1-year max drawdown of -8.76%. There are 17 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 | PSSMX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | PSSMX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | PSSMX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | PSSMX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | PSSMX vs BIAUX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLSAX, PLGIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -3.74% | — | Dec 2000 | PSSMX vs PCBIX | |
| Principal LargeCap S&P 500 Index Fund Class A | S&P 500 | 60 | 9.18% | — | Feb 2001 | PSSMX vs PLSAX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 5 | -1.62% | — | Dec 2000 | PSSMX vs PLGIX | |
| Principal MidCap R6 | Mid Cap Growth Equities | 1 | -3.68% | — | Nov 2016 | PSSMX vs PMAQX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 49 | 8.75% | — | Feb 2008 | PSSMX vs LTFIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 42 | 8.06% | — | Nov 1986 | PSSMX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 2 | -2.47% | — | Jun 2012 | PSSMX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 97 | 5.75% | — | Oct 2011 | PSSMX vs PSMIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 49 | 7.81% | — | Feb 2008 | PSSMX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 49 | 6.90% | — | Feb 2001 | PSSMX vs PTDIX |
Often Compared With PSSMX
Investors most often compare PSSMX with AVUV, VMVAX, SPSM. These 20 comparison targets span 13 categories, 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.
Pair PSSMX with funds that move differently
Principal SmallCap S&P 600 Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PSSMX.
Explore PSSMX Diversifiers