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 44 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 Plus S... | 0.03% | — | Dec 2010 | PSSMX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | PSSMX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | PSSMX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | PSSMX vs VSMAX |
Best Risk-Adjusted Alternatives to PSSMX
PSSMX has a PortfoliosLab risk / return rank of 66. There are 82 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | PSSMX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | PSSMX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | PSSMX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | PSSMX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | PSSMX vs RYOTX |
Top Performing PSSMX Alternatives (YTD)
PSSMX is at 19.34% YTD. There are 101 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | PSSMX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | PSSMX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | PSSMX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | PSSMX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | PSSMX vs HASCX |
Lowest Volatility Alternatives to PSSMX
PSSMX has 17.72% 1-year volatility. There are 57 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | PSSMX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | PSSMX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | PSSMX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | PSSMX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | PSSMX vs BOSOX |
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% | 2.90B | Apr 2006 | PSSMX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | PSSMX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | PSSMX 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 | -6.91% | — | Dec 2000 | PSSMX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | 1.06% | — | Dec 2000 | PSSMX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 49 | 8.97% | — | Nov 1986 | PSSMX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -5.15% | — | Jun 2012 | PSSMX vs PBCKX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 46 | 8.64% | — | Feb 2008 | PSSMX vs LTFIX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.41% | — | Oct 2011 | PSSMX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 58 | 11.18% | — | Jul 1996 | PSSMX vs SACAX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 46 | 7.81% | — | Feb 2008 | PSSMX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 46 | 6.96% | — | Feb 2001 | PSSMX vs PTDIX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 48 | 5.32% | — | Feb 2001 | PSSMX vs PMTIX |
Often Compared With PSSMX
Investors most often compare PSSMX with AVUV, VMVAX, SPSM. These 20 comparison targets span 10 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