Principal MidCap Value Fund I (PVMIX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PVMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PVMIX
PVMIX charges 0.69% annually. There are 20 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | PVMIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | PVMIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | PVMIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | PVMIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | PVMIX vs VMVIX |
Best Risk-Adjusted Alternatives to PVMIX
PVMIX has a PortfoliosLab risk / return rank of 52. There are 50 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 92 | — | Mar 2002 | PVMIX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 89 | — | Nov 2001 | PVMIX vs NAMAX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 87 | — | Aug 1998 | PVMIX vs NCBVX | |
| Delaware Opportunity Fund | 86 | — | Aug 1992 | PVMIX vs FIUSX | |
| Fidelity Mid Cap Value K6 Fund | 85 | — | May 2017 | PVMIX vs FCMVX |
Top Performing PVMIX Alternatives (YTD)
PVMIX is at 15.16% YTD. There are 47 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 26.40% | — | Dec 1983 | PVMIX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 26.38% | — | Jul 1995 | PVMIX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 26.18% | — | Sep 1996 | PVMIX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 26.04% | — | Aug 1986 | PVMIX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 25.70% | — | Aug 2001 | PVMIX vs FVCSX |
Lowest Volatility Alternatives to PVMIX
PVMIX has 11.85% 1-year volatility. There are 5 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.50% | 36.60B | Sep 2011 | PVMIX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.50% | — | Aug 2006 | PVMIX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.80% | — | Dec 2013 | PVMIX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.82% | 5.65B | Mar 2004 | PVMIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.84% | — | Mar 2004 | PVMIX vs ACLAX |
Lowest Drawdown Alternatives to PVMIX
PVMIX has a 1-year max drawdown of -7.37%. There are 12 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | PVMIX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | PVMIX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | PVMIX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | PVMIX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | PVMIX vs VMVAX |
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 | -4.98% | — | Dec 2000 | PVMIX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 7 | 2.18% | — | Dec 2000 | PVMIX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 51 | 10.22% | — | Nov 1986 | PVMIX vs CMNWX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 42 | 8.58% | — | Feb 2008 | PVMIX vs LTFIX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -1.58% | — | Jun 2012 | PVMIX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.84% | — | Oct 2011 | PVMIX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 55 | 10.97% | — | Jul 1996 | PVMIX vs SACAX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 45 | 5.25% | — | Feb 2001 | PVMIX vs PMTIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 42 | 7.68% | — | Feb 2008 | PVMIX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 43 | 6.90% | — | Feb 2001 | PVMIX vs PTDIX |
Often Compared With PVMIX
Investors most often compare PVMIX with FXAIX, FDRR, CIMDX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare PVMIX with Any Fund or Stock
Compare PVMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PVMIX with funds that move differently
Principal MidCap Value Fund I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PVMIX.
Explore PVMIX Diversifiers