PMBMX vs. SMCWX
Compare and contrast key facts about Principal MidCap Fund (PMBMX) and American Funds SMALLCAP World Fund Class A (SMCWX).
PMBMX is managed by Principal. It was launched on Dec 6, 2000. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
PMBMX vs. SMCWX - Performance Comparison
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PMBMX vs. SMCWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMBMX Principal MidCap Fund | -11.17% | 1.16% | 23.38% | 25.36% | -23.52% | 24.63% | 17.69% | 49.09% | -7.28% | 24.73% |
SMCWX American Funds SMALLCAP World Fund Class A | -1.05% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
Returns By Period
In the year-to-date period, PMBMX achieves a -11.17% return, which is significantly lower than SMCWX's -1.05% return. Over the past 10 years, PMBMX has outperformed SMCWX with an annualized return of 11.26%, while SMCWX has yielded a comparatively lower 9.04% annualized return.
PMBMX
- 1D
- 2.16%
- 1M
- -7.75%
- YTD
- -11.17%
- 6M
- -13.90%
- 1Y
- -10.17%
- 3Y*
- 9.64%
- 5Y*
- 4.79%
- 10Y*
- 11.26%
SMCWX
- 1D
- 3.47%
- 1M
- -7.83%
- YTD
- -1.05%
- 6M
- 1.11%
- 1Y
- 20.45%
- 3Y*
- 8.86%
- 5Y*
- 0.17%
- 10Y*
- 9.04%
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PMBMX vs. SMCWX - Expense Ratio Comparison
PMBMX has a 1.15% expense ratio, which is higher than SMCWX's 1.02% expense ratio.
Return for Risk
PMBMX vs. SMCWX — Risk / Return Rank
PMBMX
SMCWX
PMBMX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Fund (PMBMX) and American Funds SMALLCAP World Fund Class A (SMCWX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PMBMX | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.53 | 1.17 | -1.70 |
Sortino ratioReturn per unit of downside risk | -0.64 | 1.72 | -2.36 |
Omega ratioGain probability vs. loss probability | 0.92 | 1.23 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | -0.53 | 1.66 | -2.19 |
Martin ratioReturn relative to average drawdown | -1.55 | 6.37 | -7.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PMBMX | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.53 | 1.17 | -1.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.01 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.51 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.57 | -0.01 |
Correlation
The correlation between PMBMX and SMCWX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PMBMX vs. SMCWX - Dividend Comparison
PMBMX's dividend yield for the trailing twelve months is around 7.22%, more than SMCWX's 4.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMBMX Principal MidCap Fund | 7.22% | 6.41% | 6.86% | 2.68% | 3.43% | 8.51% | 1.15% | 9.00% | 12.79% | 3.39% | 2.16% | 6.38% |
SMCWX American Funds SMALLCAP World Fund Class A | 4.90% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
Drawdowns
PMBMX vs. SMCWX - Drawdown Comparison
The maximum PMBMX drawdown since its inception was -50.69%, smaller than the maximum SMCWX drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for PMBMX and SMCWX.
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Drawdown Indicators
| PMBMX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.69% | -62.46% | +11.77% |
Max Drawdown (1Y)Largest decline over 1 year | -19.53% | -11.83% | -7.70% |
Max Drawdown (5Y)Largest decline over 5 years | -31.48% | -39.79% | +8.31% |
Max Drawdown (10Y)Largest decline over 10 years | -40.60% | -39.79% | -0.81% |
Current DrawdownCurrent decline from peak | -17.13% | -10.12% | -7.01% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -14.98% | +8.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.65% | 3.08% | +3.57% |
Volatility
PMBMX vs. SMCWX - Volatility Comparison
The current volatility for Principal MidCap Fund (PMBMX) is 5.25%, while American Funds SMALLCAP World Fund Class A (SMCWX) has a volatility of 7.62%. This indicates that PMBMX experiences smaller price fluctuations and is considered to be less risky than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PMBMX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 7.62% | -2.37% |
Volatility (6M)Calculated over the trailing 6-month period | 10.60% | 11.82% | -1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.40% | 17.93% | +0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.57% | 18.05% | +0.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.12% | 17.76% | +1.36% |