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PMBCX Principal MidCap C

6 lower fee alternatives found

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Fund PMBCX Principal MidCap C JAENX Janus Enterprise T BUFTX Buffalo Discovery  
100% 88% 87%
Annual Fees
(1.71% Exp. Ratio)
(0.92% Exp. Ratio)
(1.02% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$30,735.50 $39,078.70 $37,912.61
Est. savings over 30 yrs +$8,343.21 +$7,177.11
As of 10/31/16
1 YR RETURN 3.39%
3 YR 7.00%
5 YR 13.23%
10 YR 8.68%
1 YR RETURN 6.05%
3 YR 9.57%
5 YR 13.74%
10 YR 9.25%
1 YR RETURN 4.33%
3 YR 8.35%
5 YR 13.76%
10 YR 9.71%
The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of purchase. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell Midcap® Index (as of December 31, 2015, this range was between approximately $383.0 million and $30.4 billion). The fund invests in foreign securities.
The investment seeks long-term growth of capital. The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50% of its equity assets in medium-sized companies. Medium-sized companies are those whose market capitalization falls within the range of companies in the Russell Midcap® Growth Index. Market capitalization is a commonly used measure of the size and value of a company. It may also invest in foreign securities, which may include investments in emerging markets.
The investment seeks long-term growth of capital. The fund principally invests in equity securities, consisting of domestic common stock, preferred stock, convertible securities, warrants and rights of companies whose securities may increase in value due to the development, advancement or commercial application of innovative strategies. The fund's investments in equity securities will consist primarily of domestic securities, it may invest up to 20% of its net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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