Azzad Ethical Fund (ADJEX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ADJEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ADJEX
ADJEX charges 0.99% annually. There are 84 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | ADJEX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | ADJEX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | ADJEX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | ADJEX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | ADJEX vs VMFGX |
Best Risk-Adjusted Alternatives to ADJEX
ADJEX has a PortfoliosLab risk / return rank of 8. There are 86 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | ADJEX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | ADJEX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | ADJEX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | ADJEX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | ADJEX vs POAGX |
Top Performing ADJEX Alternatives (YTD)
ADJEX is at 10.44% YTD. There are 62 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | ADJEX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | ADJEX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | ADJEX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | ADJEX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | ADJEX vs POAGX |
Lowest Volatility Alternatives to ADJEX
ADJEX has 18.43% 1-year volatility. There are 86 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.72% | — | May 2021 | ADJEX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | ADJEX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | ADJEX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | ADJEX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | ADJEX vs VLIFX |
Lowest Drawdown Alternatives to ADJEX
ADJEX has a 1-year max drawdown of -14.38%. There are 86 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | ADJEX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | ADJEX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | ADJEX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | ADJEX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | ADJEX vs SECUX |
Other Mutual Funds from Azzad Fund
The 1 most viewed Azzad Fund mutual funds shown here include WISEX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Azzad Wise Capital Fund | Short-Term Bond | 67 | 0.82% | — | Apr 2010 | ADJEX vs WISEX |
Often Compared With ADJEX
Investors most often compare ADJEX with AMANX, AMAGX, IMANX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare ADJEX with Any Fund or Stock
Compare ADJEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ADJEX with funds that move differently
Azzad Ethical Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ADJEX.
Explore ADJEX Diversifiers