Aquila Opportunity Growth Fund (ATGAX) belongs to the Mid 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 ATGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ATGAX
ATGAX charges 1.50% annually. There are 114 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | ATGAX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | ATGAX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | ATGAX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | ATGAX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 218.80B | May 1998 | ATGAX vs VMCIX |
Best Risk-Adjusted Alternatives to ATGAX
Among 129 mutual funds in the Mid Cap Blend Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | ATGAX vs PFSLX | |
| Vanguard Strategic Equity Fund | 82 | 11.50B | Aug 1995 | ATGAX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 82 | — | Aug 2013 | ATGAX vs FZAMX | |
| Destinations Small-Mid Cap Equity Fund | 81 | — | Mar 2017 | ATGAX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class I | 81 | — | Aug 2004 | ATGAX vs FIIMX |
Top Performing ATGAX Alternatives (YTD)
Among 129 mutual funds in the Mid Cap Blend Equities category with YTD return data, the top-performing alternatives shown here go as high as 45.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 45.46% | — | Jan 2005 | ATGAX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 35.27% | — | Aug 2015 | ATGAX vs FZFLX | |
| Hodges Fund | 32.70% | — | Oct 1992 | ATGAX vs HDPMX | |
| 13D Activist Fund | 27.51% | — | Dec 2011 | ATGAX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 25.16% | — | Aug 2013 | ATGAX vs FZAMX |
Lowest Volatility Alternatives to ATGAX
ATGAX has 19.52% 1-year volatility. There are 111 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.81% | — | Dec 2002 | ATGAX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.80% | — | Jul 1999 | ATGAX vs TLVAX | |
| Boston Trust Midcap Fund | 11.90% | — | — | ATGAX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.02% | — | Aug 2011 | ATGAX vs WAMFX | |
| Victory RS Investors Fund | 12.09% | — | Nov 2005 | ATGAX vs RSINX |
Lowest Drawdown Alternatives to ATGAX
Among 129 mutual funds in the Mid Cap Blend Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | ATGAX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | ATGAX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | ATGAX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | ATGAX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | ATGAX vs DNLDX |
Other Mutual Funds from Aquila
The 6 most viewed Aquila mutual funds shown here include UTAHX, ATPYX, AZTFX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Aquila Tax-Free Fund For Utah | Municipal Bonds | 77 | 1.92% | — | Jul 1992 | ATGAX vs UTAHX | |
| Aquila High Income Fund | High Yield Bonds | — | — | — | Jun 2006 | ATGAX vs ATPYX | |
| Aquila Tax Free Trust of Arizona Fund | Municipal Bonds | 72 | 1.59% | — | Mar 1986 | ATGAX vs AZTFX | |
| Aquila Tax-Free Fund of Colorado | Municipal Bonds | 73 | 1.81% | — | May 1987 | ATGAX vs COTFX | |
| Hawaiian Tax Free Trust | Municipal Bonds | 69 | 1.27% | — | Feb 1985 | ATGAX vs HULAX | |
| Aquila Tax-Free Trust of Oregon | Municipal Bonds | 73 | 1.39% | — | Jun 1986 | ATGAX vs ORTFX |
Often Compared With ATGAX
Investors most often compare ATGAX with FIICX, FIIAX, UMBMX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare ATGAX with Any Fund or Stock
Compare ATGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ATGAX with funds that move differently
Aquila Opportunity Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ATGAX.
Explore ATGAX Diversifiers