The Texas Fund (BIGTX) 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 BIGTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BIGTX
BIGTX charges 1.67% annually. There are 119 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 | BIGTX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | BIGTX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | BIGTX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | BIGTX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | BIGTX vs FSMAX |
Best Risk-Adjusted Alternatives to BIGTX
BIGTX has a PortfoliosLab risk / return rank of 58. There are 31 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | BIGTX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | BIGTX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | BIGTX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | BIGTX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | BIGTX vs FZAMX |
Top Performing BIGTX Alternatives (YTD)
BIGTX is at 21.08% YTD. There are 13 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | BIGTX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | BIGTX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | BIGTX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | BIGTX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | BIGTX vs FZAMX |
Lowest Volatility Alternatives to BIGTX
BIGTX has 14.60% 1-year volatility. There are 35 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | BIGTX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | BIGTX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | BIGTX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | BIGTX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | BIGTX vs RSINX |
Lowest Drawdown Alternatives to BIGTX
BIGTX has a 1-year max drawdown of -8.07%. There are 13 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | BIGTX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | BIGTX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | BIGTX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | BIGTX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | BIGTX vs DNLDX |
Other Mutual Funds from Monteagle Funds
The 2 most viewed Monteagle Funds mutual funds shown here include MVEIX, HEQFX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Monteagle Select Value Fund | Mid Cap Value Equities | 56 | 12.73% | — | Mar 1998 | BIGTX vs MVEIX | |
| Monteagle Opportunity Equity Fund | Mid Cap Blend Equities | 38 | 11.63% | — | Jun 1998 | BIGTX vs HEQFX |
Often Compared With BIGTX
Investors most often compare BIGTX with AVEMX, IYW, FNKFX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare BIGTX with Any Fund or Stock
Compare BIGTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BIGTX with funds that move differently
The Texas Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BIGTX.
Explore BIGTX Diversifiers