The Texas Fund (BIGTX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BIGTX
BIGTX charges 1.67% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among BIGTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | BIGTX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | BIGTX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | BIGTX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | BIGTX vs VEMPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | BIGTX vs SWMCX |
Best Risk-Adjusted Alternatives to BIGTX
Among mutual funds in the Mid Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 93 | — | BIGTX vs MISIX | |
| Paradigm Select Fund | 86 | Jan 3, 2005 | BIGTX vs PFSLX | |
| Tarkio Fund | 82 | Jun 28, 2011 | BIGTX vs TARKX | |
| Gabelli Value 25 Fund | 82 | Sep 29, 1989 | BIGTX vs GABVX | |
| Carillon Scout Mid Cap Fund | 73 | Oct 31, 2006 | BIGTX vs UMBMX |
Top Performing BIGTX Alternatives (YTD)
BIGTX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Paradigm Select Fund | 11.83% | Jan 3, 2005 | BIGTX vs PFSLX | |
| Ave Maria Value Fund | 9.67% | May 1, 2001 | BIGTX vs AVEMX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 7.81% | Aug 12, 2015 | BIGTX vs FZFLX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 6.17% | Dec 26, 2018 | BIGTX vs FTSIX | |
| Quantified Common Ground Fund | 5.59% | Dec 26, 2019 | BIGTX vs QCGDX |
Lowest Volatility Alternatives to BIGTX
BIGTX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.74% | Dec 26, 2019 | BIGTX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | BIGTX vs LLSCX | |
| Victory RS Investors Fund | 15.83% | Nov 15, 2005 | BIGTX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.91% | Jul 14, 1999 | BIGTX vs TLVAX | |
| Gabelli Focused Growth and Income Fund | 16.07% | Dec 31, 2002 | BIGTX vs GWSAX |
Lowest Drawdown Alternatives to BIGTX
BIGTX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | BIGTX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | BIGTX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | BIGTX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | BIGTX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | BIGTX vs KMVAX |
Other Mutual Funds from Monteagle Funds
Most popular Monteagle Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Monteagle Select Value Fund | Mid Cap Value Equities | 46 | 0.87% | Mar 30, 1998 | BIGTX vs MVEIX | |
| Monteagle Opportunity Equity Fund | Mid Cap Blend Equities | 39 | 2.58% | Jun 10, 1998 | BIGTX vs HEQFX |
Often Compared With BIGTX
What investors most often compare with BIGTX, 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.