Commerce MidCap Growth Fund (CFAGX) Alternatives
Commerce MidCap Growth Fund (CFAGX) 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 CFAGX. 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 CFAGX
CFAGX charges 0.71% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among CFAGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | CFAGX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | CFAGX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | CFAGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | CFAGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | CFAGX vs VMGMX |
Best Risk-Adjusted Alternatives to CFAGX
Among mutual funds in the Mid Cap Growth 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | CFAGX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | CFAGX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | CFAGX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | CFAGX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | CFAGX vs BFGIX |
Top Performing CFAGX Alternatives (YTD)
CFAGX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | CFAGX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | CFAGX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | CFAGX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | CFAGX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | CFAGX vs NEEGX |
Lowest Volatility Alternatives to CFAGX
CFAGX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | CFAGX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | CFAGX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | CFAGX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | CFAGX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | CFAGX vs VSNGX |
Lowest Drawdown Alternatives to CFAGX
CFAGX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | CFAGX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | CFAGX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | CFAGX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | CFAGX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | CFAGX vs VLEQX |
Other Mutual Funds from Commerce
Most popular Commerce mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Commerce Growth Fund | Large Cap Growth Equities | 18 | -11.61% | Dec 12, 1994 | CFAGX vs CFGRX | |
| Commerce Value Fund | Large Cap Value Equities | 46 | 1.44% | Mar 3, 1997 | CFAGX vs CFVLX | |
| Commerce Bond Fund | Intermediate Core Bond | 52 | -0.57% | Dec 12, 1994 | CFAGX vs CFBNX | |
| Commerce Missouri Tax-Free Intermediate Bond Fund | Municipal Bonds | 51 | -0.96% | Feb 20, 1995 | CFAGX vs CFMOX | |
| Commerce National Tax-Free Intermediate Bond Fund | Municipal Bonds | 68 | -0.86% | Feb 20, 1995 | CFAGX vs CFNLX | |
| Commerce Short Term Government Fund | Government Bonds | 92 | -0.02% | Dec 11, 1994 | CFAGX vs CFSTX | |
| Commerce Kansas Tax-Free Intermediate Bond Fund | Municipal Bonds | 62 | -1.12% | Dec 25, 2000 | CFAGX vs KTXIX |
Often Compared With CFAGX
What investors most often compare with CFAGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | CFAGX vs VOO | |
| S&P 500 Index | 74 | -4.63% | — | CFAGX vs ^GSPC | ||
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | -2.83% | Oct 31, 2012 | CFAGX vs IMIDX |
Compare CFAGX with Any Fund or Stock
Compare CFAGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.