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 a closer substitute for your current allocation.
Cheapest Alternatives to CFAGX
CFAGX charges 0.71% annually. There are 34 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 | CFAGX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | CFAGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | CFAGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | CFAGX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | CFAGX vs VMFGX |
Best Risk-Adjusted Alternatives to CFAGX
CFAGX has a PortfoliosLab risk / return rank of 4. There are 130 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 92 | — | Dec 2016 | CFAGX vs NEEIX | |
| Needham Growth Fund | 90 | — | Jan 1996 | CFAGX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 88 | 31.20B | Aug 1995 | CFAGX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 87 | — | Oct 2000 | CFAGX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | CFAGX vs POAGX |
Top Performing CFAGX Alternatives (YTD)
CFAGX is at 2.86% YTD. There are 116 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 57.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 57.27% | — | Dec 2016 | CFAGX vs NEEIX | |
| Needham Growth Fund | 56.96% | — | Jan 1996 | CFAGX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 36.47% | — | Oct 2000 | CFAGX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 26.92% | — | Jul 2019 | CFAGX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 24.92% | — | Nov 2000 | CFAGX vs OEGYX |
Lowest Volatility Alternatives to CFAGX
CFAGX has 14.58% 1-year volatility. There are 18 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.10% | — | May 2013 | CFAGX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.11% | — | May 2021 | CFAGX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | CFAGX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | CFAGX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.32% | — | — | CFAGX vs RIPIX |
Lowest Drawdown Alternatives to CFAGX
CFAGX has a 1-year max drawdown of -12.87%. There are 60 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 | CFAGX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | CFAGX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | CFAGX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | CFAGX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | CFAGX vs SECUX |
Other Mutual Funds from Commerce
The 7 most viewed Commerce mutual funds shown here include CFGRX, CFMOX, CFNLX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Commerce Growth Fund | Large Cap Growth Equities | 14 | 1.35% | — | Dec 1994 | CFAGX vs CFGRX | |
| Commerce Missouri Tax-Free Intermediate Bond Fund | Municipal Bonds | 65 | 0.94% | — | Feb 1995 | CFAGX vs CFMOX | |
| Commerce National Tax-Free Intermediate Bond Fund | Municipal Bonds | 66 | 0.96% | — | Feb 1995 | CFAGX vs CFNLX | |
| Commerce Bond Fund | Intermediate Core Bond | 21 | 0.24% | — | Dec 1994 | CFAGX vs CFBNX | |
| Commerce Kansas Tax-Free Intermediate Bond Fund | Municipal Bonds | 60 | 0.60% | — | Dec 2000 | CFAGX vs KTXIX | |
| Commerce Short Term Government Fund | Government Bonds | 17 | -0.67% | — | Dec 1994 | CFAGX vs CFSTX | |
| Commerce Value Fund | Large Cap Value Equities | 71 | 11.71% | — | Mar 1997 | CFAGX vs CFVLX |
Often Compared With CFAGX
Investors most often compare CFAGX with VOO, ^GSPC, BARIX. These 19 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare CFAGX with Any Fund or Stock
Compare CFAGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CFAGX with funds that move differently
Commerce MidCap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CFAGX.
Explore CFAGX Diversifiers