BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) 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 CMGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CMGIX
CMGIX charges 0.80% annually. There are 49 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 | CMGIX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | CMGIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | CMGIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | CMGIX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | CMGIX vs VMFGX |
Best Risk-Adjusted Alternatives to CMGIX
CMGIX has a PortfoliosLab risk / return rank of 7. There are 96 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 | CMGIX vs NEEIX | |
| Needham Growth Fund | 90 | — | Jan 1996 | CMGIX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 88 | 31.20B | Aug 1995 | CMGIX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 87 | — | Oct 2000 | CMGIX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | CMGIX vs POAGX |
Top Performing CMGIX Alternatives (YTD)
CMGIX is at 9.96% YTD. There are 53 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 | CMGIX vs NEEIX | |
| Needham Growth Fund | 56.96% | — | Jan 1996 | CMGIX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 36.47% | — | Oct 2000 | CMGIX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 26.92% | — | Jul 2019 | CMGIX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 24.92% | — | Nov 2000 | CMGIX vs OEGYX |
Lowest Volatility Alternatives to CMGIX
CMGIX has 22.06% 1-year volatility. There are 137 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 | CMGIX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.11% | — | May 2021 | CMGIX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | CMGIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | CMGIX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.32% | — | — | CMGIX vs RIPIX |
Lowest Drawdown Alternatives to CMGIX
CMGIX has a 1-year max drawdown of -14.90%. There are 101 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 | CMGIX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | CMGIX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | CMGIX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | CMGIX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | CMGIX vs SECUX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 30 | 11.55% | — | Sep 2021 | CMGIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 52 | 8.19% | — | Jul 1993 | CMGIX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 12.07% | — | Dec 2012 | CMGIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 53 | 10.22% | — | May 2011 | CMGIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 62 | 10.04% | — | Dec 1991 | CMGIX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | 2.35% | — | Aug 2005 | CMGIX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 54 | 9.82% | — | Jul 2010 | CMGIX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 35.11% | — | Apr 2000 | CMGIX vs BGSAX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 61 | 11.83% | — | Sep 1999 | CMGIX vs FAMRX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 67 | 6.38% | — | Oct 2007 | CMGIX vs FFANX |
Often Compared With CMGIX
Investors most often compare CMGIX with FDEGX, PCBIX, MAEGX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare CMGIX with Any Fund or Stock
Compare CMGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CMGIX with funds that move differently
BlackRock Mid-Cap Growth Equity Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CMGIX.
Explore CMGIX Diversifiers