BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CMGIX
CMGIX charges 0.80% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among CMGIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | CMGIX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | CMGIX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | CMGIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | CMGIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | CMGIX vs VMGMX |
Best Risk-Adjusted Alternatives to CMGIX
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 | CMGIX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | CMGIX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | CMGIX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | CMGIX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | CMGIX vs BFGIX |
Top Performing CMGIX Alternatives (YTD)
CMGIX 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 | CMGIX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | CMGIX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | CMGIX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | CMGIX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | CMGIX vs NEEGX |
Lowest Volatility Alternatives to CMGIX
CMGIX 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% | — | CMGIX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | CMGIX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | CMGIX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | CMGIX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | CMGIX vs VSNGX |
Lowest Drawdown Alternatives to CMGIX
CMGIX 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 | CMGIX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | CMGIX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | CMGIX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | CMGIX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | CMGIX vs VLEQX |
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Often Compared With CMGIX
What investors most often compare with CMGIX, 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.