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 50 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 | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | CMGIX vs FSMAX | |
| 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% | 32.20B | Sep 2011 | CMGIX vs VMGMX |
Best Risk-Adjusted Alternatives to CMGIX
CMGIX has a PortfoliosLab risk / return rank of 6. There are 108 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | CMGIX vs NEEIX | |
| Needham Growth Fund | 92 | — | Jan 1996 | CMGIX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 90 | 27.60B | Aug 1995 | CMGIX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 88 | — | Oct 2000 | CMGIX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 81 | — | Nov 2004 | CMGIX vs POAGX |
Top Performing CMGIX Alternatives (YTD)
CMGIX is at 8.90% YTD. There are 69 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 59.61%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 59.61% | — | Dec 2016 | CMGIX vs NEEIX | |
| Needham Growth Fund | 59.15% | — | Jan 1996 | CMGIX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 37.12% | — | Oct 2000 | CMGIX vs TAAGX | |
| Essex Environmental Opportunities Fund | 30.84% | — | Sep 2017 | CMGIX vs EEOFX | |
| Calamos Timpani SMID Growth Fund | 29.85% | — | Jul 2019 | CMGIX vs CTIGX |
Lowest Volatility Alternatives to CMGIX
CMGIX has 21.06% 1-year volatility. There are 141 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.30%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.30% | — | May 2013 | CMGIX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.62% | — | May 2021 | CMGIX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.19% | — | May 2010 | CMGIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.38% | — | Dec 1996 | CMGIX vs VSNGX | |
| Sparrow Growth Fund | 12.94% | — | Oct 1998 | CMGIX vs SGFFX |
Lowest Drawdown Alternatives to CMGIX
CMGIX has a 1-year max drawdown of -14.90%. There are 103 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 NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 71 | 21.03% | — | Jan 2000 | CMGIX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 3 | -6.39% | 13.70B | Feb 2004 | CMGIX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 77 | 5.64% | 11.90B | Sep 1994 | CMGIX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 63 | 10.53% | 28.60B | Sep 1994 | CMGIX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 66 | 10.87% | — | Jul 1993 | CMGIX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 26 | 11.44% | — | Sep 2021 | CMGIX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | 12.11% | — | May 2011 | CMGIX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.62% | — | Dec 2012 | CMGIX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 72 | 11.27% | — | Dec 1991 | CMGIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 69 | 15.25% | — | Jul 2010 | CMGIX vs ASFYX |
Often Compared With CMGIX
Investors most often compare CMGIX with FDEGX, PCBIX, QQQ. These 20 comparison targets span 12 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