Virtus Mid-Cap Growth Fund (DRMCX) 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 DRMCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DRMCX
DRMCX charges 0.83% annually. There are 52 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 | DRMCX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | DRMCX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | DRMCX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | DRMCX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | DRMCX vs VMFGX |
Best Risk-Adjusted Alternatives to DRMCX
DRMCX has a PortfoliosLab risk / return rank of 18. There are 49 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | DRMCX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | DRMCX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | DRMCX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | DRMCX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | DRMCX vs POAGX |
Top Performing DRMCX Alternatives (YTD)
DRMCX is at 14.41% YTD. There are 38 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | DRMCX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | DRMCX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | DRMCX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | DRMCX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | DRMCX vs POAGX |
Lowest Volatility Alternatives to DRMCX
DRMCX has 20.00% 1-year volatility. There are 111 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.72% | — | May 2021 | DRMCX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | DRMCX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | DRMCX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | DRMCX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | DRMCX vs VLIFX |
Lowest Drawdown Alternatives to DRMCX
DRMCX has a 1-year max drawdown of -13.75%. There are 74 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 | DRMCX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | DRMCX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | DRMCX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | DRMCX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | DRMCX vs SECUX |
Other Mutual Funds from Allianz
The 10 most viewed Allianz mutual funds shown here include DRGTX, ANNPX, PGWCX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 52 | 26.30% | — | Dec 1995 | DRMCX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 87 | 17.51% | — | Apr 1993 | DRMCX vs ANNPX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 12 | 2.80% | — | Feb 1984 | DRMCX vs PGWCX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 62 | 9.02% | — | Feb 2007 | DRMCX vs AZNIX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 84 | 13.88% | — | Dec 1997 | DRMCX vs ALOIX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 74 | 20.71% | — | Jul 2013 | DRMCX vs AZBIX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 50 | 16.82% | — | May 2000 | DRMCX vs ANVIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 84 | 1.97% | — | Oct 2011 | DRMCX vs ASHIX | |
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Diversified | 65 | 20.33% | — | Dec 2012 | DRMCX vs AZMIX | |
| Virtus Health Sciences Fund | Health & Biotech Equities | 10 | -1.28% | — | Feb 2002 | DRMCX vs RAGHX |
Often Compared With DRMCX
Investors most often compare DRMCX with JANEX, PRDMX, AWTAX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare DRMCX with Any Fund or Stock
Compare DRMCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DRMCX with funds that move differently
Virtus Mid-Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DRMCX.
Explore DRMCX Diversifiers