Eventide Gilead Fund (ETGLX) 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 ETGLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ETGLX
ETGLX charges 1.31% annually. There are 143 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 | ETGLX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | ETGLX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | ETGLX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | ETGLX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | ETGLX vs VMFGX |
Best Risk-Adjusted Alternatives to ETGLX
ETGLX has a PortfoliosLab risk / return rank of 60. There are 8 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 | ETGLX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | ETGLX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | ETGLX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | ETGLX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | ETGLX vs POAGX |
Top Performing ETGLX Alternatives (YTD)
ETGLX is at 18.62% YTD. There are 16 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 | ETGLX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | ETGLX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | ETGLX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | ETGLX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | ETGLX vs POAGX |
Lowest Volatility Alternatives to ETGLX
ETGLX has 19.08% 1-year volatility. There are 92 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 | ETGLX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | ETGLX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | ETGLX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | ETGLX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | ETGLX vs VLIFX |
Lowest Drawdown Alternatives to ETGLX
ETGLX has a 1-year max drawdown of -14.44%. There are 88 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 | ETGLX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | ETGLX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | ETGLX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | ETGLX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | ETGLX vs SECUX |
Other Mutual Funds from Eventide Funds
The 6 most viewed Eventide Funds mutual funds shown here include ETIDX, ETIHX, ETILX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Eventide Dividend Opportunities Fund | Mid Cap Blend Equities | 41 | 18.40% | — | Sep 2017 | ETGLX vs ETIDX | |
| Eventide Healthcare & Life Sciences Fund | Health & Biotech Equities | 91 | 12.47% | — | Dec 2012 | ETGLX vs ETIHX | |
| Eventide Gilead Class I | Mid Cap Growth Equities | 62 | 18.74% | — | — | ETGLX vs ETILX | |
| Eventide Multi-Asset Income Fund | Diversified Portfolio | 50 | 10.15% | — | Jul 2015 | ETGLX vs ETIMX | |
| Eventide Exponential Technologies Fund | Technology Equities | 33 | 24.42% | — | Jun 2020 | ETGLX vs ETIEX | |
| Eventide Core Bond Fund | Intermediate Core Bond | 24 | 0.08% | — | Jul 2020 | ETGLX vs ETIRX |
Often Compared With ETGLX
Investors most often compare ETGLX with VOO, SPY, QQQ. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare ETGLX with Any Fund or Stock
Compare ETGLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ETGLX with funds that move differently
Eventide Gilead Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ETGLX.
Explore ETGLX Diversifiers