Gotham Enhanced Return Fund (GENIX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GENIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GENIX
GENIX charges 1.50% annually. There are 114 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | GENIX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | GENIX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | GENIX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | GENIX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 218.80B | May 1998 | GENIX vs VMCIX |
Best Risk-Adjusted Alternatives to GENIX
GENIX has a PortfoliosLab risk / return rank of 74. There are 12 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | GENIX vs PFSLX | |
| Vanguard Strategic Equity Fund | 82 | 11.50B | Aug 1995 | GENIX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 82 | — | Aug 2013 | GENIX vs FZAMX | |
| Destinations Small-Mid Cap Equity Fund | 81 | — | Mar 2017 | GENIX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class I | 81 | — | Aug 2004 | GENIX vs FIIMX |
Top Performing GENIX Alternatives (YTD)
GENIX is at 12.07% YTD. There are 90 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 45.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 45.46% | — | Jan 2005 | GENIX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 35.27% | — | Aug 2015 | GENIX vs FZFLX | |
| Hodges Fund | 32.70% | — | Oct 1992 | GENIX vs HDPMX | |
| 13D Activist Fund | 27.51% | — | Dec 2011 | GENIX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 25.16% | — | Aug 2013 | GENIX vs FZAMX |
Lowest Volatility Alternatives to GENIX
GENIX has 12.47% 1-year volatility. There are 5 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.81% | — | Dec 2002 | GENIX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.80% | — | Jul 1999 | GENIX vs TLVAX | |
| Boston Trust Midcap Fund | 11.90% | — | — | GENIX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.02% | — | Aug 2011 | GENIX vs WAMFX | |
| Victory RS Investors Fund | 12.09% | — | Nov 2005 | GENIX vs RSINX |
Lowest Drawdown Alternatives to GENIX
GENIX has a 1-year max drawdown of -6.44%. There is 1 mutual fund in the Mid Cap Blend Equities category with a shallower 1-year drawdown, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | GENIX vs FTHMX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | GENIX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | GENIX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | GENIX vs DNLDX | |
| Hartford Schroders US MidCap Opportunities Fund | -7.40% | — | Mar 2006 | GENIX vs SMDIX |
Other Mutual Funds from Gotham
The 6 most viewed Gotham mutual funds shown here include GARIX, GINDX, GSPFX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Gotham Absolute Return Fund | Long-Short | 82 | 10.39% | — | Aug 2012 | GENIX vs GARIX | |
| Gotham Index Plus Fund | Large Cap Blend Equities | 51 | 5.31% | — | Mar 2015 | GENIX vs GINDX | |
| Gotham Enhanced S&P 500 Index Fund | Large Cap Blend Equities | 71 | 10.38% | — | Dec 2016 | GENIX vs GSPFX | |
| Gotham Total Return Fund | Long-Short | 51 | 6.08% | — | Mar 2015 | GENIX vs GTRFX | |
| Gotham Large Value Fund | Large Cap Value Equities | 51 | 9.60% | — | Dec 2015 | GENIX vs GVALX | |
| Gotham Neutral Fund Institutional Class | Equity Market Neutral | 1 | -2.80% | — | Aug 2013 | GENIX vs GONIX |
Often Compared With GENIX
Investors most often compare GENIX with MSJIX, CSPX.L, ^GSPC. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare GENIX with Any Fund or Stock
Compare GENIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GENIX with funds that move differently
Gotham Enhanced Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GENIX.
Explore GENIX Diversifiers