Gotham Enhanced Return Fund (GENIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to GENIX
GENIX charges 1.50% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among GENIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | GENIX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | GENIX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | GENIX vs VMCIX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | GENIX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | GENIX vs VEMPX |
Best Risk-Adjusted Alternatives to GENIX
Among mutual funds in the Mid Cap Blend 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | GENIX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | GENIX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | GENIX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | GENIX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | GENIX vs BIGTX |
Top Performing GENIX Alternatives (YTD)
GENIX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | GENIX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | GENIX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | GENIX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | GENIX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | GENIX vs FTSIX |
Lowest Volatility Alternatives to GENIX
GENIX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | GENIX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | GENIX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | GENIX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | GENIX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | GENIX vs GABVX |
Lowest Drawdown Alternatives to GENIX
GENIX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | GENIX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | GENIX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | GENIX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | GENIX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | GENIX vs KMVAX |
Other Mutual Funds from Gotham
Most popular Gotham mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Gotham Index Plus Fund | Large Cap Blend Equities | 52 | -7.06% | Mar 31, 2015 | GENIX vs GINDX | |
| Gotham Enhanced S&P 500 Index Fund | Large Cap Blend Equities | 38 | -5.77% | Dec 30, 2016 | GENIX vs GSPFX | |
| Gotham Absolute Return Fund | Long-Short | 82 | -1.21% | Aug 30, 2012 | GENIX vs GARIX | |
| Gotham Total Return Fund | Long-Short | 46 | -2.40% | Mar 30, 2015 | GENIX vs GTRFX | |
| Gotham Large Value Fund | Large Cap Value Equities | 41 | 1.49% | Dec 31, 2015 | GENIX vs GVALX | |
| Gotham Neutral Fund Institutional Class | Equity Market Neutral | 25 | -1.40% | Aug 30, 2013 | GENIX vs GONIX |
Often Compared With GENIX
What investors most often compare with GENIX, 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.