VY T. Rowe Price Diversified Mid Cap Growth Portfolio (IAXIX) Alternatives
VY T. Rowe Price Diversified Mid Cap Growth Portfolio (IAXIX) 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 IAXIX. 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 IAXIX
IAXIX charges 0.78% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among IAXIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | IAXIX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | IAXIX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | IAXIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | IAXIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | IAXIX vs VMGMX |
Best Risk-Adjusted Alternatives to IAXIX
Among mutual funds in the Mid Cap Growth 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | IAXIX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | IAXIX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | IAXIX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | IAXIX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | IAXIX vs BFGIX |
Top Performing IAXIX Alternatives (YTD)
IAXIX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | IAXIX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | IAXIX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | IAXIX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | IAXIX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | IAXIX vs NEEGX |
Lowest Volatility Alternatives to IAXIX
IAXIX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | IAXIX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | IAXIX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | IAXIX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | IAXIX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | IAXIX vs VSNGX |
Lowest Drawdown Alternatives to IAXIX
IAXIX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | IAXIX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | IAXIX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | IAXIX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | IAXIX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | IAXIX vs VLEQX |
Other Mutual Funds from T. Rowe Price
Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.
Often Compared With IAXIX
What investors most often compare with IAXIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Wellesley Income Fund Admiral Shares | Diversified Portfolio | 68 | -0.44% | May 14, 2001 | IAXIX vs VWIAX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | IAXIX vs VOO | |
| Essex Environmental Opportunities Fund | Mid Cap Growth Equities | 65 | -3.10% | Sep 1, 2017 | IAXIX vs EEOFX | |
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | -2.83% | Oct 31, 2012 | IAXIX vs IMIDX | |
| American Funds SMALLCAP World Fund Class A | Foreign Small & Mid Cap Equities, Mid Cap Growth Equities | 45 | -4.37% | Apr 30, 1990 | IAXIX vs SMCWX |
Compare IAXIX with Any Fund or Stock
Compare IAXIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.