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 a closer substitute for your current allocation.
Cheapest Alternatives to IAXIX
IAXIX charges 0.78% annually. There are 42 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 | IAXIX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | IAXIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | IAXIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | IAXIX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | IAXIX vs VMFGX |
Best Risk-Adjusted Alternatives to IAXIX
IAXIX has a PortfoliosLab risk / return rank of 7. There are 99 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | IAXIX vs NEEIX | |
| Needham Growth Fund | 93 | — | Jan 1996 | IAXIX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 92 | 31.20B | Aug 1995 | IAXIX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 92 | — | Oct 2000 | IAXIX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 86 | — | Nov 2004 | IAXIX vs POAGX |
Top Performing IAXIX Alternatives (YTD)
IAXIX is at 5.91% YTD. There are 103 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 65.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 65.52% | — | Dec 2016 | IAXIX vs NEEIX | |
| Needham Growth Fund | 65.21% | — | Jan 1996 | IAXIX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 42.04% | — | Oct 2000 | IAXIX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 30.42% | — | Jul 2019 | IAXIX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 28.52% | — | Nov 2000 | IAXIX vs OEGYX |
Lowest Volatility Alternatives to IAXIX
IAXIX has 17.89% 1-year volatility. There are 78 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.10% | — | May 2013 | IAXIX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.14% | — | May 2021 | IAXIX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | IAXIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | IAXIX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.31% | — | — | IAXIX vs RIPIX |
Lowest Drawdown Alternatives to IAXIX
IAXIX has a 1-year max drawdown of -14.20%. There are 83 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 | IAXIX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | IAXIX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | IAXIX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | IAXIX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | IAXIX vs SECUX |
Other Mutual Funds from T. Rowe Price
The 10 most viewed T. Rowe Price mutual funds shown here include TRBCX, PRWCX, PRDGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund | Large Cap Growth Equities | 12 | 0.19% | — | Jun 1993 | IAXIX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 39 | 4.53% | — | Jun 1986 | IAXIX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 52 | 8.54% | — | Dec 1992 | IAXIX vs PRDGX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 13 | 0.15% | — | Sep 1985 | IAXIX vs PRWAX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 64 | 10.53% | — | Nov 1994 | IAXIX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 13 | 0.26% | — | — | IAXIX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 64 | 9.68% | — | Mar 1990 | IAXIX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 11 | -0.26% | — | Oct 2001 | IAXIX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 89 | 44.94% | — | Sep 1987 | IAXIX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 31 | 8.90% | — | Feb 2004 | IAXIX vs TRRJX |
Often Compared With IAXIX
Investors most often compare IAXIX with VWIAX, LSHAX, EEOFX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare IAXIX with Any Fund or Stock
Compare IAXIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IAXIX with funds that move differently
VY T. Rowe Price Diversified Mid Cap Growth Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IAXIX.
Explore IAXIX Diversifiers