VY Baron Growth Portfolio (IBGIX) Alternatives
VY Baron Growth Portfolio (IBGIX) 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 IBGIX. 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 IBGIX
IBGIX charges 0.99% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among IBGIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | IBGIX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | IBGIX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | IBGIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | IBGIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | IBGIX vs VMGMX |
Best Risk-Adjusted Alternatives to IBGIX
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 | IBGIX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | IBGIX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | IBGIX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | IBGIX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | IBGIX vs BFGIX |
Top Performing IBGIX Alternatives (YTD)
IBGIX 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 | IBGIX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | IBGIX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | IBGIX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | IBGIX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | IBGIX vs NEEGX |
Lowest Volatility Alternatives to IBGIX
IBGIX 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% | — | IBGIX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | IBGIX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | IBGIX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | IBGIX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | IBGIX vs VSNGX |
Lowest Drawdown Alternatives to IBGIX
IBGIX 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 | IBGIX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | IBGIX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | IBGIX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | IBGIX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | IBGIX vs VLEQX |
Other Mutual Funds from Voya
Most popular Voya mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 44 | 15.27% | Nov 18, 1935 | IBGIX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 17 | -13.34% | May 1, 2009 | IBGIX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 8 | -5.90% | Dec 18, 2007 | IBGIX vs IEDAX | |
| Voya Mid Cap Research Enhanced Index Fund | Mid Cap Blend Equities | 11 | -4.86% | Feb 3, 1998 | IBGIX vs VYMSX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 38 | -0.79% | Dec 15, 1998 | IBGIX vs IIBAX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 38 | -0.72% | May 1, 2009 | IBGIX vs IRVIX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 26 | -8.38% | Mar 10, 2008 | IBGIX vs IIRLX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 88 | 1.94% | Jan 2, 2006 | IBGIX vs IFTIX | |
| Voya High Yield Portfolio | High Yield Bonds | 54 | -1.94% | May 3, 2004 | IBGIX vs IPHYX | |
| Voya U.S. Stock Index Portfolio | Large Cap Blend Equities | 21 | -7.12% | May 3, 2004 | IBGIX vs INGIX |
Often Compared With IBGIX
What investors most often compare with IBGIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Allspring Special Mid Cap Value Fund Class I | Mid Cap Value Equities | 23 | 0.81% | — | IBGIX vs WFMIX | |
| Vanguard Institutional Index Fund Institutional Sh... | Large Cap Blend Equities | 46 | -7.06% | Jul 31, 1990 | IBGIX vs VINIX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 71 | -7.28% | Jun 30, 2008 | IBGIX vs BFGFX | |
| Essex Environmental Opportunities Fund | Mid Cap Growth Equities | 65 | -3.10% | Sep 1, 2017 | IBGIX vs EEOFX | |
| Voya Large Cap Growth Portfolio | Large Cap Growth Equities | 12 | -14.02% | May 3, 2004 | IBGIX vs IEOSX | |
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | -2.83% | Oct 31, 2012 | IBGIX vs IMIDX | |
| American Funds SMALLCAP World Fund Class A | Foreign Small & Mid Cap Equities, Mid Cap Growth Equities | 45 | -4.37% | Apr 30, 1990 | IBGIX vs SMCWX |
Compare IBGIX with Any Fund or Stock
Compare IBGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.