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 a closer substitute for your current allocation.
Cheapest Alternatives to IBGIX
IBGIX charges 0.99% annually. There are 84 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 | IBGIX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | IBGIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | IBGIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | IBGIX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | IBGIX vs VMFGX |
Best Risk-Adjusted Alternatives to IBGIX
IBGIX has a PortfoliosLab risk / return rank of 0. There are 160 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 | IBGIX vs NEEIX | |
| Needham Growth Fund | 93 | — | Jan 1996 | IBGIX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 92 | 31.20B | Aug 1995 | IBGIX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 92 | — | Oct 2000 | IBGIX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 86 | — | Nov 2004 | IBGIX vs POAGX |
Top Performing IBGIX Alternatives (YTD)
IBGIX is at -15.91% YTD. There are 160 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 | IBGIX vs NEEIX | |
| Needham Growth Fund | 65.21% | — | Jan 1996 | IBGIX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 42.04% | — | Oct 2000 | IBGIX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 30.42% | — | Jul 2019 | IBGIX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 28.52% | — | Nov 2000 | IBGIX vs OEGYX |
Lowest Volatility Alternatives to IBGIX
IBGIX has 18.70% 1-year volatility. There are 93 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 | IBGIX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.14% | — | May 2021 | IBGIX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | IBGIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | IBGIX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.31% | — | — | IBGIX vs RIPIX |
Lowest Drawdown Alternatives to IBGIX
IBGIX has a 1-year max drawdown of -24.51%. There are 152 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 | IBGIX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | IBGIX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | IBGIX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | IBGIX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | IBGIX vs SECUX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include LEXCX, IRLNX, IEDAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 43 | 15.98% | — | Nov 1935 | IBGIX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 25 | 3.68% | — | May 2009 | IBGIX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 43 | 11.20% | — | Dec 2007 | IBGIX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 14 | 0.18% | — | Dec 1998 | IBGIX vs IIBAX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 34 | -0.04% | — | Sep 2015 | IBGIX vs ATLAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 42 | 7.36% | — | Jan 2006 | IBGIX vs IFTIX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IBGIX vs IMCDX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 60 | 8.47% | — | Mar 2008 | IBGIX vs IIRLX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 93 | 16.35% | — | May 2009 | IBGIX vs IRVIX | |
| Voya High Yield Portfolio | High Yield Bonds | 44 | 1.17% | — | May 2004 | IBGIX vs IPHYX |
Often Compared With IBGIX
Investors most often compare IBGIX with WFMIX, VINIX, VYMSX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare IBGIX with Any Fund or Stock
Compare IBGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IBGIX with funds that move differently
VY Baron Growth Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IBGIX.
Explore IBGIX Diversifiers