Congress Mid Cap Growth Fund (IMIDX) Alternatives
Congress Mid Cap Growth Fund (IMIDX) 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 IMIDX. 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 IMIDX
IMIDX charges 0.79% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among IMIDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | IMIDX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | IMIDX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | IMIDX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | IMIDX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | IMIDX vs VMGMX |
Best Risk-Adjusted Alternatives to IMIDX
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 | IMIDX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | IMIDX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | IMIDX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | IMIDX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | IMIDX vs BFGIX |
Top Performing IMIDX Alternatives (YTD)
IMIDX 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 | IMIDX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | IMIDX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | IMIDX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | IMIDX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | IMIDX vs NEEGX |
Lowest Volatility Alternatives to IMIDX
IMIDX 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% | — | IMIDX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | IMIDX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | IMIDX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | IMIDX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | IMIDX vs VSNGX |
Lowest Drawdown Alternatives to IMIDX
IMIDX 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 | IMIDX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | IMIDX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | IMIDX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | IMIDX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | IMIDX vs VLEQX |
Other Mutual Funds from Congress
Most popular Congress mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Congress Small Cap Growth Fund | Small Cap Growth Equities | 26 | -4.16% | Dec 9, 1999 | IMIDX vs CSMCX | |
| Congress Large Cap Growth Fund | Large Cap Growth Equities | 17 | -10.69% | Mar 15, 1928 | IMIDX vs CMLIX |
Often Compared With IMIDX
What investors most often compare with IMIDX, based on PortfoliosLab usage data.
Compare IMIDX with Any Fund or Stock
Compare IMIDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.