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 a closer substitute for your current allocation.
Cheapest Alternatives to IMIDX
IMIDX charges 0.79% annually. There are 43 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 | IMIDX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | IMIDX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | IMIDX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | IMIDX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | IMIDX vs VMFGX |
Best Risk-Adjusted Alternatives to IMIDX
IMIDX has a PortfoliosLab risk / return rank of 12. There are 70 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | IMIDX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | IMIDX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | IMIDX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | IMIDX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | IMIDX vs POAGX |
Top Performing IMIDX Alternatives (YTD)
IMIDX is at 15.54% YTD. There are 32 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | IMIDX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | IMIDX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | IMIDX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | IMIDX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | IMIDX vs POAGX |
Lowest Volatility Alternatives to IMIDX
IMIDX has 19.60% 1-year volatility. There are 102 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.72% | — | May 2021 | IMIDX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | IMIDX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | IMIDX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | IMIDX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | IMIDX vs VLIFX |
Lowest Drawdown Alternatives to IMIDX
IMIDX has a 1-year max drawdown of -12.10%. There are 51 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 | IMIDX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | IMIDX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | IMIDX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | IMIDX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | IMIDX vs SECUX |
Other Mutual Funds from Congress
The 2 most viewed Congress mutual funds shown here include CSMCX, CMLIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Congress Small Cap Growth Fund | Small Cap Growth Equities | 25 | 17.69% | — | Dec 1999 | IMIDX vs CSMCX | |
| Congress Large Cap Growth Fund | Large Cap Growth Equities | 18 | 6.02% | — | Mar 1928 | IMIDX vs CMLIX |
Often Compared With IMIDX
Investors most often compare IMIDX with OEGYX, SPY, FSPGX. These 20 comparison targets span 5 categories, 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.
Pair IMIDX with funds that move differently
Congress Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IMIDX.
Explore IMIDX Diversifiers