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% | 34.80B | 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 13. There are 63 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 84 | 32.70B | Aug 1995 | IMIDX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 78 | — | Nov 2004 | IMIDX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 76 | — | Jun 1998 | IMIDX vs MGOYX | |
| USAA Extended Market Index Fund | 66 | — | Oct 2000 | IMIDX vs USMIX | |
| Timothy Plan Aggressive Growth Fund | 66 | — | Oct 2000 | IMIDX vs TAAGX |
Top Performing IMIDX Alternatives (YTD)
IMIDX is at 15.91% YTD. There are 14 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 34.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 34.81% | — | Dec 2016 | IMIDX vs NEEIX | |
| Needham Growth Fund | 34.50% | — | Jan 1996 | IMIDX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 32.50% | — | May 2007 | IMIDX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 25.18% | — | Oct 2000 | IMIDX vs TAAGX | |
| Kinetics Paradigm Fund | 21.61% | — | Dec 1999 | IMIDX vs WWNPX |
Lowest Volatility Alternatives to IMIDX
IMIDX has 20.12% 1-year volatility. There are 104 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.18% | — | May 2021 | IMIDX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.41% | — | May 2010 | IMIDX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.59% | — | Dec 1996 | IMIDX vs VSNGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.59% | — | Jul 1997 | IMIDX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.64% | — | Jul 1996 | IMIDX vs PMEGX |
Lowest Drawdown Alternatives to IMIDX
IMIDX has a 1-year max drawdown of -12.10%. There are 43 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -6.92%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | -6.92% | — | May 2021 | IMIDX vs BBMIX | |
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | IMIDX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | IMIDX vs VSNGX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | IMIDX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | IMIDX vs FAMVX |
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 | 14.55% | — | Dec 1999 | IMIDX vs CSMCX | |
| Congress Large Cap Growth Fund | Large Cap Growth Equities | 12 | 3.05% | — | Mar 1928 | IMIDX vs CMLIX |
Often Compared With IMIDX
Investors most often compare IMIDX with VLIFX, OEGYX, SPY. These 20 comparison targets span 6 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