Mutual of America Small Cap Growth Fund (MAGKX) belongs to the Small 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 MAGKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MAGKX
MAGKX charges 0.83% annually. There are 24 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | MAGKX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | MAGKX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | MAGKX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | MAGKX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | MAGKX vs VISGX |
Best Risk-Adjusted Alternatives to MAGKX
MAGKX has a PortfoliosLab risk / return rank of 66. There are 19 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | MAGKX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | MAGKX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | MAGKX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | MAGKX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | MAGKX vs NESGX |
Top Performing MAGKX Alternatives (YTD)
MAGKX is at 17.97% YTD. There are 56 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | MAGKX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | MAGKX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | MAGKX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | MAGKX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 31.89% | — | Sep 2001 | MAGKX vs NEAGX |
Lowest Volatility Alternatives to MAGKX
MAGKX has 20.78% 1-year volatility. There are 69 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | MAGKX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | MAGKX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | MAGKX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | MAGKX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | MAGKX vs ETEGX |
Lowest Drawdown Alternatives to MAGKX
MAGKX has a 1-year max drawdown of -9.81%. There are 6 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | MAGKX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | MAGKX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | MAGKX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | MAGKX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | MAGKX vs SGPIX |
Other Mutual Funds from Mutual of America
The 10 most viewed Mutual of America mutual funds shown here include MACAX, MAIFX, MAAKX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Mutual of America Conservative Allocation Fund | Diversified Portfolio | 70 | 4.11% | — | Nov 2021 | MAGKX vs MACAX | |
| Mutual of America International Fund | Foreign Large Cap Equities | 71 | 11.94% | — | Nov 2021 | MAGKX vs MAIFX | |
| Mutual of America All America Fund | Large Cap Blend Equities | 67 | 11.78% | — | Nov 2021 | MAGKX vs MAAKX | |
| Mutual of America Investment Corporation - 2050 Re... | Target Retirement Date | 72 | 9.84% | — | Nov 2021 | MAGKX vs MURNX | |
| Mutual of America 2055 Retirement Fund | Target Retirement Date | 72 | 10.18% | — | Nov 2021 | MAGKX vs MUROX | |
| Mutual of America Composite Fund | Diversified Portfolio | 82 | 7.43% | — | Nov 2021 | MAGKX vs MACHX | |
| Mutual of America Mid-Cap Equity Index Fund | Mid Cap Blend Equities | 61 | 14.59% | — | Nov 2021 | MAGKX vs MAMEX | |
| Mutual of America 2040 Retirement Fund | Target Retirement Date | 71 | 8.41% | — | Nov 2021 | MAGKX vs MURLX | |
| Mutual of America Retirement Income Fund | Target Retirement Date | 66 | 3.12% | — | Nov 2021 | MAGKX vs MARMX | |
| Mutual of America Bond Fund | Intermediate Core Bond | 23 | -0.52% | — | Nov 2021 | MAGKX vs MABDX |
Often Compared With MAGKX
Investors most often compare MAGKX with MURMX, QISGX, HRSMX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare MAGKX with Any Fund or Stock
Compare MAGKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MAGKX with funds that move differently
Mutual of America Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MAGKX.
Explore MAGKX Diversifiers