Midas Magic (MISEX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MISEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MISEX
MISEX charges 2.95% annually. There are 396 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | MISEX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | MISEX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | MISEX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | MISEX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | MISEX vs SSSYX |
Best Risk-Adjusted Alternatives to MISEX
MISEX has a PortfoliosLab risk / return rank of 78. There are 37 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | MISEX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | MISEX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | MISEX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | MISEX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | MISEX vs IGIAX |
Top Performing MISEX Alternatives (YTD)
MISEX is at 13.65% YTD. There are 39 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | MISEX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | MISEX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | MISEX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | MISEX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | MISEX vs FLVCX |
Lowest Volatility Alternatives to MISEX
MISEX has 18.43% 1-year volatility. There are 393 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | MISEX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | MISEX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | MISEX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | MISEX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | MISEX vs FSUVX |
Lowest Drawdown Alternatives to MISEX
MISEX has a 1-year max drawdown of -16.98%. There are 391 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | MISEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | MISEX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | MISEX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | MISEX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | MISEX vs QUERX |
Other Mutual Funds from Midas
The 1 most viewed Midas mutual funds shown here include MIDSX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Midas Fund | Precious Metals | 25 | -0.86% | — | Jan 1986 | MISEX vs MIDSX |
Often Compared With MISEX
Investors most often compare MISEX with FNSTX, DFIEX, FGJEX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare MISEX with Any Fund or Stock
Compare MISEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MISEX with funds that move differently
Midas Magic alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MISEX.
Explore MISEX Diversifiers