Midas Special Opportunities (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 388 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | MISEX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | MISEX vs VFFSX | |
| 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 | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | MISEX vs WBREOX |
Best Risk-Adjusted Alternatives to MISEX
MISEX has a PortfoliosLab risk / return rank of 79. 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | MISEX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 18.10B | Dec 2004 | MISEX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 93 | — | Feb 2004 | MISEX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | MISEX vs FTZIX | |
| Rock Oak Core Growth Fund | 91 | — | Dec 2004 | MISEX vs RCKSX |
Top Performing MISEX Alternatives (YTD)
MISEX is at 15.60% YTD. There are 15 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.41% | 18.10B | Dec 2004 | MISEX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 23.90% | — | Dec 2018 | MISEX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.34% | — | Nov 2004 | MISEX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.17% | — | Dec 2015 | MISEX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.69% | — | Jan 1995 | MISEX vs IGIAX |
Lowest Volatility Alternatives to MISEX
MISEX has 19.62% 1-year volatility. There are 387 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.21% | — | Mar 2021 | MISEX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | MISEX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.22% | — | Jul 2012 | MISEX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.83% | — | Aug 2018 | MISEX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.32% | — | Feb 2012 | MISEX vs SILVX |
Lowest Drawdown Alternatives to MISEX
MISEX has a 1-year max drawdown of -16.98%. There are 386 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | MISEX vs SVPFX | |
| 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 | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | MISEX vs AMFEX |
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 Discovery | Precious Metals | 32 | -11.17% | — | Jan 1986 | MISEX vs MIDSX |
Often Compared With MISEX
Investors most often compare MISEX with FNSTX, DFIEX, FEQHX. These 20 comparison targets span 7 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 Special Opportunities alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MISEX.
Explore MISEX Diversifiers