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 397 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 | |
| Schwab S&P 500 Index Fund | 0.02% | 145.69B | May 1997 | MISEX vs SWPPX |
Best Risk-Adjusted Alternatives to MISEX
MISEX has a PortfoliosLab risk / return rank of 80. There are 31 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | MISEX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | MISEX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | MISEX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | MISEX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | MISEX vs GTLOX |
Top Performing MISEX Alternatives (YTD)
MISEX is at 15.16% YTD. There are 30 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | MISEX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | MISEX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | MISEX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | MISEX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | MISEX vs RESGX |
Lowest Volatility Alternatives to MISEX
MISEX has 18.71% 1-year volatility. There are 393 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | MISEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | MISEX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | MISEX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | MISEX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | MISEX vs JEPIX |
Lowest Drawdown Alternatives to MISEX
MISEX has a 1-year max drawdown of -16.98%. There are 393 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 | |
| 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 | 28 | -8.31% | — | 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