Meridian Small Cap Growth Fund (MISGX) 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 MISGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MISGX
MISGX charges 1.22% annually. There are 113 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 | MISGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | MISGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | MISGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | MISGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | MISGX vs VISGX |
Best Risk-Adjusted Alternatives to MISGX
MISGX has a PortfoliosLab risk / return rank of 19. There are 130 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | MISGX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 89 | — | Dec 2016 | MISGX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | MISGX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 87 | — | Nov 2013 | MISGX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | — | Dec 1995 | MISGX vs OBMCX |
Top Performing MISGX Alternatives (YTD)
MISGX is at 8.55% YTD. There are 136 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 65.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 65.50% | — | Dec 2016 | MISGX vs NESIX | |
| Needham Small Cap Growth Fund | 64.97% | — | May 2002 | MISGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 44.90% | — | Dec 2016 | MISGX vs NEAIX | |
| Needham Aggressive Growth Fund | 44.61% | — | Sep 2001 | MISGX vs NEAGX | |
| Oberweis Micro Cap Fund | 42.82% | — | Dec 1995 | MISGX vs OBMCX |
Lowest Volatility Alternatives to MISGX
MISGX has 17.91% 1-year volatility. There are 26 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.64% | — | Nov 1995 | MISGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.34% | — | Jul 2011 | MISGX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | MISGX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | MISGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | MISGX vs NBGIX |
Lowest Drawdown Alternatives to MISGX
MISGX has a 1-year max drawdown of -13.54%. There are 88 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 | MISGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | MISGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | MISGX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | MISGX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | MISGX vs RFIMX |
Other Mutual Funds from Meridian
The 3 most viewed Meridian mutual funds shown here include MERDX, MEIFX, MVALX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Meridian Growth Fund | Small Cap Growth Equities | 5 | 5.40% | — | Aug 1984 | MISGX vs MERDX | |
| Meridian Enhanced Equity Fund | Large Cap Growth Equities | 18 | 5.50% | — | Jan 2005 | MISGX vs MEIFX | |
| Meridian Contrarian Fund | Mid Cap Blend Equities | 37 | 15.24% | — | Feb 1994 | MISGX vs MVALX |
Often Compared With MISGX
Investors most often compare MISGX with VXF, ETMGX, HRSMX. These 18 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare MISGX with Any Fund or Stock
Compare MISGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MISGX with funds that move differently
Meridian Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MISGX.
Explore MISGX Diversifiers