Meridian Small Cap Growth Fund (MISGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MISGX
MISGX charges 1.22% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among MISGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | MISGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | MISGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | MISGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | MISGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | MISGX vs VISGX |
Best Risk-Adjusted Alternatives to MISGX
Among mutual funds in the Small Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund | 93 | Sep 4, 2001 | MISGX vs NEAGX | |
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | MISGX vs NEAIX | |
| Oberweis Micro Cap Fund | 90 | Dec 29, 1995 | MISGX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 89 | Jan 2, 2003 | MISGX vs HRSMX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | MISGX vs DMCRX |
Top Performing MISGX Alternatives (YTD)
MISGX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 31.31% | Mar 20, 2000 | MISGX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | MISGX vs KSOAX | |
| Oberweis Micro Cap Fund | 13.51% | Dec 29, 1995 | MISGX vs OBMCX | |
| Needham Aggressive Growth Fund | 11.92% | Sep 4, 2001 | MISGX vs NEAGX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | MISGX vs NESIX |
Lowest Volatility Alternatives to MISGX
MISGX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | MISGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | MISGX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | MISGX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | MISGX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | MISGX vs ETEGX |
Lowest Drawdown Alternatives to MISGX
MISGX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | MISGX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | MISGX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | MISGX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | MISGX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | MISGX vs CTSIX |
Other Mutual Funds from Meridian
Most popular Meridian mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Meridian Growth Fund | Small Cap Growth Equities | 2 | -10.55% | Aug 1, 1984 | MISGX vs MERDX | |
| Meridian Contrarian Fund | Mid Cap Blend Equities | 56 | -2.28% | Feb 10, 1994 | MISGX vs MVALX | |
| Meridian Enhanced Equity Fund | Large Cap Growth Equities | 15 | -1.60% | Jan 31, 2005 | MISGX vs MEIFX |
Often Compared With MISGX
What investors most often compare with MISGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Extended Market ETF | Small Cap Blend Equities | 53 | -0.59% | Dec 27, 2001 | MISGX vs VXF | |
| Needham Small Cap Growth Fund | Small Cap Growth Equities | 77 | 9.51% | May 22, 2002 | MISGX vs NESGX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 44 | -0.28% | Dec 31, 1997 | MISGX vs PNSAX | |
| Federated Hermes MDT Small Cap Growth Fund | Small Cap Growth Equities | 46 | -7.16% | Sep 15, 2005 | MISGX vs QISGX |
Compare MISGX with Any Fund or Stock
Compare MISGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.