MassMutual Small Cap Growth Equity Fund (MMGEX) 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 MMGEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MMGEX
MMGEX charges 1.41% annually. There are 141 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 | MMGEX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | MMGEX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | MMGEX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | MMGEX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | MMGEX vs VISGX |
Best Risk-Adjusted Alternatives to MMGEX
MMGEX has a PortfoliosLab risk / return rank of 74. There are 19 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | MMGEX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | MMGEX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | MMGEX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | MMGEX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | MMGEX vs NEAIX |
Top Performing MMGEX Alternatives (YTD)
MMGEX is at 25.24% YTD. There are 26 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | MMGEX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | MMGEX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | MMGEX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | MMGEX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | MMGEX vs OBMCX |
Lowest Volatility Alternatives to MMGEX
MMGEX has 20.88% 1-year volatility. There are 75 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | MMGEX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | MMGEX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | MMGEX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | MMGEX vs NBGNX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | MMGEX vs ETMGX |
Lowest Drawdown Alternatives to MMGEX
MMGEX has a 1-year max drawdown of -10.47%. There are 17 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 | MMGEX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | MMGEX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | MMGEX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | MMGEX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | MMGEX vs RFIMX |
Other Mutual Funds from MassMutual
The 10 most viewed MassMutual mutual funds shown here include MOGAX, MIEYX, MDDAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MassMutual 60/40 Allocation Fund | Diversified Portfolio | — | — | — | Jun 2011 | MMGEX vs MOGAX | |
| MM S&P 500 Index Fund | S&P 500 | 62 | 11.10% | — | Feb 1998 | MMGEX vs MIEYX | |
| MassMutual Diversified Value Fund | Large Cap Value Equities | 84 | 14.06% | — | Oct 2004 | MMGEX vs MDDAX | |
| MassMutual Core Bond Fund | Intermediate Core Bond | 33 | 0.59% | — | Sep 1994 | MMGEX vs MCBDX | |
| MassMutual Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | 5.92% | — | May 2000 | MMGEX vs MEFAX | |
| MassMutual Short Duration Bond Fund | Short-Term Bond | 89 | 1.00% | — | Sep 1994 | MMGEX vs MSTDX | |
| MassMutual Diversified Bond Fund | Intermediate Core-Plus Bond | 86 | 2.93% | — | May 1999 | MMGEX vs MDVAX | |
| MassMutual Global Fund | Global Equities | 16 | 7.99% | — | Dec 2004 | MMGEX vs MGFAX | |
| MassMutual Blue Chip Growth Fund | Large Cap Growth Equities | 8 | -0.05% | — | May 2001 | MMGEX vs MBCSX | |
| MassMutual High Yield Fund | High Yield Bonds | 80 | 2.61% | — | Sep 2000 | MMGEX vs DLHYX |
Often Compared With MMGEX
Investors most often compare MMGEX with NCLEX, AVUV, DLBMX. These 19 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare MMGEX with Any Fund or Stock
Compare MMGEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MMGEX with funds that move differently
MassMutual Small Cap Growth Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MMGEX.
Explore MMGEX Diversifiers