Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) belongs to the Mid 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 MXMGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXMGX
MXMGX charges 1.02% annually. There are 97 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | MXMGX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | MXMGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | MXMGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | MXMGX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | MXMGX vs VMFGX |
Best Risk-Adjusted Alternatives to MXMGX
MXMGX has a PortfoliosLab risk / return rank of 6. There are 107 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 92 | — | Dec 2016 | MXMGX vs NEEIX | |
| Needham Growth Fund | 90 | — | Jan 1996 | MXMGX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 89 | 31.20B | Aug 1995 | MXMGX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 87 | — | Oct 2000 | MXMGX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 82 | — | Nov 2004 | MXMGX vs POAGX |
Top Performing MXMGX Alternatives (YTD)
MXMGX is at 0.79% YTD. There are 130 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 57.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 57.27% | — | Dec 2016 | MXMGX vs NEEIX | |
| Needham Growth Fund | 56.96% | — | Jan 1996 | MXMGX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 36.47% | — | Oct 2000 | MXMGX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 26.92% | — | Jul 2019 | MXMGX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 24.92% | — | Nov 2000 | MXMGX vs OEGYX |
Lowest Volatility Alternatives to MXMGX
MXMGX has 13.78% 1-year volatility. There are 9 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.10% | — | May 2013 | MXMGX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.11% | — | May 2021 | MXMGX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | MXMGX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | MXMGX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.32% | — | — | MXMGX vs RIPIX |
Lowest Drawdown Alternatives to MXMGX
MXMGX has a 1-year max drawdown of -10.29%. There are 25 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | MXMGX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | MXMGX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | MXMGX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | MXMGX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | MXMGX vs SECUX |
Other Mutual Funds from T. Rowe Price
The 10 most viewed T. Rowe Price mutual funds shown here include TRBCX, PRWCX, PRDGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund | Large Cap Growth Equities | 10 | -1.77% | — | Jun 1993 | MXMGX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 37 | 4.42% | — | Jun 1986 | MXMGX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 48 | 8.16% | — | Dec 1992 | MXMGX vs PRDGX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 10 | -1.30% | — | Sep 1985 | MXMGX vs PRWAX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 53 | 8.64% | — | Nov 1994 | MXMGX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 10 | -1.70% | — | — | MXMGX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 54 | 8.00% | — | Mar 1990 | MXMGX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 10 | -1.11% | — | Oct 2001 | MXMGX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 77 | 33.11% | — | Sep 1987 | MXMGX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 26 | 7.57% | — | Feb 2004 | MXMGX vs TRRJX |
Often Compared With MXMGX
Investors most often compare MXMGX with MXISX, MXVIX, SHSAX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare MXMGX with Any Fund or Stock
Compare MXMGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXMGX with funds that move differently
Great-West T. Rowe Price Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXMGX.
Explore MXMGX Diversifiers