Northern Mid Cap Index Fund (NOMIX) belongs to the Mid 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 NOMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NOMIX
NOMIX charges 0.10% annually. There are 13 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.02% | 224.00B | Dec 2010 | NOMIX vs VMCPX | |
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | NOMIX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 224.00B | May 1998 | NOMIX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 97.70B | Jan 2011 | NOMIX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | NOMIX vs FSMAX |
Best Risk-Adjusted Alternatives to NOMIX
NOMIX has a PortfoliosLab risk / return rank of 48. There are 65 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 90 | — | Jan 2005 | NOMIX vs PFSLX | |
| Gotham Enhanced Return Fund | 88 | — | May 2013 | NOMIX vs GENIX | |
| Vanguard Strategic Equity Fund | 88 | 12.20B | Aug 1995 | NOMIX vs VSEQX | |
| Thompson MidCap Fund | 84 | — | Mar 2008 | NOMIX vs THPMX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 82 | — | Oct 2023 | NOMIX vs FTHMX |
Top Performing NOMIX Alternatives (YTD)
NOMIX is at 14.71% YTD. There are 57 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 37.13% | — | Jan 2005 | NOMIX vs PFSLX | |
| 13D Activist Fund | 28.42% | — | Dec 2011 | NOMIX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 26.12% | — | Aug 2015 | NOMIX vs FZFLX | |
| Hodges Fund | 22.63% | — | Oct 1992 | NOMIX vs HDPMX | |
| Tarkio Fund | 22.38% | — | Jun 2011 | NOMIX vs TARKX |
Lowest Volatility Alternatives to NOMIX
NOMIX has 16.77% 1-year volatility. There are 83 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.73%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.73% | — | Dec 2002 | NOMIX vs GWSAX | |
| Boston Trust Midcap Fund | 11.76% | — | — | NOMIX vs BTMFX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.78% | — | Jul 1999 | NOMIX vs TLVAX | |
| Boston Trust Walden Midcap Fund | 11.90% | — | Aug 2011 | NOMIX vs WAMFX | |
| Victory RS Investors Fund | 12.03% | — | Nov 2005 | NOMIX vs RSINX |
Lowest Drawdown Alternatives to NOMIX
NOMIX has a 1-year max drawdown of -8.84%. There are 39 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | NOMIX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | NOMIX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | NOMIX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | NOMIX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | NOMIX vs DNLDX |
Other Mutual Funds from Northern Trust
The 10 most viewed Northern Trust mutual funds shown here include NOIEX, NOSIX, NHFIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Northern Income Equity Fund | Large Cap Value Equities, Dividend, Actively Managed | 78 | 12.25% | — | Apr 1994 | NOMIX vs NOIEX | |
| Northern Stock Index Fund | Large Cap Blend Equities | 62 | 9.34% | — | Oct 1996 | NOMIX vs NOSIX | |
| Northern High Yield Fixed Income Fund | High Yield Bonds | 80 | 2.00% | — | Dec 1998 | NOMIX vs NHFIX | |
| Northern Global Sustainability Index Fund | Global Equities | 57 | 9.33% | — | Mar 2008 | NOMIX vs NSRIX | |
| Northern Small Cap Value Fund | Small Cap Value Equities | 86 | 21.99% | — | Mar 1994 | NOMIX vs NOSGX | |
| Northern International Equity Index Fund | Foreign Large Cap Equities | 61 | 12.75% | — | Mar 2005 | NOMIX vs NOINX | |
| Northern Large Cap Core Fund | Large Cap Blend Equities | 74 | 9.87% | — | Dec 2005 | NOMIX vs NOLCX | |
| Northern Small Cap Core Fund | Small Cap Blend Equities | 83 | 21.27% | — | Sep 1999 | NOMIX vs NSGRX | |
| Northern Bond Index Fund | Intermediate Core Bond | 13 | -1.04% | — | Feb 2007 | NOMIX vs NOBOX | |
| Northern Small Cap Index Fund | Small Cap Blend Equities | 76 | 19.46% | — | Sep 1999 | NOMIX vs NSIDX |
Often Compared With NOMIX
Investors most often compare NOMIX with MDY, MISIX, BIGTX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare NOMIX with Any Fund or Stock
Compare NOMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NOMIX with funds that move differently
Northern Mid Cap Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NOMIX.
Explore NOMIX Diversifiers