Invesco Discovery Mid Cap Growth Fund Class A (OEGAX) 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 OEGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OEGAX
OEGAX charges 1.05% annually. There are 104 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 | OEGAX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | OEGAX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | OEGAX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | OEGAX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | OEGAX vs VMFGX |
Best Risk-Adjusted Alternatives to OEGAX
OEGAX has a PortfoliosLab risk / return rank of 43. There are 18 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | OEGAX vs VHCOX | |
| Needham Growth Fund | 82 | — | Jan 1996 | OEGAX vs NEEGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | OEGAX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 80 | — | Oct 2000 | OEGAX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 80 | — | Nov 2004 | OEGAX vs POAGX |
Top Performing OEGAX Alternatives (YTD)
OEGAX is at 21.16% YTD. There are 10 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 46.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 46.24% | — | Dec 2016 | OEGAX vs NEEIX | |
| Needham Growth Fund | 45.92% | — | Jan 1996 | OEGAX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 38.19% | — | May 2007 | OEGAX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 30.17% | — | Oct 2000 | OEGAX vs TAAGX | |
| Kinetics Paradigm Fund | 26.11% | — | Dec 1999 | OEGAX vs WWNPX |
Lowest Volatility Alternatives to OEGAX
OEGAX has 22.75% 1-year volatility. There are 138 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.68%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.68% | — | May 2021 | OEGAX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | OEGAX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.69% | — | Dec 1996 | OEGAX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.49% | — | Mar 1950 | OEGAX vs VLIFX | |
| Sparrow Growth Fund | 13.53% | — | Oct 1998 | OEGAX vs SGFFX |
Lowest Drawdown Alternatives to OEGAX
OEGAX has a 1-year max drawdown of -10.16%. There are 17 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 | OEGAX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | OEGAX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | OEGAX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | OEGAX vs SECUX | |
| Timothy Plan Aggressive Growth Fund | -9.26% | — | Oct 2000 | OEGAX vs TAAGX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, VAFAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 56 | 17.38% | — | Oct 2020 | OEGAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 47 | 12.10% | — | — | OEGAX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 12 | 8.10% | — | Jun 2005 | OEGAX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 23 | -11.19% | — | Jul 1983 | OEGAX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 81 | 19.18% | — | Jun 2001 | OEGAX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 71 | 11.85% | — | Oct 1968 | OEGAX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 34 | 7.34% | — | Feb 1988 | OEGAX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 82 | 27.26% | — | Jun 1999 | OEGAX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 68 | 7.11% | — | Aug 1960 | OEGAX vs ACEIX | |
| Invesco Global Fund | Global Equities | 18 | 6.71% | — | Dec 1969 | OEGAX vs OPPAX |
Often Compared With OEGAX
Investors most often compare OEGAX with VBK, BARAX, FAMVX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare OEGAX with Any Fund or Stock
Compare OEGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OEGAX with funds that move differently
Invesco Discovery Mid Cap Growth Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OEGAX.
Explore OEGAX Diversifiers