Invesco Discovery Mid Cap Growth Fund Class A (OEGAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to OEGAX
OEGAX charges 1.05% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among OEGAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | OEGAX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | OEGAX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | OEGAX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | OEGAX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | OEGAX vs VMGMX |
Best Risk-Adjusted Alternatives to OEGAX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | OEGAX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | OEGAX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | OEGAX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | OEGAX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | OEGAX vs BFGIX |
Top Performing OEGAX Alternatives (YTD)
OEGAX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | OEGAX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | OEGAX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | OEGAX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | OEGAX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | OEGAX vs NEEGX |
Lowest Volatility Alternatives to OEGAX
OEGAX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | OEGAX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | OEGAX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | OEGAX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | OEGAX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | OEGAX vs VSNGX |
Lowest Drawdown Alternatives to OEGAX
OEGAX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | OEGAX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | OEGAX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | OEGAX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | OEGAX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | OEGAX vs VLEQX |
Other Mutual Funds from Invesco
Most popular Invesco mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 48 | -8.99% | Oct 13, 2020 | OEGAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 28 | -1.47% | — | OEGAX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | -13.54% | Jun 23, 2005 | OEGAX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 92 | 0.44% | Jul 18, 1983 | OEGAX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 36 | -2.22% | Oct 7, 1968 | OEGAX vs ACSTX | |
| Invesco Global Fund | Global Equities | 9 | -13.35% | Dec 21, 1969 | OEGAX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 20 | -9.61% | Feb 3, 1988 | OEGAX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 56 | -1.20% | Aug 2, 1960 | OEGAX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 29 | -1.41% | Jul 28, 1997 | OEGAX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 76 | 3.20% | Jun 25, 2001 | OEGAX vs VVOAX |
Often Compared With OEGAX
What investors most often compare with OEGAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Small-Cap Growth ETF | Small Cap Growth Equities | 55 | 0.16% | Jan 26, 2004 | OEGAX vs VBK | |
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | -2.83% | Oct 31, 2012 | OEGAX vs IMIDX |
Compare OEGAX with Any Fund or Stock
Compare OEGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.