Invesco Discovery Mid Cap Growth Fund (OEGYX) Alternatives
Invesco Discovery Mid Cap Growth Fund (OEGYX) 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 OEGYX. 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 OEGYX
OEGYX charges 0.78% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among OEGYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | OEGYX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | OEGYX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | OEGYX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | OEGYX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | OEGYX vs VMGMX |
Best Risk-Adjusted Alternatives to OEGYX
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 | 92 | Oct 5, 2000 | OEGYX vs TAAGX | |
| Needham Growth Fund | 84 | Jan 2, 1996 | OEGYX vs NEEGX | |
| Calamos Timpani SMID Growth Fund | 78 | Jul 31, 2019 | OEGYX vs CTIGX | |
| Essex Environmental Opportunities Fund | 75 | Sep 1, 2017 | OEGYX vs EEOFX | |
| Baron Focused Growth Fund | 75 | Jun 30, 2008 | OEGYX vs BFGFX |
Top Performing OEGYX Alternatives (YTD)
OEGYX 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 | 52.24% | May 4, 2007 | OEGYX vs LSHAX | |
| Kinetics Paradigm Fund | 38.76% | Dec 31, 1999 | OEGYX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 22.52% | Jan 31, 2006 | OEGYX vs KMKNX | |
| Kinetics Market Opportunities Fund | 22.43% | Jan 31, 2006 | OEGYX vs KMKAX | |
| Needham Growth Fund | 15.68% | Jan 2, 1996 | OEGYX vs NEEGX |
Lowest Volatility Alternatives to OEGYX
OEGYX 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... | 13.84% | — | OEGYX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.98% | May 26, 2010 | OEGYX vs BQMGX | |
| Villere Equity Fund | 16.35% | May 31, 2013 | OEGYX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 17.00% | Mar 1, 1950 | OEGYX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.70% | Dec 31, 1996 | OEGYX vs VSNGX |
Lowest Drawdown Alternatives to OEGYX
OEGYX 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 | -11.12% | Jun 12, 1987 | OEGYX vs BARAX | |
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | OEGYX vs BARIX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | OEGYX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | OEGYX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | OEGYX 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 | 61 | -5.88% | Oct 13, 2020 | OEGYX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 31 | 0.54% | — | OEGYX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 22 | -9.70% | Jun 23, 2005 | OEGYX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 94 | 6.89% | Jul 18, 1983 | OEGYX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 41 | 0.00% | Oct 7, 1968 | OEGYX vs ACSTX | |
| Invesco Global Fund | Global Equities | 14 | -9.72% | Dec 21, 1969 | OEGYX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 26 | -6.99% | Feb 3, 1988 | OEGYX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 62 | 0.54% | Aug 2, 1960 | OEGYX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 32 | 0.61% | Jul 28, 1997 | OEGYX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 81 | 5.98% | Jun 25, 2001 | OEGYX vs VVOAX |
Often Compared With OEGYX
What investors most often compare with OEGYX, based on PortfoliosLab usage data.
Compare OEGYX with Any Fund or Stock
Compare OEGYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.