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 a closer substitute for your current allocation.
Cheapest Alternatives to OEGYX
OEGYX charges 0.78% annually. There are 42 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 | OEGYX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | OEGYX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | OEGYX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | OEGYX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | OEGYX vs VMFGX |
Best Risk-Adjusted Alternatives to OEGYX
OEGYX has a PortfoliosLab risk / return rank of 50. There are 20 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | OEGYX vs NEEIX | |
| Needham Growth Fund | 93 | — | Jan 1996 | OEGYX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 92 | 31.20B | Aug 1995 | OEGYX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 92 | — | Oct 2000 | OEGYX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 86 | — | Nov 2004 | OEGYX vs POAGX |
Top Performing OEGYX Alternatives (YTD)
OEGYX is at 28.52% YTD. There are 4 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 65.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 65.52% | — | Dec 2016 | OEGYX vs NEEIX | |
| Needham Growth Fund | 65.21% | — | Jan 1996 | OEGYX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 42.04% | — | Oct 2000 | OEGYX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 30.42% | — | Jul 2019 | OEGYX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund Class A | 28.34% | — | Nov 2000 | OEGYX vs OEGAX |
Lowest Volatility Alternatives to OEGYX
OEGYX has 21.34% 1-year volatility. There are 126 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 | OEGYX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.14% | — | May 2021 | OEGYX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | OEGYX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | OEGYX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.31% | — | — | OEGYX vs RIPIX |
Lowest Drawdown Alternatives to OEGYX
OEGYX has a 1-year max drawdown of -10.14%. There are 19 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 | OEGYX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | OEGYX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | OEGYX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | OEGYX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | OEGYX vs SECUX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 71 | 20.39% | — | Oct 2020 | OEGYX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 43 | 10.14% | — | — | OEGYX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 23 | -3.25% | — | Jul 1983 | OEGYX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | 9.63% | — | Jun 2005 | OEGYX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 85 | 24.13% | — | Jun 2001 | OEGYX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 63 | 10.38% | — | Oct 1968 | OEGYX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 89 | 32.95% | — | Jun 1999 | OEGYX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 36 | 5.31% | — | Feb 1988 | OEGYX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 63 | 6.66% | — | Aug 1960 | OEGYX vs ACEIX | |
| Invesco Global Fund | Global Equities | 26 | 9.69% | — | Dec 1969 | OEGYX vs OPPAX |
Often Compared With OEGYX
Investors most often compare OEGYX with BRMKX, IMIDX, QQQ. These 20 comparison targets span 8 categories, 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.
Pair OEGYX with funds that move differently
Invesco Discovery Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OEGYX.
Explore OEGYX Diversifiers