Papp Small & Mid-Cap Growth Fund (PAPPX) Alternatives
Papp Small & Mid-Cap Growth Fund (PAPPX) 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 PAPPX. 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 PAPPX
PAPPX charges 1.27% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among PAPPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | PAPPX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | PAPPX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | PAPPX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | PAPPX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | PAPPX vs VMGMX |
Best Risk-Adjusted Alternatives to PAPPX
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 | PAPPX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | PAPPX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | PAPPX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | PAPPX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | PAPPX vs BFGIX |
Top Performing PAPPX Alternatives (YTD)
PAPPX 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 | PAPPX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | PAPPX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | PAPPX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | PAPPX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | PAPPX vs NEEGX |
Lowest Volatility Alternatives to PAPPX
PAPPX 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% | — | PAPPX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | PAPPX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | PAPPX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | PAPPX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | PAPPX vs VSNGX |
Lowest Drawdown Alternatives to PAPPX
PAPPX 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 | PAPPX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | PAPPX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | PAPPX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | PAPPX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | PAPPX vs VLEQX |
Often Compared With PAPPX
What investors most often compare with PAPPX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Janus Henderson Small/Mid Cap Growth Alpha ETF | Mid Cap Growth Equities | 36 | -2.61% | Feb 25, 2016 | PAPPX vs JSMD |
Compare PAPPX with Any Fund or Stock
Compare PAPPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.