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 a closer substitute for your current allocation.
Cheapest Alternatives to PAPPX
PAPPX charges 1.27% annually. There are 140 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 | PAPPX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | PAPPX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | PAPPX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | PAPPX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | PAPPX vs VMFGX |
Best Risk-Adjusted Alternatives to PAPPX
PAPPX has a PortfoliosLab risk / return rank of 8. There are 89 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 86 | 31.20B | Aug 1995 | PAPPX vs VHCOX | |
| Needham Growth Fund | 78 | — | Jan 1996 | PAPPX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 78 | — | Oct 2000 | PAPPX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 77 | — | Nov 2004 | PAPPX vs POAGX | |
| Needham Growth Fund Institutional Class | 76 | — | Dec 2016 | PAPPX vs NEEIX |
Top Performing PAPPX Alternatives (YTD)
PAPPX is at 4.01% YTD. There are 115 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 44.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 44.89% | — | Dec 2016 | PAPPX vs NEEIX | |
| Needham Growth Fund | 44.58% | — | Jan 1996 | PAPPX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 37.54% | — | May 2007 | PAPPX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 28.73% | — | Oct 2000 | PAPPX vs TAAGX | |
| Kinetics Paradigm Fund | 25.77% | — | Dec 1999 | PAPPX vs WWNPX |
Lowest Volatility Alternatives to PAPPX
PAPPX has 13.76% 1-year volatility. There are 7 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 | PAPPX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.31% | — | May 2010 | PAPPX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.69% | — | Dec 1996 | PAPPX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.49% | — | Mar 1950 | PAPPX vs VLIFX | |
| Sparrow Growth Fund | 13.52% | — | Oct 1998 | PAPPX vs SGFFX |
Lowest Drawdown Alternatives to PAPPX
PAPPX has a 1-year max drawdown of -9.55%. There are 7 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 | PAPPX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | PAPPX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | PAPPX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | PAPPX vs SECUX | |
| Timothy Plan Aggressive Growth Fund | -9.37% | — | Oct 2000 | PAPPX vs TAAGX |
Often Compared With PAPPX
Investors most often compare PAPPX with JSMD, VLEQX, BARIX. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PAPPX with Any Fund or Stock
Compare PAPPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PAPPX with funds that move differently
Papp Small & Mid-Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PAPPX.
Explore PAPPX Diversifiers