T. Rowe Price Institutional Mid Cap Equity Growth Fund (PMEGX) Alternatives
T. Rowe Price Institutional Mid Cap Equity Growth Fund (PMEGX) 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 PMEGX. 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 PMEGX
PMEGX charges 0.61% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among PMEGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | PMEGX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | PMEGX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | PMEGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | PMEGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | PMEGX vs VMGMX |
Best Risk-Adjusted Alternatives to PMEGX
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 | PMEGX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | PMEGX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | PMEGX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | PMEGX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | PMEGX vs BFGIX |
Top Performing PMEGX Alternatives (YTD)
PMEGX 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 | PMEGX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | PMEGX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | PMEGX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | PMEGX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | PMEGX vs NEEGX |
Lowest Volatility Alternatives to PMEGX
PMEGX 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% | — | PMEGX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | PMEGX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | PMEGX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | PMEGX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | PMEGX vs VSNGX |
Lowest Drawdown Alternatives to PMEGX
PMEGX 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 | PMEGX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | PMEGX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | PMEGX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | PMEGX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | PMEGX vs VLEQX |
Other Mutual Funds from T. Rowe Price
Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.
Often Compared With PMEGX
What investors most often compare with PMEGX, based on PortfoliosLab usage data.
Compare PMEGX with Any Fund or Stock
Compare PMEGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.