Sparrow Growth Fund (SGFFX) 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 SGFFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SGFFX
SGFFX charges 1.81% annually. There are 159 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 | SGFFX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | SGFFX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | SGFFX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | SGFFX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | SGFFX vs VMFGX |
Best Risk-Adjusted Alternatives to SGFFX
SGFFX has a PortfoliosLab risk / return rank of 9. There are 73 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 92 | — | Dec 2016 | SGFFX vs NEEIX | |
| Needham Growth Fund | 90 | — | Jan 1996 | SGFFX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 88 | 31.20B | Aug 1995 | SGFFX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 87 | — | Oct 2000 | SGFFX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | SGFFX vs POAGX |
Top Performing SGFFX Alternatives (YTD)
SGFFX is at -0.45% YTD. There are 132 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 57.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 57.27% | — | Dec 2016 | SGFFX vs NEEIX | |
| Needham Growth Fund | 56.96% | — | Jan 1996 | SGFFX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 36.47% | — | Oct 2000 | SGFFX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 26.92% | — | Jul 2019 | SGFFX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 24.92% | — | Nov 2000 | SGFFX vs OEGYX |
Lowest Volatility Alternatives to SGFFX
SGFFX has 13.60% 1-year volatility. There are 6 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 | SGFFX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.11% | — | May 2021 | SGFFX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | SGFFX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | SGFFX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.32% | — | — | SGFFX vs RIPIX |
Lowest Drawdown Alternatives to SGFFX
SGFFX has a 1-year max drawdown of -15.33%. There are 104 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 | SGFFX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | SGFFX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | SGFFX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | SGFFX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | SGFFX vs SECUX |
Often Compared With SGFFX
Investors most often compare SGFFX with FLCNX, KMKNX, NRMGX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SGFFX with Any Fund or Stock
Compare SGFFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SGFFX with funds that move differently
Sparrow Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SGFFX.
Explore SGFFX Diversifiers