Spyglass Growth Fund (SPYGX) Alternatives
Spyglass Growth Fund (SPYGX) 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 SPYGX. 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 SPYGX
SPYGX charges 1.05% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among SPYGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | SPYGX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | SPYGX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | SPYGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | SPYGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | SPYGX vs VMGMX |
Best Risk-Adjusted Alternatives to SPYGX
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 | SPYGX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | SPYGX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | SPYGX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | SPYGX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | SPYGX vs BFGIX |
Top Performing SPYGX Alternatives (YTD)
SPYGX 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 | SPYGX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | SPYGX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | SPYGX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | SPYGX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | SPYGX vs NEEGX |
Lowest Volatility Alternatives to SPYGX
SPYGX 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% | — | SPYGX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | SPYGX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | SPYGX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | SPYGX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | SPYGX vs VSNGX |
Lowest Drawdown Alternatives to SPYGX
SPYGX 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 | SPYGX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | SPYGX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | SPYGX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | SPYGX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | SPYGX vs VLEQX |
Often Compared With SPYGX
What investors most often compare with SPYGX, based on PortfoliosLab usage data.
Compare SPYGX with Any Fund or Stock
Compare SPYGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.