Touchstone Mid Cap Growth Fund (TEGAX) 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 TEGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TEGAX
TEGAX charges 1.21% annually. There are 135 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 | TEGAX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | TEGAX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | TEGAX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | TEGAX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | TEGAX vs VMFGX |
Best Risk-Adjusted Alternatives to TEGAX
TEGAX has a PortfoliosLab risk / return rank of 21. There are 44 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | TEGAX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | TEGAX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | TEGAX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | TEGAX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | TEGAX vs POAGX |
Top Performing TEGAX Alternatives (YTD)
TEGAX is at 15.00% YTD. There are 36 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | TEGAX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | TEGAX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | TEGAX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | TEGAX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | TEGAX vs POAGX |
Lowest Volatility Alternatives to TEGAX
TEGAX has 18.27% 1-year volatility. There are 81 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.72% | — | May 2021 | TEGAX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | TEGAX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | TEGAX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | TEGAX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | TEGAX vs VLIFX |
Lowest Drawdown Alternatives to TEGAX
TEGAX has a 1-year max drawdown of -10.89%. There are 33 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 | TEGAX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | TEGAX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | TEGAX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | TEGAX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | TEGAX vs SECUX |
Other Mutual Funds from Touchstone
The 10 most viewed Touchstone mutual funds shown here include TSFIX, SWRLX, SENCX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Touchstone Small Cap Fund | Small Cap Blend Equities | 19 | 11.90% | — | Sep 2009 | TEGAX vs TSFIX | |
| Touchstone International Equity Fund | Foreign Large Cap Equities | 92 | 21.19% | — | Mar 1993 | TEGAX vs SWRLX | |
| Touchstone Large Cap Focused Fund | Large Cap Blend Equities | 25 | 5.30% | — | Jan 1934 | TEGAX vs SENCX | |
| Touchstone Mid Cap Fund | Mid Cap Blend Equities | 5 | 2.36% | — | Jan 2003 | TEGAX vs TMCPX | |
| Touchstone Small Company Fund | Small Cap Blend Equities | 39 | 13.39% | — | Mar 1993 | TEGAX vs SAGWX | |
| Touchstone Ultra Short Duration Fixed Income Fund | Ultrashort Bond | 99 | 1.79% | — | Mar 1994 | TEGAX vs TSDOX | |
| Touchstone Balanced Fund | Diversified Portfolio | 27 | 3.54% | — | Nov 1938 | TEGAX vs SEBLX | |
| Touchstone Large Cap Fund | Large Cap Blend Equities | 49 | 12.89% | — | Jul 2014 | TEGAX vs TLCIX | |
| Touchstone Global ESG Equity Fund | Foreign Large Cap Equities | 39 | 13.07% | — | Dec 1997 | TEGAX vs TEQAX | |
| Touchstone Sands Capital Select Growth Fund | Large Cap Growth Equities | 5 | 4.19% | — | Aug 2000 | TEGAX vs PTSGX |
Often Compared With TEGAX
Investors most often compare TEGAX with ACMVX, FISGX, TOBAX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare TEGAX with Any Fund or Stock
Compare TEGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TEGAX with funds that move differently
Touchstone Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TEGAX.
Explore TEGAX Diversifiers