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 136 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% | 34.80B | 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 13. There are 60 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 84 | 32.70B | Aug 1995 | TEGAX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 75 | — | Nov 2004 | TEGAX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 74 | — | Jun 1998 | TEGAX vs MGOYX | |
| Timothy Plan Aggressive Growth Fund | 63 | — | Oct 2000 | TEGAX vs TAAGX | |
| USAA Extended Market Index Fund | 62 | — | Oct 2000 | TEGAX vs USMIX |
Top Performing TEGAX Alternatives (YTD)
TEGAX is at 10.78% YTD. There are 36 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 35.91%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 35.91% | — | Dec 2016 | TEGAX vs NEEIX | |
| Needham Growth Fund | 35.60% | — | Jan 1996 | TEGAX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 34.57% | — | May 2007 | TEGAX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 25.25% | — | Oct 2000 | TEGAX vs TAAGX | |
| Kinetics Paradigm Fund | 23.11% | — | Dec 1999 | TEGAX vs WWNPX |
Lowest Volatility Alternatives to TEGAX
TEGAX has 18.29% 1-year volatility. There are 78 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.07% | — | May 2021 | TEGAX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.41% | — | May 2010 | TEGAX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.59% | — | Dec 1996 | TEGAX vs VSNGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.59% | — | Jul 1997 | TEGAX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.64% | — | Jul 1996 | TEGAX vs PMEGX |
Lowest Drawdown Alternatives to TEGAX
TEGAX has a 1-year max drawdown of -10.89%. There are 26 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -6.92%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | -6.92% | — | May 2021 | TEGAX vs BBMIX | |
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | TEGAX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | TEGAX vs VSNGX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | TEGAX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | TEGAX vs FAMVX |
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 | 35 | 13.07% | — | Sep 2009 | TEGAX vs TSFIX | |
| Touchstone International Equity Fund | Foreign Large Cap Equities | 94 | 21.00% | — | Mar 1993 | TEGAX vs SWRLX | |
| Touchstone Large Cap Focused Fund | Large Cap Blend Equities | 29 | 6.70% | — | Jan 1934 | TEGAX vs SENCX | |
| Touchstone Mid Cap Fund | Mid Cap Blend Equities | 9 | 3.02% | — | Jan 2003 | TEGAX vs TMCPX | |
| Touchstone Small Company Fund | Small Cap Blend Equities | 66 | 15.48% | — | Mar 1993 | TEGAX vs SAGWX | |
| Touchstone Balanced Fund | Diversified Portfolio | 29 | 3.90% | — | Nov 1938 | TEGAX vs SEBLX | |
| Touchstone Ultra Short Duration Fixed Income Fund | Ultrashort Bond | 99 | 1.91% | — | Mar 1994 | TEGAX vs TSDOX | |
| Touchstone Global ESG Equity Fund | Foreign Large Cap Equities | 49 | 12.41% | — | Dec 1997 | TEGAX vs TEQAX | |
| Touchstone Mid Cap Value Fund | Mid Cap Value Equities | 74 | 15.96% | — | Sep 2009 | TEGAX vs TCVIX | |
| Touchstone Large Cap Fund | Large Cap Blend Equities | 66 | 11.67% | — | Jul 2014 | TEGAX vs TLCIX |
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