Tanaka Growth Fund (TGFRX) 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 TGFRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TGFRX
TGFRX charges 2.19% annually. There are 164 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 | TGFRX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | TGFRX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | TGFRX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 34.80B | Sep 2011 | TGFRX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | TGFRX vs VMFGX |
Best Risk-Adjusted Alternatives to TGFRX
TGFRX has a PortfoliosLab risk / return rank of 48. There are 15 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 88 | 32.70B | Aug 1995 | TGFRX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 80 | — | Nov 2004 | TGFRX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 79 | — | Jun 1998 | TGFRX vs MGOYX | |
| USAA Extended Market Index Fund | 72 | — | Oct 2000 | TGFRX vs USMIX | |
| Timothy Plan Aggressive Growth Fund | 70 | — | Oct 2000 | TGFRX vs TAAGX |
Top Performing TGFRX Alternatives (YTD)
TGFRX is at 14.64% YTD. There are 27 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 38.99%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 38.99% | — | Dec 2016 | TGFRX vs NEEIX | |
| Needham Growth Fund | 38.66% | — | Jan 1996 | TGFRX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 35.00% | — | May 2007 | TGFRX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 27.71% | — | Oct 2000 | TGFRX vs TAAGX | |
| Kinetics Paradigm Fund | 23.83% | — | Dec 1999 | TGFRX vs WWNPX |
Lowest Volatility Alternatives to TGFRX
TGFRX has 32.08% 1-year volatility. There are 158 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 9.75%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 9.75% | — | May 2021 | TGFRX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.42% | — | May 2010 | TGFRX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.59% | — | Dec 1996 | TGFRX vs VSNGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.63% | — | Jul 1997 | TGFRX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.66% | — | Jul 1996 | TGFRX vs PMEGX |
Lowest Drawdown Alternatives to TGFRX
TGFRX has a 1-year max drawdown of -16.01%. There are 108 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 | TGFRX vs BBMIX | |
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | TGFRX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | TGFRX vs VSNGX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | TGFRX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | TGFRX vs FAMVX |
Often Compared With TGFRX
Investors most often compare TGFRX with SPY, AMCGX, AAPL. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare TGFRX with Any Fund or Stock
Compare TGFRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TGFRX with funds that move differently
Tanaka Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TGFRX.
Explore TGFRX Diversifiers