Tanaka Growth Fund (TGFRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TGFRX
TGFRX charges 2.19% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among TGFRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | TGFRX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | TGFRX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | TGFRX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | TGFRX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | TGFRX vs VMGMX |
Best Risk-Adjusted Alternatives to TGFRX
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 | TGFRX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | TGFRX vs NEEGX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | TGFRX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | TGFRX vs BFGIX | |
| Baron Focused Growth Fund | 71 | Jun 30, 2008 | TGFRX vs BFGFX |
Top Performing TGFRX Alternatives (YTD)
TGFRX 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 | TGFRX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | TGFRX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | TGFRX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | TGFRX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | TGFRX vs NEEGX |
Lowest Volatility Alternatives to TGFRX
TGFRX 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% | — | TGFRX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | TGFRX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | TGFRX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | TGFRX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | TGFRX vs VSNGX |
Lowest Drawdown Alternatives to TGFRX
TGFRX 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 | TGFRX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | TGFRX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | TGFRX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | TGFRX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | TGFRX vs VLEQX |
Often Compared With TGFRX
What investors most often compare with TGFRX, 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.