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 163 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% | 33.80B | 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 45. There are 14 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 | TGFRX vs VHCOX | |
| Needham Growth Fund | 82 | — | Jan 1996 | TGFRX vs NEEGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | TGFRX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 80 | — | Oct 2000 | TGFRX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 80 | — | Nov 2004 | TGFRX vs POAGX |
Top Performing TGFRX Alternatives (YTD)
TGFRX is at 13.93% YTD. There are 37 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 46.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 46.24% | — | Dec 2016 | TGFRX vs NEEIX | |
| Needham Growth Fund | 45.92% | — | Jan 1996 | TGFRX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 38.19% | — | May 2007 | TGFRX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 30.17% | — | Oct 2000 | TGFRX vs TAAGX | |
| Kinetics Paradigm Fund | 26.11% | — | Dec 1999 | TGFRX vs WWNPX |
Lowest Volatility Alternatives to TGFRX
TGFRX has 30.85% 1-year volatility. There are 156 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.68%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.68% | — | May 2021 | TGFRX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | TGFRX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.69% | — | Dec 1996 | TGFRX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.49% | — | Mar 1950 | TGFRX vs VLIFX | |
| Sparrow Growth Fund | 13.53% | — | Oct 1998 | TGFRX vs SGFFX |
Lowest Drawdown Alternatives to TGFRX
TGFRX has a 1-year max drawdown of -16.01%. There are 114 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 | TGFRX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | TGFRX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | TGFRX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | TGFRX vs SECUX | |
| Timothy Plan Aggressive Growth Fund | -9.26% | — | Oct 2000 | TGFRX vs TAAGX |
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