Thompson MidCap Fund (THPMX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with THPMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to THPMX
THPMX charges 1.15% annually. There are 96 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | THPMX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | THPMX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | THPMX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | THPMX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | THPMX vs VEMPX |
Best Risk-Adjusted Alternatives to THPMX
THPMX has a PortfoliosLab risk / return rank of 73. There are 13 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | THPMX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | THPMX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | THPMX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | THPMX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | THPMX vs FZAMX |
Top Performing THPMX Alternatives (YTD)
THPMX is at 15.89% YTD. There are 57 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | THPMX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | THPMX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | THPMX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | THPMX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | THPMX vs FZAMX |
Lowest Volatility Alternatives to THPMX
THPMX has 15.35% 1-year volatility. There are 51 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | THPMX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | THPMX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | THPMX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | THPMX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | THPMX vs RSINX |
Lowest Drawdown Alternatives to THPMX
THPMX has a 1-year max drawdown of -9.90%. There are 77 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | THPMX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | THPMX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | THPMX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | THPMX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | THPMX vs DNLDX |
Other Mutual Funds from Thompson IM
The 2 most viewed Thompson IM mutual funds shown here include THOPX, THPGX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thompson Bond Fund | Short-Term Bond | 90 | 1.23% | — | Feb 1992 | THPMX vs THOPX | |
| Thompson LargeCap Fund | Large Cap Value Equities | 89 | 11.89% | — | Feb 1992 | THPMX vs THPGX |
Often Compared With THPMX
Investors most often compare THPMX with NVDA, BIGTX, QCGDX. These 17 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare THPMX with Any Fund or Stock
Compare THPMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair THPMX with funds that move differently
Thompson MidCap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to THPMX.
Explore THPMX Diversifiers