Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares (VMFGX) 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 VMFGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VMFGX
VMFGX charges 0.08% annually. There are 4 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 | VMFGX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | VMFGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | VMFGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 34.80B | Sep 2011 | VMFGX vs VMGMX | |
| T. Rowe Price Mid-Cap Index Fund | 0.14% | — | Dec 2015 | VMFGX vs TRMSX |
Best Risk-Adjusted Alternatives to VMFGX
VMFGX has a PortfoliosLab risk / return rank of 44. There are 10 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 | VMFGX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 75 | — | Nov 2004 | VMFGX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 74 | — | Jun 1998 | VMFGX vs MGOYX | |
| Timothy Plan Aggressive Growth Fund | 63 | — | Oct 2000 | VMFGX vs TAAGX | |
| USAA Extended Market Index Fund | 62 | — | Oct 2000 | VMFGX vs USMIX |
Top Performing VMFGX Alternatives (YTD)
VMFGX is at 15.87% YTD. There are 14 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 | VMFGX vs NEEIX | |
| Needham Growth Fund | 35.60% | — | Jan 1996 | VMFGX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 34.57% | — | May 2007 | VMFGX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 25.25% | — | Oct 2000 | VMFGX vs TAAGX | |
| Kinetics Paradigm Fund | 23.11% | — | Dec 1999 | VMFGX vs WWNPX |
Lowest Volatility Alternatives to VMFGX
VMFGX has 17.70% 1-year volatility. There are 63 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 | VMFGX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.41% | — | May 2010 | VMFGX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.59% | — | Dec 1996 | VMFGX vs VSNGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.59% | — | Jul 1997 | VMFGX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.64% | — | Jul 1996 | VMFGX vs PMEGX |
Lowest Drawdown Alternatives to VMFGX
VMFGX has a 1-year max drawdown of -9.91%. There are 9 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 | VMFGX vs BBMIX | |
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | VMFGX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | VMFGX vs VSNGX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | VMFGX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | VMFGX vs FAMVX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.
Often Compared With VMFGX
Investors most often compare VMFGX with VSMPX, VSPGX, FSMAX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare VMFGX with Any Fund or Stock
Compare VMFGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VMFGX with funds that move differently
Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VMFGX.
Explore VMFGX Diversifiers