Vanguard Mid-Cap Growth Index Fund (VMGIX) 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 VMGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VMGIX
VMGIX charges 0.19% annually. There are 6 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 | VMGIX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | VMGIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | VMGIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | VMGIX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | VMGIX vs VMFGX |
Best Risk-Adjusted Alternatives to VMGIX
VMGIX has a PortfoliosLab risk / return rank of 10. There are 83 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | VMGIX vs NEEIX | |
| Needham Growth Fund | 93 | — | Jan 1996 | VMGIX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 92 | 31.20B | Aug 1995 | VMGIX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 92 | — | Oct 2000 | VMGIX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 86 | — | Nov 2004 | VMGIX vs POAGX |
Top Performing VMGIX Alternatives (YTD)
VMGIX is at 10.07% YTD. There are 67 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 65.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 65.52% | — | Dec 2016 | VMGIX vs NEEIX | |
| Needham Growth Fund | 65.21% | — | Jan 1996 | VMGIX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 42.04% | — | Oct 2000 | VMGIX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 30.42% | — | Jul 2019 | VMGIX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 28.52% | — | Nov 2000 | VMGIX vs OEGYX |
Lowest Volatility Alternatives to VMGIX
VMGIX has 16.94% 1-year volatility. There are 50 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.10% | — | May 2013 | VMGIX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.14% | — | May 2021 | VMGIX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | VMGIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | VMGIX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.31% | — | — | VMGIX vs RIPIX |
Lowest Drawdown Alternatives to VMGIX
VMGIX has a 1-year max drawdown of -15.99%. There are 113 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 | VMGIX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | VMGIX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | VMGIX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | VMGIX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | VMGIX vs SECUX |
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 VMGIX
Investors most often compare VMGIX with VGT, NAESX, VIIIX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare VMGIX with Any Fund or Stock
Compare VMGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VMGIX with funds that move differently
Vanguard Mid-Cap Growth Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VMGIX.
Explore VMGIX Diversifiers