Vanguard Mid-Cap Growth Fund (VMGRX) 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 VMGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VMGRX
VMGRX charges 0.33% annually. There are 10 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 | VMGRX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | VMGRX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | VMGRX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | VMGRX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | VMGRX vs VMFGX |
Best Risk-Adjusted Alternatives to VMGRX
VMGRX has a PortfoliosLab risk / return rank of 6. There are 110 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 | VMGRX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | VMGRX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | VMGRX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | VMGRX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | VMGRX vs POAGX |
Top Performing VMGRX Alternatives (YTD)
VMGRX is at 3.10% YTD. There are 130 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | VMGRX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | VMGRX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | VMGRX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | VMGRX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | VMGRX vs POAGX |
Lowest Volatility Alternatives to VMGRX
VMGRX has 20.44% 1-year volatility. There are 117 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.72% | — | May 2021 | VMGRX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | VMGRX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | VMGRX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | VMGRX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | VMGRX vs VLIFX |
Lowest Drawdown Alternatives to VMGRX
VMGRX has a 1-year max drawdown of -19.09%. There are 138 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 | VMGRX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | VMGRX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | VMGRX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | VMGRX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | VMGRX 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 VMGRX
Investors most often compare VMGRX with VOO, VQNPX, MPEGX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare VMGRX with Any Fund or Stock
Compare VMGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VMGRX with funds that move differently
Vanguard Mid-Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VMGRX.
Explore VMGRX Diversifiers