VALIC Company I Mid Cap Strategic Growth Fund (VMSGX) Alternatives
VALIC Company I Mid Cap Strategic Growth Fund (VMSGX) 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 VMSGX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to VMSGX
VMSGX charges 0.75% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among VMSGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | VMSGX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | VMSGX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | VMSGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | VMSGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | VMSGX vs VMGMX |
Best Risk-Adjusted Alternatives to VMSGX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | VMSGX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | VMSGX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | VMSGX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | VMSGX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | VMSGX vs BFGIX |
Top Performing VMSGX Alternatives (YTD)
VMSGX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | VMSGX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | VMSGX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | VMSGX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | VMSGX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | VMSGX vs NEEGX |
Lowest Volatility Alternatives to VMSGX
VMSGX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | VMSGX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | VMSGX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | VMSGX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | VMSGX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | VMSGX vs VSNGX |
Lowest Drawdown Alternatives to VMSGX
VMSGX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | VMSGX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | VMSGX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | VMSGX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | VMSGX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | VMSGX vs VLEQX |
Other Mutual Funds from VALIC
Most popular VALIC mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| VALIC Company I Nasdaq-100 Index Fund | Large Cap Growth Equities | 47 | -9.05% | Oct 2, 2000 | VMSGX vs VCNIX | |
| VALIC Company I Global Strategy Fund | Global Allocation | 85 | -2.11% | Dec 4, 2005 | VMSGX vs VGLSX | |
| VALIC Company I Stock Index Fund | Large Cap Blend Equities | 41 | -7.17% | Apr 20, 1987 | VMSGX vs VSTIX | |
| VALIC Company I Science & Technology Fund | Technology Equities | 41 | -9.97% | Apr 28, 1994 | VMSGX vs VCSTX | |
| VALIC Company I Small Cap Index Fund | Small Cap Blend Equities | 45 | -2.67% | May 1, 1992 | VMSGX vs VCSLX | |
| VALIC Company I Blue Chip Growth Fund | Large Cap Growth Equities | 24 | -13.29% | Nov 1, 2000 | VMSGX vs VCBCX | |
| VALIC Company I Growth Fund | Large Cap Growth Equities | 18 | -12.67% | Dec 5, 2005 | VMSGX vs VCULX | |
| VALIC Company I Systematic Core Fund | Large Cap Blend Equities | 27 | -7.95% | Apr 29, 1994 | VMSGX vs VCGAX | |
| VALIC Company I International Equities Index Fund | Foreign Large Cap Equities | 59 | -1.57% | Oct 2, 1989 | VMSGX vs VCIEX | |
| Vertical Capital Income Fund | Global Bonds | 44 | -2.24% | Dec 29, 2011 | VMSGX vs VCIFX |
Often Compared With VMSGX
What investors most often compare with VMSGX, based on PortfoliosLab usage data.
Compare VMSGX with Any Fund or Stock
Compare VMSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.