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 a closer substitute for your current allocation.
Cheapest Alternatives to VMSGX
VMSGX charges 0.75% annually. There are 39 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 | VMSGX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | VMSGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | VMSGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | VMSGX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | VMSGX vs VMFGX |
Best Risk-Adjusted Alternatives to VMSGX
VMSGX has a PortfoliosLab risk / return rank of 18. There are 51 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 | VMSGX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | VMSGX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | VMSGX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | VMSGX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | VMSGX vs POAGX |
Top Performing VMSGX Alternatives (YTD)
VMSGX is at 12.53% YTD. There are 49 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 | VMSGX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | VMSGX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | VMSGX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | VMSGX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | VMSGX vs POAGX |
Lowest Volatility Alternatives to VMSGX
VMSGX has 17.48% 1-year volatility. There are 57 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 | VMSGX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | VMSGX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | VMSGX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | VMSGX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | VMSGX vs VLIFX |
Lowest Drawdown Alternatives to VMSGX
VMSGX has a 1-year max drawdown of -12.17%. There are 53 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 | VMSGX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | VMSGX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | VMSGX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | VMSGX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | VMSGX vs SECUX |
Other Mutual Funds from VALIC
The 10 most viewed VALIC mutual funds shown here include VCNIX, VGLSX, VSTIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| VALIC Company I Nasdaq-100 Index Fund | Large Cap Growth Equities | 60 | 18.22% | — | Oct 2000 | VMSGX vs VCNIX | |
| VALIC Company I Global Strategy Fund | Global Allocation | 86 | 9.98% | — | Dec 2005 | VMSGX vs VGLSX | |
| VALIC Company I Stock Index Fund | Large Cap Blend Equities | 67 | 11.15% | — | Apr 1987 | VMSGX vs VSTIX | |
| VALIC Company I Science & Technology Fund | Technology Equities | 50 | 28.30% | — | Apr 1994 | VMSGX vs VCSTX | |
| VALIC Company I Growth Fund | Large Cap Growth Equities | 19 | 9.72% | — | Dec 2005 | VMSGX vs VCULX | |
| VALIC Company I Blue Chip Growth Fund | Large Cap Growth Equities | 16 | 2.55% | — | Nov 2000 | VMSGX vs VCBCX | |
| VALIC Company I International Equities Index Fund | Foreign Large Cap Equities | 34 | 9.84% | — | Oct 1989 | VMSGX vs VCIEX | |
| VALIC Company I Systematic Core Fund | Large Cap Blend Equities | 43 | 8.25% | — | Apr 1994 | VMSGX vs VCGAX | |
| VALIC Company I Inflation Protected Fund | Inflation-Protected Bonds | 38 | 1.53% | — | Dec 2004 | VMSGX vs VCTPX | |
| Vertical Capital Income Fund | Global Bonds | 8 | -0.74% | — | Dec 2011 | VMSGX vs VCIFX |
Often Compared With VMSGX
Investors most often compare VMSGX with VMGRX, VFIAX, IVOO. These 20 comparison targets span 14 categories, 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.
Pair VMSGX with funds that move differently
VALIC Company I Mid Cap Strategic Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VMSGX.
Explore VMSGX Diversifiers