JPMorgan Mid Cap Equity Fund (VSNGX) 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 VSNGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VSNGX
VSNGX charges 0.89% annually. There are 65 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 | VSNGX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | VSNGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | VSNGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 34.80B | Sep 2011 | VSNGX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | VSNGX vs VMFGX |
Best Risk-Adjusted Alternatives to VSNGX
VSNGX has a PortfoliosLab risk / return rank of 36. There are 22 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 88 | 32.70B | Aug 1995 | VSNGX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 80 | — | Nov 2004 | VSNGX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 79 | — | Jun 1998 | VSNGX vs MGOYX | |
| USAA Extended Market Index Fund | 72 | — | Oct 2000 | VSNGX vs USMIX | |
| Timothy Plan Aggressive Growth Fund | 70 | — | Oct 2000 | VSNGX vs TAAGX |
Top Performing VSNGX Alternatives (YTD)
VSNGX is at 11.48% YTD. There are 44 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 38.99%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 38.99% | — | Dec 2016 | VSNGX vs NEEIX | |
| Needham Growth Fund | 38.66% | — | Jan 1996 | VSNGX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 35.00% | — | May 2007 | VSNGX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 27.71% | — | Oct 2000 | VSNGX vs TAAGX | |
| Kinetics Paradigm Fund | 23.83% | — | Dec 1999 | VSNGX vs WWNPX |
Lowest Volatility Alternatives to VSNGX
VSNGX has 12.59% 1-year volatility. There are 2 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 9.75%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 9.75% | — | May 2021 | VSNGX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.42% | — | May 2010 | VSNGX vs BQMGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.63% | — | Jul 1997 | VSNGX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.66% | — | Jul 1996 | VSNGX vs PMEGX | |
| Value Line Mid Cap Focused Fund | 13.68% | — | Mar 1950 | VSNGX vs VLIFX |
Lowest Drawdown Alternatives to VSNGX
VSNGX has a 1-year max drawdown of -8.24%. There are 2 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 | VSNGX vs BBMIX | |
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | VSNGX vs MGOYX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | VSNGX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | VSNGX vs FAMVX | |
| T. Rowe Price Mid-Cap Index Fund | -9.51% | — | Dec 2015 | VSNGX vs TRMSX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.
Often Compared With VSNGX
Investors most often compare VSNGX with OSGIX, BBSC, SPY. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare VSNGX with Any Fund or Stock
Compare VSNGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VSNGX with funds that move differently
JPMorgan Mid Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VSNGX.
Explore VSNGX Diversifiers