JPMorgan Mid Cap Equity Fund (VSNGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VSNGX
VSNGX charges 0.89% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among VSNGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | VSNGX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | VSNGX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | VSNGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | VSNGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | VSNGX vs VMGMX |
Best Risk-Adjusted Alternatives to VSNGX
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 | VSNGX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | VSNGX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | VSNGX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | VSNGX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | VSNGX vs BFGIX |
Top Performing VSNGX Alternatives (YTD)
VSNGX 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 | VSNGX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | VSNGX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | VSNGX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | VSNGX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | VSNGX vs NEEGX |
Lowest Volatility Alternatives to VSNGX
VSNGX 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% | — | VSNGX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | VSNGX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | VSNGX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | VSNGX vs VLIFX | |
| American Funds SMALLCAP World Fund Class A | 17.64% | Apr 30, 1990 | VSNGX vs SMCWX |
Lowest Drawdown Alternatives to VSNGX
VSNGX 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 | VSNGX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | VSNGX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | VSNGX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | VSNGX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | VSNGX vs VLEQX |
Other Mutual Funds from JPMorgan
Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | -11.56% | Nov 30, 2010 | VSNGX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | VSNGX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | VSNGX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | VSNGX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | VSNGX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | VSNGX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | VSNGX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | VSNGX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | VSNGX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | VSNGX vs VHIAX |
Often Compared With VSNGX
What investors most often compare with VSNGX, 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.