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 66 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% | 33.80B | 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 22. There are 42 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 92 | — | Dec 2016 | VSNGX vs NEEIX | |
| Needham Growth Fund | 90 | — | Jan 1996 | VSNGX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 88 | 31.20B | Aug 1995 | VSNGX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 87 | — | Oct 2000 | VSNGX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | VSNGX vs POAGX |
Top Performing VSNGX Alternatives (YTD)
VSNGX is at 7.99% YTD. There are 66 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 57.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 57.27% | — | Dec 2016 | VSNGX vs NEEIX | |
| Needham Growth Fund | 56.96% | — | Jan 1996 | VSNGX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 36.47% | — | Oct 2000 | VSNGX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 26.92% | — | Jul 2019 | VSNGX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 24.92% | — | Nov 2000 | VSNGX vs OEGYX |
Lowest Volatility Alternatives to VSNGX
VSNGX has 12.72% 1-year volatility. There are 3 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.10% | — | May 2013 | VSNGX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.11% | — | May 2021 | VSNGX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | VSNGX vs BQMGX | |
| Royce International Premier Fund Institutional Cla... | 13.32% | — | — | VSNGX vs RIPIX | |
| Value Line Mid Cap Focused Fund | 13.58% | — | 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 -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | VSNGX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | VSNGX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | VSNGX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | VSNGX vs SECUX | |
| Timothy Plan Aggressive Growth Fund | -9.26% | — | Oct 2000 | VSNGX vs TAAGX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 12 | 3.53% | — | Nov 2010 | VSNGX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 11 | 3.40% | — | Feb 1992 | VSNGX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 3.28% | — | Feb 1994 | VSNGX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 12 | 0.39% | — | Aug 2018 | VSNGX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 72 | 12.33% | — | Jul 1987 | VSNGX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 12 | -1.71% | — | Dec 2013 | VSNGX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 76 | 0.99% | — | Jun 2014 | VSNGX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 3.06% | — | Sep 1993 | VSNGX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 12 | 0.35% | — | Aug 2018 | VSNGX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 2.06% | — | Oct 1999 | VSNGX vs VHIAX |
Often Compared With VSNGX
Investors most often compare VSNGX with OSGIX, BBSC, SPY. These 20 comparison targets span 5 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