Delaware Ivy Mid Cap Growth Fund (WMGAX) Alternatives
Delaware Ivy Mid Cap Growth Fund (WMGAX) 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 WMGAX. 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 WMGAX
WMGAX charges 1.12% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among WMGAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | WMGAX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | WMGAX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | WMGAX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | WMGAX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | WMGAX vs VMGMX |
Best Risk-Adjusted Alternatives to WMGAX
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 | WMGAX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | WMGAX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | WMGAX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | WMGAX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | WMGAX vs BFGIX |
Top Performing WMGAX Alternatives (YTD)
WMGAX 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 | WMGAX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | WMGAX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | WMGAX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | WMGAX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | WMGAX vs NEEGX |
Lowest Volatility Alternatives to WMGAX
WMGAX 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% | — | WMGAX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | WMGAX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | WMGAX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | WMGAX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | WMGAX vs VSNGX |
Lowest Drawdown Alternatives to WMGAX
WMGAX 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 | WMGAX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | WMGAX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | WMGAX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | WMGAX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | WMGAX vs VLEQX |
Other Mutual Funds from Delaware Funds
Most popular Delaware Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 5 | -15.30% | Jun 30, 2000 | WMGAX vs WLGAX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 88 | 2.54% | Oct 4, 1993 | WMGAX vs FGINX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 41 | 3.11% | Jun 24, 1987 | WMGAX vs DEVLX | |
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 97 | 13.36% | Jun 9, 1996 | WMGAX vs DEMIX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 18 | -3.22% | Dec 29, 1998 | WMGAX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 27 | -11.98% | Aug 1, 2003 | WMGAX vs OILGX | |
| Delaware Value Fund | Large Cap Value Equities | 38 | 1.00% | Sep 14, 1998 | WMGAX vs DDVIX | |
| Delaware Ivy Mid Cap Income Opportunities Fund | Mid Cap Value Equities | 20 | -1.41% | Oct 1, 2014 | WMGAX vs IVOIX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 11 | -1.20% | Jan 10, 1984 | WMGAX vs DMTFX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 8 | -0.87% | Sep 21, 1986 | WMGAX vs CXHYX |
Often Compared With WMGAX
What investors most often compare with WMGAX, based on PortfoliosLab usage data.
Compare WMGAX with Any Fund or Stock
Compare WMGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.