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 a closer substitute for your current allocation.
Cheapest Alternatives to WMGAX
WMGAX charges 1.12% annually. There are 122 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 | WMGAX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | WMGAX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | WMGAX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | WMGAX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | WMGAX vs VMFGX |
Best Risk-Adjusted Alternatives to WMGAX
WMGAX has a PortfoliosLab risk / return rank of 3. There are 137 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 86 | 31.20B | Aug 1995 | WMGAX vs VHCOX | |
| Needham Growth Fund Institutional Class | 80 | — | Dec 2016 | WMGAX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 79 | — | Oct 2000 | WMGAX vs TAAGX | |
| Needham Growth Fund | 79 | — | Jan 1996 | WMGAX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 77 | — | Nov 2004 | WMGAX vs POAGX |
Top Performing WMGAX Alternatives (YTD)
WMGAX is at 1.14% YTD. There are 138 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 44.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 44.25% | — | Dec 2016 | WMGAX vs NEEIX | |
| Needham Growth Fund | 43.95% | — | Jan 1996 | WMGAX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 36.38% | — | May 2007 | WMGAX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 28.94% | — | Oct 2000 | WMGAX vs TAAGX | |
| Kinetics Paradigm Fund | 24.23% | — | Dec 1999 | WMGAX vs WWNPX |
Lowest Volatility Alternatives to WMGAX
WMGAX has 17.95% 1-year volatility. There are 73 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.71% | — | May 2021 | WMGAX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.31% | — | May 2010 | WMGAX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.71% | — | Dec 1996 | WMGAX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | WMGAX vs VLIFX | |
| Sparrow Growth Fund | 13.54% | — | Oct 1998 | WMGAX vs SGFFX |
Lowest Drawdown Alternatives to WMGAX
WMGAX has a 1-year max drawdown of -16.16%. There are 116 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 | WMGAX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | WMGAX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | WMGAX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | WMGAX vs SECUX | |
| Timothy Plan Aggressive Growth Fund | -9.26% | — | Oct 2000 | WMGAX vs TAAGX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, FGINX, WLGAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 94 | 85.88% | — | Jun 1996 | WMGAX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 96 | 20.16% | — | Oct 1993 | WMGAX vs FGINX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 6 | 0.55% | — | Jun 2000 | WMGAX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 55 | 19.29% | — | Jun 1987 | WMGAX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 52 | 17.73% | — | Dec 1998 | WMGAX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 21 | 5.31% | — | Aug 2003 | WMGAX vs OILGX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 69 | 2.74% | — | Jan 1984 | WMGAX vs DMTFX | |
| Delaware Value Fund | Large Cap Value Equities | 36 | 7.96% | — | Sep 1998 | WMGAX vs DDVIX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 58 | 2.64% | — | Sep 1986 | WMGAX vs CXHYX | |
| Delaware Opportunity Fund | Mid Cap Value Equities | 86 | 20.15% | — | Aug 1992 | WMGAX vs FIUSX |
Often Compared With WMGAX
Investors most often compare WMGAX with VUG, HLGEX, SPY. These 20 comparison targets span 14 categories, 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.
Pair WMGAX with funds that move differently
Delaware Ivy Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WMGAX.
Explore WMGAX Diversifiers