Mid-cap blend funds cover companies between large and small cap — firms with established businesses that still have significant growth runway. These funds balance growth potential with business maturity.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIMAX (VANGUARD MID-CAP INDEX FUND ADMIRAL SHARES) | 10.87% | 19.54% | 15.90% | 8.42% | 11.66% | 11.61% | 9.94% | … | … |
| FSMDX (FIDELITY MID CAP INDEX FUND INSTITUTIONAL PREMIUM CLASS) | 13.43% | 23.06% | 16.75% | 8.86% | 11.82% | NA | NA | … | … |
| SWMCX (SCHWAB U.S. MID-CAP INDEX FUND) | 13.41% | 23.06% | 16.70% | 8.82% | NA | NA | NA | … | … |
| PMEGX (T. ROWE PRICE INSTITUTIONAL MID-CAP EQUITY GROWTH FUND T. ROWE PRICE INSTITUTIONAL MID-CAP EQUITY GROWTH FUND) | 1.89% | 7.04% | 7.81% | 2.90% | 11.13% | 11.91% | 11.05% | … | … |
| VMCIX (VANGUARD MID-CAP INDEX FUND INSTITUTIONAL SHARES) | 10.88% | 19.56% | 15.91% | 8.43% | 11.68% | 11.62% | 9.96% | … | … |
| TMPIX (TOUCHSTONE MID CAP FUND INSTITUTIONAL) | 1.69% | 9.51% | 9.34% | 5.72% | 10.26% | NA | NA | … | … |
| BRMIX (BlackRock Midcap Index Fund Instl Shares) | 13.07% | 22.68% | 16.55% | 8.74% | 11.76% | NA | NA | … | … |
| HUMDX (HUBER CAPITAL MID CAP VALUE FUND INVESTOR CLASS) | 12.16% | 28.42% | 14.37% | 7.19% | 8.22% | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 12/20/2017
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