Bridge Builder Small/Mid Cap Growth Fund (BBGSX) Alternatives
Bridge Builder Small/Mid Cap Growth Fund (BBGSX) 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 BBGSX. 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 BBGSX
BBGSX charges 0.38% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among BBGSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | BBGSX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | BBGSX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | BBGSX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | BBGSX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | BBGSX vs VMGMX |
Best Risk-Adjusted Alternatives to BBGSX
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 | BBGSX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | BBGSX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | BBGSX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | BBGSX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | BBGSX vs BFGIX |
Top Performing BBGSX Alternatives (YTD)
BBGSX 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 | BBGSX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | BBGSX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | BBGSX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | BBGSX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | BBGSX vs NEEGX |
Lowest Volatility Alternatives to BBGSX
BBGSX 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% | — | BBGSX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | BBGSX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | BBGSX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | BBGSX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | BBGSX vs VSNGX |
Lowest Drawdown Alternatives to BBGSX
BBGSX 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 | BBGSX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | BBGSX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | BBGSX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | BBGSX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | BBGSX vs VLEQX |
Other Mutual Funds from Bridge Builder
Most popular Bridge Builder mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Bridge Builder Core Plus Bond Fund | Total Bond Market | 56 | -1.29% | Jul 13, 2015 | BBGSX vs BBCPX | |
| Bridge Builder Large Cap Growth Fund | Large Cap Growth Equities | 4 | -12.55% | Apr 27, 2015 | BBGSX vs BBGLX | |
| Bridge Builder International Equity Fund | Foreign Large Cap Equities | 10 | -3.25% | Jul 6, 2015 | BBGSX vs BBIEX | |
| Bridge Builder Large Cap Value Fund | Large Cap Value Equities | 7 | -3.02% | Apr 27, 2015 | BBGSX vs BBVLX | |
| Bridge Builder Small/Mid Cap Value Fund | Mid Cap Value Equities | 8 | 0.00% | Apr 27, 2015 | BBGSX vs BBVSX | |
| Bridge Builder Core Bond Fund | Intermediate Core Bond | 48 | -0.87% | Oct 28, 2013 | BBGSX vs BBTBX | |
| Bridge Builder Municipal Bond Fund | Municipal Bonds | 58 | -0.92% | Sep 13, 2015 | BBGSX vs BBMUX |
Often Compared With BBGSX
What investors most often compare with BBGSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | Mid Cap Blend Equities | 34 | -1.30% | Sep 8, 2011 | BBGSX vs FSMDX | |
| Vanguard Mid-Cap Growth ETF | Mid Cap Growth Equities | 21 | -7.62% | Aug 17, 2006 | BBGSX vs VOT | |
| Eaton Vance Atlanta Capital SMID-Cap Fund | Mid Cap Growth Equities | 2 | -6.70% | Apr 30, 2002 | BBGSX vs EISMX | |
| Fidelity Small Cap Index Fund | Small Cap Blend Equities | 50 | -2.46% | Sep 8, 2011 | BBGSX vs FSSNX | |
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | -2.83% | Oct 31, 2012 | BBGSX vs IMIDX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 71 | -7.28% | Jun 30, 2008 | BBGSX vs BFGFX | |
| American Funds SMALLCAP World Fund Class A | Foreign Small & Mid Cap Equities, Mid Cap Growth Equities | 45 | -4.37% | Apr 30, 1990 | BBGSX vs SMCWX |
Compare BBGSX with Any Fund or Stock
Compare BBGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.