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 a closer substitute for your current allocation.
Cheapest Alternatives to BBGSX
BBGSX charges 0.38% annually. There are 11 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 | BBGSX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | BBGSX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | BBGSX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | BBGSX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | BBGSX vs VMFGX |
Best Risk-Adjusted Alternatives to BBGSX
BBGSX has a PortfoliosLab risk / return rank of 9. There are 79 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | BBGSX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | BBGSX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | BBGSX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | BBGSX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | BBGSX vs POAGX |
Top Performing BBGSX Alternatives (YTD)
BBGSX is at 10.31% YTD. There are 64 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | BBGSX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | BBGSX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | BBGSX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | BBGSX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | BBGSX vs POAGX |
Lowest Volatility Alternatives to BBGSX
BBGSX has 18.73% 1-year volatility. There are 91 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.72% | — | May 2021 | BBGSX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | BBGSX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | BBGSX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | BBGSX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | BBGSX vs VLIFX |
Lowest Drawdown Alternatives to BBGSX
BBGSX has a 1-year max drawdown of -16.72%. There are 127 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 | BBGSX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | BBGSX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | BBGSX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | BBGSX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | BBGSX vs SECUX |
Other Mutual Funds from Bridge Builder
The 7 most viewed Bridge Builder mutual funds shown here include BBCPX, BBGLX, BBIEX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Bridge Builder Core Plus Bond Fund | Total Bond Market | 21 | -0.22% | — | Jul 2015 | BBGSX vs BBCPX | |
| Bridge Builder Large Cap Growth Fund | Large Cap Growth Equities | 4 | 4.55% | — | Apr 2015 | BBGSX vs BBGLX | |
| Bridge Builder International Equity Fund | Foreign Large Cap Equities | 8 | 8.63% | — | Jul 2015 | BBGSX vs BBIEX | |
| Bridge Builder Large Cap Value Fund | Large Cap Value Equities | 13 | 11.52% | — | Apr 2015 | BBGSX vs BBVLX | |
| Bridge Builder Core Bond Fund | Intermediate Core Bond | 18 | -0.27% | — | Oct 2013 | BBGSX vs BBTBX | |
| Bridge Builder Small/Mid Cap Value Fund | Mid Cap Value Equities | 9 | 15.78% | — | Apr 2015 | BBGSX vs BBVSX | |
| Bridge Builder Municipal Bond Fund | Municipal Bonds | 72 | 1.23% | — | Sep 2015 | BBGSX vs BBMUX |
Often Compared With BBGSX
Investors most often compare BBGSX with EISMX, FSMDX, FSSNX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare BBGSX with Any Fund or Stock
Compare BBGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BBGSX with funds that move differently
Bridge Builder Small/Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BBGSX.
Explore BBGSX Diversifiers