Bridge Builder Large Cap Value Fund (BBVLX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BBVLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BBVLX
BBVLX charges 0.23% annually. There are 18 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | BBVLX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | BBVLX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | BBVLX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | BBVLX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | BBVLX vs VVIAX |
Best Risk-Adjusted Alternatives to BBVLX
BBVLX has a PortfoliosLab risk / return rank of 30. There are 302 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 98 | — | Jun 2015 | BBVLX vs PKAIX | |
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | BBVLX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | BBVLX vs FGINX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | BBVLX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 98 | — | Dec 1999 | BBVLX vs MALVX |
Top Performing BBVLX Alternatives (YTD)
BBVLX is at 13.59% YTD. There are 208 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.79% | — | Jun 2015 | BBVLX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 28.28% | — | Nov 1935 | BBVLX vs LEXCX | |
| AMG Yacktman Focused Fund | 26.29% | — | May 1997 | BBVLX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 26.11% | — | Jun 2022 | BBVLX vs AVLVX | |
| North Square Advisory Research Small Cap Value Fun... | 26.10% | — | Nov 2009 | BBVLX vs ADVGX |
Lowest Volatility Alternatives to BBVLX
BBVLX has 13.24% 1-year volatility. There are 273 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.61% | — | Feb 2021 | BBVLX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | BBVLX vs FALGX | |
| The Income Fund of America Class R-1 | 7.33% | — | Dec 1973 | BBVLX vs RIDAX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | BBVLX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.56% | — | Jul 1998 | BBVLX vs ACIIX |
Lowest Drawdown Alternatives to BBVLX
BBVLX has a 1-year max drawdown of -11.28%. There are 303 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | BBVLX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | BBVLX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | BBVLX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | BBVLX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | BBVLX vs SVAIX |
Other Mutual Funds from Bridge Builder
The 7 most viewed Bridge Builder mutual funds shown here include BBCPX, BBGLX, BBGSX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Bridge Builder Core Plus Bond Fund | Total Bond Market | 11 | -1.13% | — | Jul 2015 | BBVLX vs BBCPX | |
| Bridge Builder Large Cap Growth Fund | Large Cap Growth Equities | 5 | 4.67% | — | Apr 2015 | BBVLX vs BBGLX | |
| Bridge Builder Small/Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | 8.23% | — | Apr 2015 | BBVLX vs BBGSX | |
| Bridge Builder International Equity Fund | Foreign Large Cap Equities | 19 | 11.40% | — | Jul 2015 | BBVLX vs BBIEX | |
| Bridge Builder Core Bond Fund | Intermediate Core Bond | 9 | -1.05% | — | Oct 2013 | BBVLX vs BBTBX | |
| Bridge Builder Small/Mid Cap Value Fund | Mid Cap Value Equities | 19 | 17.80% | — | Apr 2015 | BBVLX vs BBVSX | |
| Bridge Builder Municipal Bond Fund | Municipal Bonds | 54 | -0.09% | — | Sep 2015 | BBVLX vs BBMUX |
Often Compared With BBVLX
Investors most often compare BBVLX with MEIKX, VTV, DGRO. These 19 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare BBVLX with Any Fund or Stock
Compare BBVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BBVLX with funds that move differently
Bridge Builder Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BBVLX.
Explore BBVLX Diversifiers