Bridge Builder Small/Mid Cap Value Fund (BBVSX) Alternatives
Bridge Builder Small/Mid Cap Value Fund (BBVSX) belongs to the Mid 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 BBVSX. 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 BBVSX
BBVSX charges 0.41% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among BBVSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | BBVSX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | BBVSX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | BBVSX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | BBVSX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | BBVSX vs VMVIX |
Best Risk-Adjusted Alternatives to BBVSX
Among mutual funds in the Mid Cap Value 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 | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | BBVSX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | BBVSX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | BBVSX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | BBVSX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | BBVSX vs VVOAX |
Top Performing BBVSX Alternatives (YTD)
BBVSX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | BBVSX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | BBVSX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | BBVSX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | BBVSX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | BBVSX vs HWMIX |
Lowest Volatility Alternatives to BBVSX
BBVSX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | BBVSX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | BBVSX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | BBVSX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | BBVSX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | BBVSX vs RSVAX |
Lowest Drawdown Alternatives to BBVSX
BBVSX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | BBVSX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | BBVSX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | BBVSX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | BBVSX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | BBVSX vs CISMX |
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 | BBVSX vs BBCPX | |
| Bridge Builder Small/Mid Cap Growth Fund | Mid Cap Growth Equities | 8 | -7.67% | Apr 27, 2015 | BBVSX vs BBGSX | |
| Bridge Builder Large Cap Growth Fund | Large Cap Growth Equities | 4 | -12.55% | Apr 27, 2015 | BBVSX vs BBGLX | |
| Bridge Builder International Equity Fund | Foreign Large Cap Equities | 10 | -3.25% | Jul 6, 2015 | BBVSX vs BBIEX | |
| Bridge Builder Large Cap Value Fund | Large Cap Value Equities | 7 | -3.02% | Apr 27, 2015 | BBVSX vs BBVLX | |
| Bridge Builder Core Bond Fund | Intermediate Core Bond | 48 | -0.87% | Oct 28, 2013 | BBVSX vs BBTBX | |
| Bridge Builder Municipal Bond Fund | Municipal Bonds | 58 | -0.92% | Sep 13, 2015 | BBVSX vs BBMUX |
Often Compared With BBVSX
What investors most often compare with BBVSX, based on PortfoliosLab usage data.
Compare BBVSX with Any Fund or Stock
Compare BBVSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.