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 a closer substitute for your current allocation.
Cheapest Alternatives to BBVSX
BBVSX charges 0.41% annually. There are 7 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | BBVSX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.70B | Sep 2011 | BBVSX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | BBVSX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | BBVSX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | BBVSX vs VMVIX |
Best Risk-Adjusted Alternatives to BBVSX
BBVSX has a PortfoliosLab risk / return rank of 10. There are 107 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 89 | — | Nov 2001 | BBVSX vs SMVTX | |
| Invesco Value Opportunities Fund Class Y | 87 | — | Mar 2005 | BBVSX vs VVOIX | |
| Invesco Value Opportunities Fund | 87 | — | Jun 2001 | BBVSX vs VVOAX | |
| Invesco V.I. American Value Fund | 87 | — | Jan 1997 | BBVSX vs UMCVX | |
| Harbor Mid Cap Value Fund | 86 | — | Mar 2002 | BBVSX vs HAMVX |
Top Performing BBVSX Alternatives (YTD)
BBVSX is at 12.39% YTD. There are 48 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 24.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco V.I. American Value Fund | 24.24% | — | Jan 1997 | BBVSX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.11% | — | Mar 2005 | BBVSX vs VVOIX | |
| Invesco Value Opportunities Fund | 23.96% | — | Jun 2001 | BBVSX vs VVOAX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 21.54% | — | Nov 2001 | BBVSX vs SMVTX | |
| Fidelity Value Strategies Fund | 21.04% | — | Dec 1983 | BBVSX vs FSLSX |
Lowest Volatility Alternatives to BBVSX
BBVSX has 17.44% 1-year volatility. There are 104 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.41% | 36.70B | Sep 2011 | BBVSX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.42% | — | Aug 2006 | BBVSX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.52% | — | Dec 2013 | BBVSX vs NMAVX | |
| Principal MidCap Value Fund I | 11.74% | — | Dec 2003 | BBVSX vs PVMIX | |
| American Century Mid Cap Value Fund A Class | 11.88% | — | Mar 2004 | BBVSX vs ACLAX |
Lowest Drawdown Alternatives to BBVSX
BBVSX has a 1-year max drawdown of -13.05%. There are 111 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | BBVSX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | BBVSX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | BBVSX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | BBVSX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.70B | Sep 2011 | BBVSX vs VMVAX |
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 | 25 | 0.03% | — | Jul 2015 | BBVSX vs BBCPX | |
| Bridge Builder Large Cap Growth Fund | Large Cap Growth Equities | 5 | 5.93% | — | Apr 2015 | BBVSX vs BBGLX | |
| Bridge Builder Small/Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | 9.82% | — | Apr 2015 | BBVSX vs BBGSX | |
| Bridge Builder International Equity Fund | Foreign Large Cap Equities | 6 | 7.73% | — | Jul 2015 | BBVSX vs BBIEX | |
| Bridge Builder Large Cap Value Fund | Large Cap Value Equities | 12 | 9.43% | — | Apr 2015 | BBVSX vs BBVLX | |
| Bridge Builder Core Bond Fund | Intermediate Core Bond | 23 | 0.14% | — | Oct 2013 | BBVSX vs BBTBX | |
| Bridge Builder Municipal Bond Fund | Municipal Bonds | 70 | 1.23% | — | Sep 2015 | BBVSX vs BBMUX |
Often Compared With BBVSX
Investors most often compare BBVSX with DHTAX, JVMIX, VFVA. These 20 comparison targets span 5 categories, 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.
Pair BBVSX with funds that move differently
Bridge Builder Small/Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BBVSX.
Explore BBVSX Diversifiers