BrandywineGLOBAL Corporate Credit Fund Class I (BCGIX) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BCGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BCGIX
BCGIX charges 0.60% annually. There are 29 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | — | Dec 2008 | BCGIX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.12% | 25.80B | Nov 2001 | BCGIX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | — | Dec 2017 | BCGIX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.22% | 25.80B | Dec 1978 | BCGIX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | — | Nov 2020 | BCGIX vs CRDOX |
Best Risk-Adjusted Alternatives to BCGIX
BCGIX has a PortfoliosLab risk / return rank of 41. There are 163 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | — | Dec 2014 | BCGIX vs XILSX | |
| Cliffwater Corporate Lending Fund Class I Shares | 100 | — | Jun 2019 | BCGIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | — | Sep 2010 | BCGIX vs RPHIX | |
| Intrepid Income Fund | 97 | — | Aug 2010 | BCGIX vs ICMUX | |
| Penn Capital Short Duration High Income Fund | 97 | — | Jul 2017 | BCGIX vs PSHNX |
Top Performing BCGIX Alternatives (YTD)
BCGIX is at -0.08% YTD. There are 179 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 10.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 10.04% | — | Dec 2014 | BCGIX vs XILSX | |
| Fairholme Focused Income Fund | 9.48% | — | Dec 2009 | BCGIX vs FOCIX | |
| Fidelity Capital & Income Fund | 5.47% | — | Nov 1977 | BCGIX vs FAGIX | |
| Nuveen Global High Income Fund | 5.11% | — | Nov 2014 | BCGIX vs JGH | |
| Fidelity Advisor High Income Advantage Fund Class ... | 4.93% | — | Oct 2018 | BCGIX vs FIQTX |
Lowest Volatility Alternatives to BCGIX
BCGIX has 2.89% 1-year volatility. There are 54 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | 0.83% | — | Sep 2010 | BCGIX vs RPHIX | |
| Cliffwater Corporate Lending Fund Class I Shares | 0.85% | — | Jun 2019 | BCGIX vs CCLFX | |
| Chartwell Short Duration High Yield Fund | 1.51% | — | Jul 2014 | BCGIX vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.64% | — | Oct 2012 | BCGIX vs SCFIX | |
| Osterweis Strategic Income Fund | 1.77% | — | Aug 2002 | BCGIX vs OSTIX |
Lowest Drawdown Alternatives to BCGIX
BCGIX has a 1-year max drawdown of -2.49%. There are 103 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | -0.10% | — | Dec 2014 | BCGIX vs XILSX | |
| RiverPark Short Term High Yield Fund | -0.10% | — | Sep 2010 | BCGIX vs RPHIX | |
| Cliffwater Corporate Lending Fund Class I Shares | -0.19% | — | Jun 2019 | BCGIX vs CCLFX | |
| MainStay MacKay Short Duration High Yield Fund | -1.06% | — | Dec 2012 | BCGIX vs MDHVX | |
| Shenkman Capital Short Duration High Income Fund | -1.11% | — | Oct 2012 | BCGIX vs SCFIX |
Often Compared With BCGIX
Investors most often compare BCGIX with FAHYX, FAHEX, PRFRX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare BCGIX with Any Fund or Stock
Compare BCGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BCGIX with funds that move differently
BrandywineGLOBAL Corporate Credit Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BCGIX.
Explore BCGIX Diversifiers