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 28 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 42. 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 | 100 | — | Mar 2019 | BCGIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | — | Sep 2010 | BCGIX vs RPHIX | |
| T. Rowe Price Floating Rate Fund | 97 | — | Jul 2011 | BCGIX vs PRFRX | |
| Chartwell Short Duration High Yield Fund | 97 | — | Jul 2014 | BCGIX vs CWFIX |
Top Performing BCGIX Alternatives (YTD)
BCGIX is at 0.61% YTD. There are 176 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 9.01%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 9.01% | — | Dec 2014 | BCGIX vs XILSX | |
| Fairholme Focused Income Fund | 8.58% | — | Dec 2009 | BCGIX vs FOCIX | |
| Fidelity Capital & Income Fund | 7.46% | — | Nov 1977 | BCGIX vs FAGIX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 6.84% | — | Oct 2018 | BCGIX vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 6.79% | — | Jul 1995 | BCGIX vs FAHCX |
Lowest Volatility Alternatives to BCGIX
BCGIX has 2.86% 1-year volatility. There are 51 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund | 0.85% | — | Mar 2019 | BCGIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 0.85% | — | Sep 2010 | BCGIX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 1.50% | — | Jul 2014 | BCGIX vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.63% | — | Oct 2012 | BCGIX vs SCFIX | |
| Osterweis Strategic Income Fund | 1.70% | — | Aug 2002 | BCGIX vs OSTIX |
Lowest Drawdown Alternatives to BCGIX
BCGIX has a 1-year max drawdown of -2.49%. There are 101 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 | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | -0.10% | — | Sep 2010 | BCGIX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.19% | — | Mar 2019 | BCGIX vs CCLFX | |
| Pioneer ILS Interval Fund | -0.21% | — | Dec 2014 | BCGIX vs XILSX | |
| 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 FAHEX, FAHYX, PSHNX. These 20 comparison targets span 12 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