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 38. There are 166 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 | 99 | — | Sep 2010 | BCGIX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 97 | — | Jul 2014 | BCGIX vs CWFIX | |
| Penn Capital Short Duration High Income Fund | 97 | — | Jul 2017 | BCGIX vs PSHNX |
Top Performing BCGIX Alternatives (YTD)
BCGIX is at 0.20% YTD. There are 177 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 8.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Capital & Income Fund | 8.52% | — | Nov 1977 | BCGIX vs FAGIX | |
| Pioneer ILS Interval Fund | 8.28% | — | Dec 2014 | BCGIX vs XILSX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.73% | — | Oct 2018 | BCGIX vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.68% | — | Jul 1995 | BCGIX vs FAHCX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.52% | — | Jan 1987 | BCGIX vs FAHYX |
Lowest Volatility Alternatives to BCGIX
BCGIX has 2.92% 1-year volatility. There are 52 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund | 0.88% | — | Mar 2019 | BCGIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 0.88% | — | Sep 2010 | BCGIX vs RPHIX | |
| 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 | 1.70% | — | 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, FOCIX, PRFRX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Advisor High Income Advantage Fund Class ... | High Yield Bonds | 89 | 7.15% | — | Nov 1997 | BCGIX vs FAHEX | |
| Fairholme Focused Income Fund | High Yield Bonds | 38 | 6.44% | — | Dec 2009 | BCGIX vs FOCIX | |
| T. Rowe Price Floating Rate Fund | High Yield Bonds | 96 | 0.95% | — | Jul 2011 | BCGIX vs PRFRX | |
| American Beacon SiM High Yield Opportunities Fund ... | High Yield Bonds | 96 | 2.06% | — | Feb 2011 | BCGIX vs SHOYX | |
| American Beacon SiM High Yld Opps Fund | High Yield Bonds | 96 | 1.91% | — | Feb 2011 | BCGIX vs SHYPX | |
| Nuveen Global High Income Fund | High Yield Bonds | 15 | 5.00% | — | Nov 2014 | BCGIX vs JGH | |
| Payden High Income Fund | High Yield Bonds | 95 | 2.44% | — | Dec 1997 | BCGIX vs PYHRX |
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