Blue Chip Investor Fund (BCIFX) belongs to the Large 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 BCIFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BCIFX
BCIFX charges 1.00% annually. There are 241 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | BCIFX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | BCIFX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | BCIFX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | BCIFX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | BCIFX vs TILVX |
Best Risk-Adjusted Alternatives to BCIFX
BCIFX has a PortfoliosLab risk / return rank of 26. There are 281 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | BCIFX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | BCIFX vs FGINX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | BCIFX vs IDIVX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | BCIFX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | BCIFX vs AVLVX |
Top Performing BCIFX Alternatives (YTD)
BCIFX is at 2.71% YTD. There are 308 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.85%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 24.85% | — | Jun 2015 | BCIFX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 23.42% | — | Nov 1935 | BCIFX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.26% | — | Jun 2022 | BCIFX vs AVLVX | |
| Al Frank Fund | 22.41% | — | May 2006 | BCIFX vs VALAX | |
| AMG Yacktman Focused Fund | 21.86% | — | May 1997 | BCIFX vs YAFFX |
Lowest Volatility Alternatives to BCIFX
BCIFX has 12.92% 1-year volatility. There are 265 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | BCIFX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | BCIFX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | BCIFX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | BCIFX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.50% | — | Dec 2007 | BCIFX vs TMMAX |
Lowest Drawdown Alternatives to BCIFX
BCIFX has a 1-year max drawdown of -11.01%. There are 302 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | BCIFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | BCIFX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | BCIFX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | BCIFX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | BCIFX vs SVAIX |
Often Compared With BCIFX
Investors most often compare BCIFX with ACIIX, FAIRX, AVERX. These 16 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare BCIFX with Any Fund or Stock
Compare BCIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BCIFX with funds that move differently
Blue Chip Investor Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BCIFX.
Explore BCIFX Diversifiers