BFS Equity Fund (BFSAX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BFSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BFSAX
BFSAX charges 1.25% annually. There are 359 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | BFSAX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | BFSAX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | BFSAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | BFSAX vs FLCPX | |
| Vanguard Institutional Total Stock Market Index Fu... | 0.02% | 35.20B | May 2001 | BFSAX vs VITPX |
Best Risk-Adjusted Alternatives to BFSAX
Among 400 mutual funds in the Large Cap Blend Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | BFSAX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 94 | 17.20B | Dec 2004 | BFSAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | BFSAX vs VPMAX | |
| PRIMECAP Odyssey Growth Fund | 91 | — | Nov 2004 | BFSAX vs POGRX | |
| Pin Oak Equity | 91 | — | Aug 1992 | BFSAX vs POGSX |
Top Performing BFSAX Alternatives (YTD)
Among 401 mutual funds in the Large Cap Blend Equities category with YTD return data, the top-performing alternatives shown here go as high as 29.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.27% | 17.20B | Dec 2004 | BFSAX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 28.22% | — | Nov 2004 | BFSAX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.58% | — | Jan 1995 | BFSAX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.63% | 92.00B | Nov 2001 | BFSAX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.11% | — | Dec 2015 | BFSAX vs RESGX |
Lowest Volatility Alternatives to BFSAX
Among 403 mutual funds in the Large Cap Blend Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | BFSAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | BFSAX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.25% | — | Jul 2012 | BFSAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.27% | — | Jul 2012 | BFSAX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | BFSAX vs JEPIX |
Lowest Drawdown Alternatives to BFSAX
Among 400 mutual funds in the Large Cap Blend Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | BFSAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | BFSAX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | BFSAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | BFSAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | BFSAX vs QUERX |
Often Compared With BFSAX
Investors most often compare BFSAX with QQQ, FGJEX, FEQHX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare BFSAX with Any Fund or Stock
Compare BFSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BFSAX with funds that move differently
BFS Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BFSAX.
Explore BFSAX Diversifiers