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 352 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 Total Stock Market Index Fund Institution... | 0.02% | 2.20T | Apr 2015 | BFSAX vs VSMPX |
Best Risk-Adjusted Alternatives to BFSAX
Among 394 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 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | BFSAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | BFSAX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | BFSAX vs POSKX | |
| Centre American Select Equity Fund | 90 | — | Dec 2011 | BFSAX vs DHAMX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | BFSAX vs GTLOX |
Top Performing BFSAX Alternatives (YTD)
Among 395 mutual funds in the Large Cap Blend Equities category with YTD return data, the top-performing alternatives shown here go as high as 29.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.81% | 15.30B | Dec 2004 | BFSAX vs VPCCX | |
| AMG Yacktman Global Fund | 28.24% | — | Jan 2017 | BFSAX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.23% | — | Dec 2015 | BFSAX vs RESGX | |
| Archer Multi Cap Fund | 26.58% | — | Dec 2019 | BFSAX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.32% | — | Jan 1995 | BFSAX vs IGIAX |
Lowest Volatility Alternatives to BFSAX
Among 397 mutual funds in the Large Cap Blend Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | BFSAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | BFSAX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.93% | — | Jul 2012 | BFSAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.93% | — | Jul 2012 | BFSAX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | BFSAX vs FULVX |
Lowest Drawdown Alternatives to BFSAX
Among 394 mutual funds in the Large Cap Blend Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | 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