BFSAX Alternatives & Similar Mutual Funds

BFS Equity Fund Investor Class (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 349 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
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	BFSAX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	BFSAX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	BFSAX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	BFSAX vs FLCPX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	0.02%	2.30T	Apr 2015	BFSAX vs VSMPX

Best Risk-Adjusted Alternatives to BFSAX

Among 392 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 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	97	—	Mar 2021	BFSAX vs SVPFX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	BFSAX vs FTZIX
VPCCX	Vanguard PRIMECAP Core Fund	92	18.10B	Dec 2004	BFSAX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	BFSAX vs GTLOX
POGSX	Pin Oak Equity	90	—	Aug 1992	BFSAX vs POGSX

Top Performing BFSAX Alternatives (YTD)

Among 392 mutual funds in the Large Cap Blend Equities category with YTD return data, the top-performing alternatives shown here go as high as 24.47%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.47%	18.10B	Dec 2004	BFSAX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	24.27%	—	Dec 2018	BFSAX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.85%	—	Nov 2004	BFSAX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.24%	—	Dec 2015	BFSAX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.87%	—	Jan 1995	BFSAX vs IGIAX

Lowest Volatility Alternatives to BFSAX

Among 394 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	BFSAX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	BFSAX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.23%	—	Jul 2012	BFSAX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.85%	—	Aug 2018	BFSAX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.33%	—	Feb 2012	BFSAX vs SILVX

Lowest Drawdown Alternatives to BFSAX

Among 392 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	BFSAX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	BFSAX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	BFSAX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	BFSAX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	BFSAX vs AMFEX

Often Compared With BFSAX

Investors most often compare BFSAX with QQQ, FGJEX, FEQHX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
QQQ	Invesco QQQ ETF	Nasdaq-100	49	12.26%	452.80B	Mar 1999	BFSAX vs QQQ
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	72	10.81%	—	Mar 2025	BFSAX vs FGJEX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	45	6.65%	—	Sep 2022	BFSAX vs FEQHX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	1	-6.75%	—	Mar 2019	BFSAX vs TANDX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	87	19.82%	—	Dec 2011	BFSAX vs DHAMX
GQEIX	GQG Partners US Select Quality Equity Fund	Quality Factor, Large Cap Blend Equities	15	5.88%	—	Sep 2018	BFSAX vs GQEIX
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	46	6.76%	—	Jan 1990	BFSAX vs PAGDX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	63	9.88%	34.70B	May 2001	BFSAX vs VITPX
YFSIX	AMG Yacktman Global Fund	Global Equities	29	24.97%	—	Jan 2017	BFSAX vs YFSIX
NWAUX	Nationwide GQG US Quality Equity Fund	Quality Factor, Large Cap Blend Equities	13	5.53%	—	Jan 2021	BFSAX vs NWAUX
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	59	1.10%	—	Jun 2013	BFSAX vs ORDNX
FNSTX	Fidelity Infrastructure Fund	Infrastructure Equities, Large Cap Blend Equities	24	5.53%	—	Nov 2019	BFSAX vs FNSTX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	59	11.61%	—	Nov 1988	BFSAX vs MUHLX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	61	9.35%	—	Aug 2014	BFSAX vs SSEYX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	63	9.34%	—	Sep 2014	BFSAX vs SSSYX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio Cl...	Large Cap Blend Equities	49	6.91%	—	Jan 1990	BFSAX vs PAGRX
SGOIX	First Eagle Overseas Fund Class I	Foreign Large Cap Equities	80	12.13%	—	—	BFSAX vs SGOIX
FTRIX	Fidelity Advisor Mega Cap Stock Fund Class I	Large Cap Blend Equities	72	10.68%	—	Feb 2008	BFSAX vs FTRIX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	90	20.70%	96.10B	Nov 2001	BFSAX vs VPMAX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	67	18.47%	—	Dec 2019	BFSAX vs ALSMX

Compare BFSAX with Any Fund or Stock

Compare BFSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair BFSAX with funds that move differently

BFS Equity Fund Investor Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BFSAX.

Explore BFSAX Diversifiers

BFS Equity Fund Investor Class (BFSAX) Alternatives