BFS Equity Fund (BFSAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BFSAX
BFSAX charges 1.25% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among BFSAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | BFSAX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | BFSAX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | BFSAX vs SSSYX |
Best Risk-Adjusted Alternatives to BFSAX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | BFSAX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | BFSAX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | BFSAX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | BFSAX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | BFSAX vs DHAMX |
Top Performing BFSAX Alternatives (YTD)
BFSAX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | BFSAX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | BFSAX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | BFSAX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | BFSAX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | BFSAX vs RCKSX |
Lowest Volatility Alternatives to BFSAX
BFSAX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | BFSAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | BFSAX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | BFSAX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | BFSAX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | BFSAX vs QUERX |
Lowest Drawdown Alternatives to BFSAX
BFSAX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | BFSAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | BFSAX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | BFSAX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | BFSAX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | BFSAX vs GQEIX |
Often Compared With BFSAX
What investors most often compare with BFSAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | BFSAX vs QQQ | |
| Castle Tandem Fund | Large Cap Blend Equities | 0 | -9.28% | Mar 15, 2019 | BFSAX vs TANDX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | BFSAX vs VITPX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | BFSAX vs PAGDX | |
| Vanguard Total Stock Market Index Fund Institution... | Large Cap Blend Equities | 46 | -6.74% | Apr 28, 2015 | BFSAX vs VSMPX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 44 | -7.05% | Aug 11, 2014 | BFSAX vs SSEYX |
Compare BFSAX with Any Fund or Stock
Compare BFSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.