BlackRock Sustainable Advantage Large Cap Core Fund (BIRIX) Alternatives
BlackRock Sustainable Advantage Large Cap Core Fund (BIRIX) 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 BIRIX. 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 BIRIX
BIRIX charges 0.48% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among BIRIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | BIRIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | BIRIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | BIRIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | BIRIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | BIRIX vs SSSYX |
Best Risk-Adjusted Alternatives to BIRIX
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 | BIRIX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | BIRIX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | BIRIX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | BIRIX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | BIRIX vs DHAMX |
Top Performing BIRIX Alternatives (YTD)
BIRIX 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 | BIRIX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | BIRIX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | BIRIX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | BIRIX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | BIRIX vs RCKSX |
Lowest Volatility Alternatives to BIRIX
BIRIX 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 | BIRIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | BIRIX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | BIRIX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | BIRIX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | BIRIX vs QUERX |
Lowest Drawdown Alternatives to BIRIX
BIRIX 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 | BIRIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | BIRIX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | BIRIX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | BIRIX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | BIRIX vs GQEIX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With BIRIX
What investors most often compare with BIRIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| BlackRock World ex U.S. Carbon Transition Readines... | Actively Managed, Alternative Energy Equities | 78 | 1.14% | Apr 8, 2021 | BIRIX vs LCTD | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | BIRIX vs VOO | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | BIRIX vs SPY | |
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | BIRIX vs FXAIX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | BIRIX vs VITPX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | BIRIX vs PAGDX |
Compare BIRIX with Any Fund or Stock
Compare BIRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.