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 a closer substitute for your current allocation.
Cheapest Alternatives to BIRIX
BIRIX charges 0.48% annually. There are 126 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% | — | — | BIRIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | BIRIX vs FLCPX | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | BIRIX vs BKTSX |
Best Risk-Adjusted Alternatives to BIRIX
BIRIX has a PortfoliosLab risk / return rank of 79. There are 41 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | BIRIX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 94 | 17.20B | Dec 2004 | BIRIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | BIRIX vs VPMAX | |
| PRIMECAP Odyssey Growth Fund | 91 | — | Nov 2004 | BIRIX vs POGRX | |
| Pin Oak Equity | 91 | — | Aug 1992 | BIRIX vs POGSX |
Top Performing BIRIX Alternatives (YTD)
BIRIX is at 12.75% YTD. There are 63 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.27% | 17.20B | Dec 2004 | BIRIX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 28.22% | — | Nov 2004 | BIRIX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.58% | — | Jan 1995 | BIRIX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.63% | 92.00B | Nov 2001 | BIRIX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.11% | — | Dec 2015 | BIRIX vs RESGX |
Lowest Volatility Alternatives to BIRIX
BIRIX has 12.97% 1-year volatility. There are 254 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | BIRIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | BIRIX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.25% | — | Jul 2012 | BIRIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.27% | — | Jul 2012 | BIRIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | BIRIX vs JEPIX |
Lowest Drawdown Alternatives to BIRIX
BIRIX has a 1-year max drawdown of -8.46%. There are 72 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | BIRIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | BIRIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | BIRIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | BIRIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | BIRIX vs QUERX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 38 | 14.88% | — | Sep 2021 | BIRIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 10.85% | — | Jul 1993 | BIRIX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | BIRIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 63 | 12.04% | — | May 2011 | BIRIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 74 | 11.53% | — | Dec 1991 | BIRIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.30% | — | Jul 2010 | BIRIX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 39 | 6.19% | — | Aug 2005 | BIRIX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 49 | 34.92% | — | Apr 2000 | BIRIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 77 | 7.24% | — | Oct 2007 | BIRIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 73 | 13.68% | — | Sep 1999 | BIRIX vs FAMRX |
Often Compared With BIRIX
Investors most often compare BIRIX with LCTD, VOO, SPY. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare BIRIX with Any Fund or Stock
Compare BIRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BIRIX with funds that move differently
BlackRock Sustainable Advantage Large Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BIRIX.
Explore BIRIX Diversifiers