SGI Small Cap Core Fund (BOGIX) belongs to the Small 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 BOGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BOGIX
BOGIX charges 1.29% annually. There are 144 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | BOGIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | BOGIX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | BOGIX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | BOGIX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | BOGIX vs TISBX |
Best Risk-Adjusted Alternatives to BOGIX
BOGIX has a PortfoliosLab risk / return rank of 81. There are 16 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | BOGIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | BOGIX vs WESCX | |
| MainStay WMC Small Companies Fund | 92 | — | Jan 1987 | BOGIX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | BOGIX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | BOGIX vs RYOTX |
Top Performing BOGIX Alternatives (YTD)
BOGIX is at 26.86% YTD. There are 8 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.81% | — | Dec 1991 | BOGIX vs RYOTX | |
| Paradigm Micro-cap Fund | 37.88% | — | Dec 2007 | BOGIX vs PVIVX | |
| River Oak Discovery Fund | 34.61% | — | Jun 2005 | BOGIX vs RIVSX | |
| Hodges Small Cap Fund | 33.25% | — | Dec 2007 | BOGIX vs HDPSX | |
| Keeley Small Cap Fund Class Institutional | 32.59% | — | Apr 1997 | BOGIX vs WWSIX |
Lowest Volatility Alternatives to BOGIX
BOGIX has 17.88% 1-year volatility. There are 74 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.47% | — | Nov 1996 | BOGIX vs HFCGX | |
| DFA International Small Company Portfolio | 14.11% | — | Sep 1996 | BOGIX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.66% | — | Feb 2017 | BOGIX vs CSMDX | |
| DWS Small Cap Core Fund | 14.84% | — | Jul 2000 | BOGIX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.20% | — | — | BOGIX vs BOSOX |
Lowest Drawdown Alternatives to BOGIX
BOGIX has a 1-year max drawdown of -8.72%. There are 13 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | BOGIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | BOGIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | BOGIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | BOGIX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | BOGIX vs SSCDX |
Often Compared With BOGIX
Investors most often compare BOGIX with DSM, HASCX, BIAUX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dimensional Small Cap Equity Fund | Small Cap Blend Equities | 33 | 1.43% | — | Jan 2013 | BOGIX vs DSM | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 83 | 32.40% | — | Dec 2001 | BOGIX vs HASCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | Small Cap Blend Equities | 60 | 16.52% | — | Dec 2008 | BOGIX vs BIAUX | |
| Auer Growth Fund | Small Cap Blend Equities | 83 | 14.41% | — | Dec 2007 | BOGIX vs AUERX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 87 | 23.83% | — | May 2010 | BOGIX vs NINLX | |
| Vanguard Small-Cap Index Fund Admiral Shares | Small Cap Blend Equities | 55 | 15.43% | 182.70B | Nov 2000 | BOGIX vs VSMAX |
Compare BOGIX with Any Fund or Stock
Compare BOGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BOGIX with funds that move differently
SGI Small Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BOGIX.
Explore BOGIX Diversifiers