Bridgeway Omni Small-Cap Value Fund (BOSVX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BOSVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BOSVX
BOSVX charges 0.60% annually. There are 13 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | BOSVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | BOSVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 64.90B | Sep 2011 | BOSVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | BOSVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | BOSVX vs VSMVX |
Best Risk-Adjusted Alternatives to BOSVX
BOSVX has a PortfoliosLab risk / return rank of 72. There are 23 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 94 | — | May 1998 | BOSVX vs AVALX | |
| Invesco Small Cap Value Fund | 89 | — | Jun 1999 | BOSVX vs VSCAX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | BOSVX vs MMEYX | |
| Transamerica Small Cap Value | 86 | — | Jan 2003 | BOSVX vs TSLTX | |
| Walthausen Small Cap Value Fund | 84 | — | Feb 2008 | BOSVX vs WSCVX |
Top Performing BOSVX Alternatives (YTD)
BOSVX is at 19.41% YTD. There are 16 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 31.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 31.33% | — | Jun 1999 | BOSVX vs VSCAX | |
| Victory Integrity Discovery Fund | 30.40% | — | Dec 1996 | BOSVX vs MMEYX | |
| Royce Opportunity Fund | 29.63% | — | Nov 1996 | BOSVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 25.67% | — | Apr 2021 | BOSVX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 25.02% | — | Jun 2002 | BOSVX vs QRSVX |
Lowest Volatility Alternatives to BOSVX
BOSVX has 19.64% 1-year volatility. There are 116 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 1.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 1.07% | — | Sep 2017 | BOSVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | BOSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.23% | — | Apr 1997 | BOSVX vs TASCX | |
| VELA Small Cap Fund | 14.38% | — | Sep 2020 | BOSVX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.38% | — | Mar 2007 | BOSVX vs ARSMX |
Lowest Drawdown Alternatives to BOSVX
BOSVX has a 1-year max drawdown of -8.27%. There are 11 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | BOSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | BOSVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | BOSVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | BOSVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | BOSVX vs TSLTX |
Other Mutual Funds from Bridgeway
The 5 most viewed Bridgeway mutual funds shown here include BRSVX, BRSIX, BRAGX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Bridgeway Small Cap Value Fund | Small Cap Value Equities | 53 | 15.38% | — | Oct 2003 | BOSVX vs BRSVX | |
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 79 | 20.12% | — | Jul 1997 | BOSVX vs BRSIX | |
| Bridgeway Aggressive Investors 1 Fund | Mid Cap Blend Equities | 58 | 13.63% | — | Aug 1994 | BOSVX vs BRAGX | |
| Bridgeway Ultra Small Company Fund | Small Cap Value Equities | 28 | 10.33% | — | Aug 1994 | BOSVX vs BRUSX | |
| Bridgeway Global Opportunities Fund Class N | Equity Market Neutral | 47 | 4.08% | — | Oct 2024 | BOSVX vs BRGOX |
Often Compared With BOSVX
Investors most often compare BOSVX with AVUV, SLYV, VFIAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare BOSVX with Any Fund or Stock
Compare BOSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BOSVX with funds that move differently
Bridgeway Omni Small-Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BOSVX.
Explore BOSVX Diversifiers