Bridgeway Omni Small-Cap Value Fund (BOSVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BOSVX
BOSVX charges 0.60% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among BOSVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | BOSVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | BOSVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | BOSVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | BOSVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | BOSVX vs VRTVX |
Best Risk-Adjusted Alternatives to BOSVX
Among mutual funds in the Small Cap Value 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | BOSVX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | BOSVX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | BOSVX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | BOSVX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | BOSVX vs MMEYX |
Top Performing BOSVX Alternatives (YTD)
BOSVX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | BOSVX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | BOSVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | BOSVX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | BOSVX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | BOSVX vs MMEYX |
Lowest Volatility Alternatives to BOSVX
BOSVX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | BOSVX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | BOSVX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | BOSVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | BOSVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | BOSVX vs TASCX |
Lowest Drawdown Alternatives to BOSVX
BOSVX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | BOSVX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | BOSVX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | BOSVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | BOSVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | BOSVX vs JMCRX |
Other Mutual Funds from Bridgeway
Most popular Bridgeway mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Bridgeway Small Cap Value Fund | Small Cap Value Equities | 46 | 2.10% | Oct 31, 2003 | BOSVX vs BRSVX | |
| Bridgeway Aggressive Investors 1 Fund | Mid Cap Blend Equities | 51 | -5.37% | Aug 5, 1994 | BOSVX vs BRAGX | |
| Bridgeway Ultra Small Company Fund | Small Cap Value Equities | 23 | -6.03% | Aug 5, 1994 | BOSVX vs BRUSX | |
| Bridgeway Global Opportunities Fund Class N | Equity Market Neutral | 97 | 6.16% | Oct 15, 2024 | BOSVX vs BRGOX |
Often Compared With BOSVX
What investors most often compare with BOSVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Avantis US Small Cap Value ETF | Small Cap Value Equities | 74 | 8.60% | Sep 24, 2019 | BOSVX vs AVUV | |
| SPDR S&P 600 Small Cap Value ETF | Small Cap Value Equities | 61 | 4.44% | Sep 29, 2000 | BOSVX vs SLYV | |
| Vanguard 500 Index Fund Admiral Shares | Large Cap Blend Equities | 46 | -7.06% | Nov 13, 2000 | BOSVX vs VFIAX | |
| DFA U.S. Small Cap Value Portfolio I | Small Cap Value Equities | 57 | 4.70% | Mar 2, 1993 | BOSVX vs DFSVX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | BOSVX vs PRVIX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | BOSVX vs SSCVX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | BOSVX vs VSCAX |
Compare BOSVX with Any Fund or Stock
Compare BOSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.