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% | 67.80B | Sep 2011 | BOSVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | BOSVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | BOSVX vs VRTVX |
Best Risk-Adjusted Alternatives to BOSVX
BOSVX has a PortfoliosLab risk / return rank of 92. There are 9 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | BOSVX vs MMEYX | |
| Royce Special Equity Fund | 95 | — | May 1998 | BOSVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | 95 | — | Apr 1997 | BOSVX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | BOSVX vs AVALX | |
| PGIM Quant Solutions Small-Cap Value Fund | 94 | — | Jan 1993 | BOSVX vs TASVX |
Top Performing BOSVX Alternatives (YTD)
BOSVX is at 25.12% YTD. There are 19 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.19% | — | Dec 1996 | BOSVX vs MMEYX | |
| Columbia Select Small Cap Value Fund | 27.88% | — | Apr 1997 | BOSVX vs SSCVX | |
| Diamond Hill Small Cap Fund Class I | 27.79% | — | Dec 2000 | BOSVX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.58% | — | Dec 2000 | BOSVX vs DHSCX | |
| Royce Special Equity Fund | 26.73% | — | May 1998 | BOSVX vs RYSEX |
Lowest Volatility Alternatives to BOSVX
BOSVX has 18.94% 1-year volatility. There are 108 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.47% | — | Apr 2019 | BOSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 13.98% | — | Apr 1997 | BOSVX vs TASCX | |
| VELA Small Cap Fund | 14.27% | — | Sep 2020 | BOSVX vs VESMX | |
| Pear Tree Polaris Small Cap Fund | 14.36% | — | Aug 1992 | BOSVX vs USBNX | |
| AMG River Road Small-Mid Cap Value Fund | 14.37% | — | 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 | 84 | 20.69% | — | Oct 2003 | BOSVX vs BRSVX | |
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 74 | 12.68% | — | Jul 1997 | BOSVX vs BRSIX | |
| Bridgeway Aggressive Investors 1 Fund | Mid Cap Blend Equities | 49 | 11.01% | — | Aug 1994 | BOSVX vs BRAGX | |
| Bridgeway Ultra Small Company Fund | Small Cap Value Equities | 30 | 9.32% | — | Aug 1994 | BOSVX vs BRUSX | |
| Bridgeway Global Opportunities Fund Class N | Equity Market Neutral | 91 | 7.39% | — | Oct 2024 | BOSVX vs BRGOX |
Often Compared With BOSVX
Investors most often compare BOSVX with AVUV, SLYV, DFSVX. 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