Bridgeway Aggressive Investors 1 Fund (BRAGX) belongs to the Mid 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 BRAGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BRAGX
BRAGX charges 0.39% annually. There are 19 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | BRAGX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 213.90B | Dec 2010 | BRAGX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.70B | Dec 2017 | BRAGX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 213.90B | May 1998 | BRAGX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 89.90B | Jan 2011 | BRAGX vs VEMPX |
Best Risk-Adjusted Alternatives to BRAGX
BRAGX has a PortfoliosLab risk / return rank of 58. There are 31 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | BRAGX vs PFSLX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | BRAGX vs GENIX | |
| The Texas Fund | 82 | — | Sep 2013 | BRAGX vs BIGTX | |
| Destinations Small-Mid Cap Equity Fund | 77 | — | Mar 2017 | BRAGX vs DSMFX | |
| Vanguard Strategic Equity Fund | 75 | 11.20B | Aug 1995 | BRAGX vs VSEQX |
Top Performing BRAGX Alternatives (YTD)
BRAGX is at 13.63% YTD. There are 74 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 42.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 42.35% | — | Jan 2005 | BRAGX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 33.04% | — | Aug 2015 | BRAGX vs FZFLX | |
| Hodges Fund | 28.91% | — | Oct 1992 | BRAGX vs HDPMX | |
| 13D Activist Fund | 27.27% | — | Dec 2011 | BRAGX vs DDDIX | |
| The Texas Fund | 26.40% | — | Sep 2013 | BRAGX vs BIGTX |
Lowest Volatility Alternatives to BRAGX
BRAGX has 14.60% 1-year volatility. There are 47 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Aquila Opportunity Growth Fund | 9.26% | — | Jul 1994 | BRAGX vs ATGAX | |
| Gabelli Focused Growth and Income Fund | 9.65% | — | Dec 2002 | BRAGX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.53% | — | Jul 1999 | BRAGX vs TLVAX | |
| Quantified Common Ground Fund | 11.73% | — | Dec 2019 | BRAGX vs QCGDX | |
| Boston Trust Midcap Fund | 11.80% | — | — | BRAGX vs BTMFX |
Lowest Drawdown Alternatives to BRAGX
BRAGX has a 1-year max drawdown of -8.08%. There are 14 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -5.55%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Common Ground Fund | -5.55% | — | Dec 2019 | BRAGX vs QCGDX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | BRAGX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | BRAGX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | BRAGX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | BRAGX vs FTSIX |
Other Mutual Funds from Bridgeway
The 5 most viewed Bridgeway mutual funds shown here include BRSVX, BRSIX, BOSVX and span 2 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 | BRAGX vs BRSVX | |
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 79 | 20.12% | — | Jul 1997 | BRAGX vs BRSIX | |
| Bridgeway Omni Small-Cap Value Fund | Small Cap Value Equities | 72 | 19.41% | — | Aug 2011 | BRAGX vs BOSVX | |
| Bridgeway Ultra Small Company Fund | Small Cap Value Equities | 28 | 10.33% | — | Aug 1994 | BRAGX vs BRUSX | |
| Bridgeway Global Opportunities Fund Class N | Equity Market Neutral | 47 | 4.08% | — | Oct 2024 | BRAGX vs BRGOX |
Often Compared With BRAGX
Investors most often compare BRAGX with VT, VOO, VFINX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare BRAGX with Any Fund or Stock
Compare BRAGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BRAGX with funds that move differently
Bridgeway Aggressive Investors 1 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BRAGX.
Explore BRAGX Diversifiers