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 20 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.02% | 224.00B | Dec 2010 | BRAGX vs VMCPX | |
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | BRAGX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 224.00B | May 1998 | BRAGX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 97.70B | Jan 2011 | BRAGX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | BRAGX vs FSMAX |
Best Risk-Adjusted Alternatives to BRAGX
BRAGX has a PortfoliosLab risk / return rank of 55. There are 56 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 90 | — | Jan 2005 | BRAGX vs PFSLX | |
| Gotham Enhanced Return Fund | 88 | — | May 2013 | BRAGX vs GENIX | |
| Vanguard Strategic Equity Fund | 88 | 12.20B | Aug 1995 | BRAGX vs VSEQX | |
| Thompson MidCap Fund | 84 | — | Mar 2008 | BRAGX vs THPMX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 82 | — | Oct 2023 | BRAGX vs FTHMX |
Top Performing BRAGX Alternatives (YTD)
BRAGX is at 11.01% YTD. There are 100 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 37.13% | — | Jan 2005 | BRAGX vs PFSLX | |
| 13D Activist Fund | 28.42% | — | Dec 2011 | BRAGX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 26.12% | — | Aug 2015 | BRAGX vs FZFLX | |
| Hodges Fund | 22.63% | — | Oct 1992 | BRAGX vs HDPMX | |
| Tarkio Fund | 22.38% | — | Jun 2011 | BRAGX vs TARKX |
Lowest Volatility Alternatives to BRAGX
BRAGX has 15.53% 1-year volatility. There are 55 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.73%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.73% | — | Dec 2002 | BRAGX vs GWSAX | |
| Boston Trust Midcap Fund | 11.76% | — | — | BRAGX vs BTMFX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.78% | — | Jul 1999 | BRAGX vs TLVAX | |
| Boston Trust Walden Midcap Fund | 11.90% | — | Aug 2011 | BRAGX vs WAMFX | |
| Victory RS Investors Fund | 12.03% | — | Nov 2005 | BRAGX vs RSINX |
Lowest Drawdown Alternatives to BRAGX
BRAGX has a 1-year max drawdown of -8.08%. There are 12 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | BRAGX vs DNLDX |
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 | 84 | 20.69% | — | Oct 2003 | BRAGX vs BRSVX | |
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 75 | 12.68% | — | Jul 1997 | BRAGX vs BRSIX | |
| Bridgeway Omni Small-Cap Value Fund | Small Cap Value Equities | 91 | 25.29% | — | Aug 2011 | BRAGX vs BOSVX | |
| Bridgeway Ultra Small Company Fund | Small Cap Value Equities | 31 | 9.35% | — | Aug 1994 | BRAGX vs BRUSX | |
| Bridgeway Global Opportunities Fund Class N | Equity Market Neutral | 93 | 7.49% | — | Oct 2024 | BRAGX vs BRGOX |
Often Compared With BRAGX
Investors most often compare BRAGX with VT, VOO, VFINX. These 20 comparison targets span 11 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