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 0.03%.
| 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% | 218.80B | Dec 2010 | BRAGX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | BRAGX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | BRAGX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 218.80B | May 1998 | BRAGX vs VMCIX |
Best Risk-Adjusted Alternatives to BRAGX
BRAGX has a PortfoliosLab risk / return rank of 54. There are 49 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 | |
| Destinations Small-Mid Cap Equity Fund | 83 | — | Mar 2017 | BRAGX vs DSMFX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 83 | — | Aug 2015 | BRAGX vs FZFLX | |
| Vanguard Strategic Equity Fund | 83 | 11.50B | Aug 1995 | BRAGX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 83 | — | Aug 2013 | BRAGX vs FZAMX |
Top Performing BRAGX Alternatives (YTD)
BRAGX is at 12.62% YTD. There are 87 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 46.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 46.57% | — | Jan 2005 | BRAGX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 37.72% | — | Aug 2015 | BRAGX vs FZFLX | |
| Hodges Fund | 32.69% | — | Oct 1992 | BRAGX vs HDPMX | |
| 13D Activist Fund | 27.51% | — | Dec 2011 | BRAGX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 26.02% | — | Aug 2013 | BRAGX vs FZAMX |
Lowest Volatility Alternatives to BRAGX
BRAGX has 15.23% 1-year volatility. There are 48 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.84% | — | Dec 2002 | BRAGX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.83% | — | Jul 1999 | BRAGX vs TLVAX | |
| Boston Trust Midcap Fund | 11.93% | — | — | BRAGX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.04% | — | Aug 2011 | BRAGX vs WAMFX | |
| Victory RS Investors Fund | 12.11% | — | Nov 2005 | BRAGX vs RSINX |
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 -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 | 67 | 18.67% | — | Oct 2003 | BRAGX vs BRSVX | |
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 74 | 18.55% | — | Jul 1997 | BRAGX vs BRSIX | |
| Bridgeway Omni Small-Cap Value Fund | Small Cap Value Equities | 78 | 20.89% | — | Aug 2011 | BRAGX vs BOSVX | |
| Bridgeway Ultra Small Company Fund | Small Cap Value Equities | 22 | 9.10% | — | Aug 1994 | BRAGX vs BRUSX | |
| Bridgeway Global Opportunities Fund Class N | Equity Market Neutral | 83 | 7.11% | — | 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