BRCAX Alternatives & Similar Mutual Funds

Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX) belongs to the Commodities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BRCAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to BRCAX

BRCAX charges 1.40% annually. There are 33 mutual funds in the Commodities category with lower expense ratios, going as low as 0.20%.

Symbol	Name	Expense Ratio	AUM	Inception
VCMDX	Vanguard Commodity Strategy Fund Admiral Shares	0.20%	2.60B	Jun 2019	BRCAX vs VCMDX
DCMSX	DFA Commodity Strategy Portfolio	0.31%	—	Nov 2010	BRCAX vs DCMSX
FIFGX	Fidelity SAI Inflation-Focused	0.39%	—	Dec 2018	BRCAX vs FIFGX
GCCIX	Goldman Sachs Commodity Strategy Fund	0.59%	—	Mar 2007	BRCAX vs GCCIX
PQCMX	PGIM Quant Solutions Commodity Strategies Fund	0.62%	—	Nov 2016	BRCAX vs PQCMX

Best Risk-Adjusted Alternatives to BRCAX

BRCAX has a PortfoliosLab risk / return rank of 45. There are 13 mutual funds in the Commodities category with higher risk-adjusted ranks, going as high as 68.

Symbol	Name	Risk / Return Rank	AUM	Inception
FIQRX	Fidelity Advisor Global Commodity Stock Fund Class...	68	—	Oct 2018	BRCAX vs FIQRX
FFGCX	Fidelity Global Commodity Stock Fund	68	—	Mar 2009	BRCAX vs FFGCX
FFGIX	Fidelity Advisor Global Commodity Stock Fund Class...	67	—	Mar 2009	BRCAX vs FFGIX
FFGAX	Fidelity Advisor Global Commodity Stock Fund Class...	67	—	Mar 2009	BRCAX vs FFGAX
FFGTX	Fidelity Advisor Global Commodity Stock Fund Class...	66	—	Mar 2009	BRCAX vs FFGTX

Top Performing BRCAX Alternatives (YTD)

BRCAX is at 20.15% YTD. There are 10 mutual funds in the Commodities category with higher YTD returns, going as high as 31.86%.

Symbol	Name	YTD Return	AUM	Inception
FIFGX	Fidelity SAI Inflation-Focused	31.86%	—	Dec 2018	BRCAX vs FIFGX
RYMEX	Rydex Commodities Strategy Fund	25.51%	—	May 2005	BRCAX vs RYMEX
PCLIX	PIMCO CommoditiesPLUS Strategy Fund	25.15%	—	May 2010	BRCAX vs PCLIX
PCLPX	PIMCO CommoditiesPLUS Strategy I2	25.15%	—	May 2010	BRCAX vs PCLPX
PCLAX	PIMCO CommoditiesPLUS Strategy Fund	24.93%	—	May 2010	BRCAX vs PCLAX

Lowest Volatility Alternatives to BRCAX

BRCAX has 17.77% 1-year volatility. There are 31 mutual funds in the Commodities category with lower 1-year volatility, going as low as 14.01%.

Symbol	Name	Volatility 1Y	AUM	Inception
DBCMX	DoubleLine Strategic Commodity Fund	14.01%	—	May 2015	BRCAX vs DBCMX
EIPCX	Parametric Commodity Strategy Fund Class I	14.06%	—	May 2011	BRCAX vs EIPCX
EAPCX	Parametric Commodity Strategy Fund Class A	14.08%	—	May 2011	BRCAX vs EAPCX
FYHTX	Fidelity Commodity Strategy Fund	14.11%	—	May 2017	BRCAX vs FYHTX
FCSSX	Fidelity Series Commodity Strategy Fund	14.28%	—	Sep 2009	BRCAX vs FCSSX

Lowest Drawdown Alternatives to BRCAX

BRCAX has a 1-year max drawdown of -13.71%. There are 35 mutual funds in the Commodities category with shallower 1-year drawdowns, going as shallow as -8.72%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
FIQRX	Fidelity Advisor Global Commodity Stock Fund Class...	-8.72%	—	Oct 2018	BRCAX vs FIQRX
FFGCX	Fidelity Global Commodity Stock Fund	-8.73%	—	Mar 2009	BRCAX vs FFGCX
FFGIX	Fidelity Advisor Global Commodity Stock Fund Class...	-8.74%	—	Mar 2009	BRCAX vs FFGIX
FFGTX	Fidelity Advisor Global Commodity Stock Fund Class...	-8.75%	—	Mar 2009	BRCAX vs FFGTX
FFGAX	Fidelity Advisor Global Commodity Stock Fund Class...	-8.75%	—	Mar 2009	BRCAX vs FFGAX

Other Mutual Funds from Invesco

The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
IVNQX	Invesco Nasdaq 100 Index Fund	Large Cap Growth Equities	71	20.39%	—	Oct 2020	BRCAX vs IVNQX
VADAX	Invesco Equally-Weighted S&P 500 Fund Class A	Large Cap Blend Equities	43	10.14%	—	—	BRCAX vs VADAX
OPGSX	Invesco Gold & Special Minerals Fund	Gold, Precious Metals	23	-3.25%	—	Jul 1983	BRCAX vs OPGSX
VAFAX	Invesco American Franchise Fund Class A	Large Cap Growth Equities	16	9.63%	—	Jun 2005	BRCAX vs VAFAX
VVOAX	Invesco Value Opportunities Fund	Mid Cap Value Equities	85	24.13%	—	Jun 2001	BRCAX vs VVOAX
ACSTX	Invesco Comstock Fund	Large Cap Value Equities	63	10.38%	—	Oct 1968	BRCAX vs ACSTX
VSCAX	Invesco Small Cap Value Fund	Small Cap Value Equities	89	32.95%	—	Jun 1999	BRCAX vs VSCAX
MSIGX	Invesco Main Street Fund	Large Cap Blend Equities	36	5.31%	—	Feb 1988	BRCAX vs MSIGX
ACEIX	Invesco Equity and Income Fund	Diversified Portfolio	63	6.66%	—	Aug 1960	BRCAX vs ACEIX
OPPAX	Invesco Global Fund	Global Equities	26	9.69%	—	Dec 1969	BRCAX vs OPPAX

Often Compared With BRCAX

Investors most often compare BRCAX with HARD, LCSIX, VTI. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
HARD	Simplify Commodities Strategy No K-1 ETF	Commodities	14	3.42%	91.58M	Mar 2023	BRCAX vs HARD
LCSIX	LoCorr Long/Short Commodity Strategies Fund	Systematic Trend	2	1.51%	—	Dec 2011	BRCAX vs LCSIX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	59	8.82%	2.30T	May 2001	BRCAX vs VTI
FCNVX	Fidelity Conservative Income Bond Institutional Cl...	Total Bond Market	99	1.40%	—	Mar 2011	BRCAX vs FCNVX
FADMX	Fidelity Strategic Income Fund	Total Bond Market	87	3.37%	—	Oct 1994	BRCAX vs FADMX
BCSKX	BlackRock Commodity Strategies Fund Class K	Commodities	53	12.64%	—	Oct 2011	BRCAX vs BCSKX
SRUUF	Sprott Physical Uranium Trust Fund	Uranium, Commodities	3	-4.41%	—	Jul 2021	BRCAX vs SRUUF
MCSFX	MFS Commodity Strategy Fund	Commodities	32	15.00%	—	Aug 2018	BRCAX vs MCSFX
JCRAX	ALPS/CoreCommodity Management CompleteCommoditiesS...	Commodities	59	15.31%	16.45M	Jun 2010	BRCAX vs JCRAX
PCRPX	PIMCO Commodity Real Return Strategy Fund	Commodities	28	15.90%	—	Apr 2008	BRCAX vs PCRPX
CCSZX	Columbia Commodity Strategy Fund	Commodities	43	21.56%	—	Jun 2012	BRCAX vs CCSZX
FCGCX	Fidelity Advisor Global Commodity Stock Fund Class...	Commodities	64	15.41%	—	Mar 2009	BRCAX vs FCGCX
PCRIX	PIMCO Commodity Real Return Strategy Fund	Commodities	28	15.90%	—	Jun 2002	BRCAX vs PCRIX
BRCYX	Invesco Balanced-Risk Commodity Strategy Fund	Commodities	46	20.35%	—	Nov 2010	BRCAX vs BRCYX
CRSOX	Credit Suisse Commodity Return Strategy Fund	Commodities	28	16.77%	—	Dec 2004	BRCAX vs CRSOX
ARCIX	AQR Risk-Balanced Commodities Strategy Fund	Commodities	37	12.51%	—	Jul 2012	BRCAX vs ARCIX
CCRSX	Credit Suisse Trust Commodity Return Strategy Port...	Commodities	28	17.09%	—	Feb 2006	BRCAX vs CCRSX
BICSX	BlackRock Commodity Strategies Portfolio	Commodities	52	12.66%	—	Oct 2011	BRCAX vs BICSX
MCSIX	MFS Commodity Strategy Fund	Commodities	35	15.47%	—	Jun 2010	BRCAX vs MCSIX
FEGIX	First Eagle Gold Fund Class I	Gold, Commodities, Precious Metals	20	-3.01%	—	Aug 1993	BRCAX vs FEGIX

Compare BRCAX with Any Fund or Stock

Compare BRCAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair BRCAX with funds that move differently

Invesco Balanced-Risk Commodity Strategy Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BRCAX.

Explore BRCAX Diversifiers

Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX) Alternatives