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 88. There are 10 mutual funds in the Commodities category with higher risk-adjusted ranks, going as high as 92.

Symbol	Name	Risk / Return Rank	AUM	Inception
JCRAX	ALPS/CoreCommodity Management CompleteCommoditiesS...	92	16.45M	Jun 2010	BRCAX vs JCRAX
FFGCX	Fidelity Global Commodity Stock Fund	91	—	Mar 2009	BRCAX vs FFGCX
FIQRX	Fidelity Advisor Global Commodity Stock Fund Class...	91	—	Oct 2018	BRCAX vs FIQRX
FFGIX	Fidelity Advisor Global Commodity Stock Fund Class...	91	—	Mar 2009	BRCAX vs FFGIX
FFGAX	Fidelity Advisor Global Commodity Stock Fund Class...	90	—	Mar 2009	BRCAX vs FFGAX

Top Performing BRCAX Alternatives (YTD)

BRCAX is at 32.52% YTD. There are 6 mutual funds in the Commodities category with higher YTD returns, going as high as 45.44%.

Symbol	Name	YTD Return	AUM	Inception
FIFGX	Fidelity SAI Inflation-Focused	45.44%	—	Dec 2018	BRCAX vs FIFGX
RYMEX	Rydex Commodities Strategy Fund	40.27%	—	May 2005	BRCAX vs RYMEX
PCLPX	PIMCO CommoditiesPLUS Strategy I2	36.90%	—	May 2010	BRCAX vs PCLPX
PCLIX	PIMCO CommoditiesPLUS Strategy Fund	36.81%	—	May 2010	BRCAX vs PCLIX
PCLAX	PIMCO CommoditiesPLUS Strategy Fund	36.60%	—	May 2010	BRCAX vs PCLAX

Lowest Volatility Alternatives to BRCAX

BRCAX has 17.29% 1-year volatility. There are 30 mutual funds in the Commodities category with lower 1-year volatility, going as low as 13.71%.

Symbol	Name	Volatility 1Y	AUM	Inception
DBCMX	DoubleLine Strategic Commodity Fund	13.71%	—	May 2015	BRCAX vs DBCMX
EIPCX	Parametric Commodity Strategy Fund Class I	13.87%	—	May 2011	BRCAX vs EIPCX
EAPCX	Parametric Commodity Strategy Fund Class A	13.90%	—	May 2011	BRCAX vs EAPCX
JCRAX	ALPS/CoreCommodity Management CompleteCommoditiesS...	14.08%	16.45M	Jun 2010	BRCAX vs JCRAX
FYHTX	Fidelity Commodity Strategy Fund	14.11%	—	May 2017	BRCAX vs FYHTX

Lowest Drawdown Alternatives to BRCAX

BRCAX has a 1-year max drawdown of -9.22%. There are 34 mutual funds in the Commodities category with shallower 1-year drawdowns, going as shallow as -5.48%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DBCMX	DoubleLine Strategic Commodity Fund	-5.48%	—	May 2015	BRCAX vs DBCMX
JCRAX	ALPS/CoreCommodity Management CompleteCommoditiesS...	-6.04%	16.45M	Jun 2010	BRCAX vs JCRAX
BICSX	BlackRock Commodity Strategies Portfolio	-6.27%	—	Oct 2011	BRCAX vs BICSX
BCSKX	BlackRock Commodity Strategies Fund Class K	-6.27%	—	Oct 2011	BRCAX vs BCSKX
CCSZX	Columbia Commodity Strategy Fund	-6.83%	—	Jun 2012	BRCAX vs CCSZX

Other Mutual Funds from Invesco

The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
IVNQX	Invesco Nasdaq 100 Index Fund	Large Cap Growth Equities	76	21.57%	—	Oct 2020	BRCAX vs IVNQX
VADAX	Invesco Equally-Weighted S&P 500 Fund Class A	Large Cap Blend Equities	41	9.93%	—	—	BRCAX vs VADAX
OPGSX	Invesco Gold & Special Minerals Fund	Precious Metals	28	3.54%	—	Jul 1983	BRCAX vs OPGSX
VVOAX	Invesco Value Opportunities Fund	Mid Cap Value Equities	87	23.96%	—	Jun 2001	BRCAX vs VVOAX
VAFAX	Invesco American Franchise Fund Class A	Large Cap Growth Equities	16	9.63%	—	Jun 2005	BRCAX vs VAFAX
ACSTX	Invesco Comstock Fund	Large Cap Value Equities	59	9.14%	—	Oct 1968	BRCAX vs ACSTX
MSIGX	Invesco Main Street Fund	Large Cap Blend Equities	41	6.01%	—	Feb 1988	BRCAX vs MSIGX
VSCAX	Invesco Small Cap Value Fund	Small Cap Value Equities	89	31.33%	—	Jun 1999	BRCAX vs VSCAX
ACEIX	Invesco Equity and Income Fund	Diversified Portfolio	67	6.02%	—	Aug 1960	BRCAX vs ACEIX
OPPAX	Invesco Global Fund	Global Equities	25	9.82%	—	Dec 1969	BRCAX vs OPPAX

Often Compared With BRCAX

Investors most often compare BRCAX with HARD, LCSIX, VTI. These 20 comparison targets span 6 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	29	14.81%	114.49M	Mar 2023	BRCAX vs HARD
LCSIX	LoCorr Long/Short Commodity Strategies Fund	Systematic Trend	6	2.44%	—	Dec 2011	BRCAX vs LCSIX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	68	11.20%	2.20T	May 2001	BRCAX vs VTI
FCNVX	Fidelity Conservative Income Bond Institutional Cl...	Total Bond Market	99	1.50%	—	Mar 2011	BRCAX vs FCNVX
FADMX	Fidelity Strategic Income Fund	Total Bond Market	88	3.29%	—	Oct 1994	BRCAX vs FADMX
SRUUF	Sprott Physical Uranium Trust Fund	Commodities	8	0.93%	—	Jul 2021	BRCAX vs SRUUF
MCSFX	MFS Commodity Strategy Fund	Commodities	72	24.44%	—	Aug 2018	BRCAX vs MCSFX
PCRPX	PIMCO Commodity Real Return Strategy Fund	Commodities	75	26.84%	—	Apr 2008	BRCAX vs PCRPX
FCGCX	Fidelity Advisor Global Commodity Stock Fund Class...	Commodities	89	24.10%	—	Mar 2009	BRCAX vs FCGCX
PCRIX	PIMCO Commodity Real Return Strategy Fund	Commodities	75	26.86%	—	Jun 2002	BRCAX vs PCRIX
CRSOX	Credit Suisse Commodity Return Strategy Fund	Commodities	70	27.02%	—	Dec 2004	BRCAX vs CRSOX
BRCYX	Invesco Balanced-Risk Commodity Strategy Fund	Commodities	88	32.65%	—	Nov 2010	BRCAX vs BRCYX
FFGTX	Fidelity Advisor Global Commodity Stock Fund Class...	Commodities	90	24.39%	—	Mar 2009	BRCAX vs FFGTX
ARCIX	AQR Risk-Balanced Commodities Strategy Fund	Commodities	82	21.57%	—	Jul 2012	BRCAX vs ARCIX
FCSSX	Fidelity Series Commodity Strategy Fund	Commodities	64	21.09%	—	Sep 2009	BRCAX vs FCSSX
CCRSX	Credit Suisse Trust Commodity Return Strategy Port...	Commodities	70	27.42%	—	Feb 2006	BRCAX vs CCRSX
MCSIX	MFS Commodity Strategy Fund	Commodities	75	24.59%	—	Jun 2010	BRCAX vs MCSIX
FEGIX	First Eagle Gold Fund Class I	Precious Metals, Commodities	27	4.10%	—	Aug 1993	BRCAX vs FEGIX
VADDX	Invesco Equally-Weighted S&P 500 Fund	S&P 500	42	10.05%	—	Jul 1997	BRCAX vs VADDX
ARCNX	AQR Risk-Balanced Commodities Strategy Fund Class ...	Commodities	81	21.46%	—	—	BRCAX vs ARCNX

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