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 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Commodity Strategy Fund Admiral Shares | 0.16% | 2.40B | Jun 2019 | BRCAX vs VCMDX | |
| DFA Commodity Strategy Portfolio | 0.31% | 1.36B | Nov 2010 | BRCAX vs DCMSX | |
| Fidelity SAI Inflation-Focused | 0.39% | — | Dec 2018 | BRCAX vs FIFGX | |
| Goldman Sachs Commodity Strategy Fund | 0.59% | — | Mar 2007 | BRCAX vs GCCIX | |
| 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 77. There are 17 mutual funds in the Commodities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Global Commodity Stock Fund | 88 | — | Mar 2009 | BRCAX vs FFGCX | |
| Fidelity Advisor Global Commodity Stock Fund Class... | 88 | — | Oct 2018 | BRCAX vs FIQRX | |
| Fidelity Advisor Global Commodity Stock Fund Class... | 87 | — | Mar 2009 | BRCAX vs FFGIX | |
| Fidelity Advisor Global Commodity Stock Fund Class... | 87 | — | Mar 2009 | BRCAX vs FFGAX | |
| Fidelity Advisor Global Commodity Stock Fund Class... | 86 | — | Mar 2009 | BRCAX vs FFGTX |
Top Performing BRCAX Alternatives (YTD)
BRCAX is at 26.41% YTD. There are 10 mutual funds in the Commodities category with higher YTD returns, going as high as 42.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Inflation-Focused | 42.94% | — | Dec 2018 | BRCAX vs FIFGX | |
| Rydex Commodities Strategy Fund | 36.88% | — | May 2005 | BRCAX vs RYMEX | |
| PIMCO CommoditiesPLUS Strategy Fund | 34.31% | — | May 2010 | BRCAX vs PCLIX | |
| PIMCO CommoditiesPLUS Strategy I2 | 34.17% | — | May 2010 | BRCAX vs PCLPX | |
| PIMCO CommoditiesPLUS Strategy Fund | 34.00% | — | May 2010 | BRCAX vs PCLAX |
Lowest Volatility Alternatives to BRCAX
BRCAX has 18.31% 1-year volatility. There are 31 mutual funds in the Commodities category with lower 1-year volatility, going as low as 14.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Parametric Commodity Strategy Fund Class I | 14.36% | — | May 2011 | BRCAX vs EIPCX | |
| Parametric Commodity Strategy Fund Class A | 14.37% | — | May 2011 | BRCAX vs EAPCX | |
| Fidelity Commodity Strategy Fund | 14.41% | — | May 2017 | BRCAX vs FYHTX | |
| Fidelity Series Commodity Strategy Fund | 14.56% | — | Oct 2009 | BRCAX vs FCSSX | |
| DoubleLine Strategic Commodity Fund | 14.67% | — | May 2015 | BRCAX vs DBCMX |
Lowest Drawdown Alternatives to BRCAX
BRCAX has a 1-year max drawdown of -17.00%. There are 34 mutual funds in the Commodities category with shallower 1-year drawdowns, going as shallow as -11.62%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Commodity Strategies Fund Class K | -11.62% | — | Oct 2011 | BRCAX vs BCSKX | |
| BlackRock Commodity Strategies Portfolio | -11.71% | — | Oct 2011 | BRCAX vs BICSX | |
| Columbia Commodity Strategy Fund | -11.97% | — | Jun 2012 | BRCAX vs CCSZX | |
| DoubleLine Strategic Commodity Fund | -11.98% | — | May 2015 | BRCAX vs DBCMX | |
| Parametric Commodity Strategy Fund Class I | -12.19% | — | May 2011 | BRCAX vs EIPCX |
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 | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 38 | 11.50% | — | Oct 2020 | BRCAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 68 | 13.11% | — | Jul 1997 | BRCAX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 35 | -8.91% | — | Jul 1983 | BRCAX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 8 | 2.06% | — | Jun 2005 | BRCAX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 74 | 14.48% | — | Jun 2001 | BRCAX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 83 | 12.80% | — | Oct 1968 | BRCAX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 76 | 21.61% | — | Jun 1999 | BRCAX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 34 | 6.19% | — | Feb 1988 | BRCAX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 74 | 7.11% | — | Aug 1960 | BRCAX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 69 | 13.28% | — | Jul 1997 | BRCAX vs VADDX |
Often Compared With BRCAX
Investors most often compare BRCAX with HARD, LCSIX, VTI. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare BRCAX with Any Fund or Stock
Compare BRCAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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