Bridges Investment Fund (BRGIX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BRGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BRGIX
BRGIX charges 0.72% annually. There are 147 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | BRGIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | BRGIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BRGIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | BRGIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | BRGIX vs VIGAX |
Best Risk-Adjusted Alternatives to BRGIX
BRGIX has a PortfoliosLab risk / return rank of 12. There are 323 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 94 | 92.00B | Nov 1984 | BRGIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | BRGIX vs POGRX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | BRGIX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | BRGIX vs FOCPX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 91 | 31.20B | Nov 2001 | BRGIX vs VHCAX |
Top Performing BRGIX Alternatives (YTD)
BRGIX is at 1.40% YTD. There are 358 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.30% | — | Mar 2020 | BRGIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 33.25% | — | Feb 2004 | BRGIX vs RYGRX | |
| Fidelity Focused Stock Fund | 32.07% | — | Nov 1996 | BRGIX vs FTQGX | |
| Fidelity SAI U.S. Momentum Index Fund | 30.85% | — | Feb 2017 | BRGIX vs FUMIX | |
| Columbia Global Technology Growth Fund Class A | 30.84% | — | Nov 2000 | BRGIX vs CTCAX |
Lowest Volatility Alternatives to BRGIX
BRGIX has 13.63% 1-year volatility. There are 54 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.48% | — | Sep 2019 | BRGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.67% | — | Jan 2005 | BRGIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.85% | — | Dec 2015 | BRGIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | BRGIX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.40% | — | Jan 1991 | BRGIX vs BLUEX |
Lowest Drawdown Alternatives to BRGIX
BRGIX has a 1-year max drawdown of -14.91%. There are 212 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | BRGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BRGIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BRGIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | BRGIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | BRGIX vs DNVYX |
Often Compared With BRGIX
Investors most often compare BRGIX with FCGSX, TILIX, CHASX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Series Growth Company Fund | Large Cap Growth Equities | 90 | 23.73% | — | Nov 2013 | BRGIX vs FCGSX | |
| TIAA-CREF Large-Cap Growth Index Fund | Large Cap Growth Equities | 22 | 4.46% | — | Oct 2002 | BRGIX vs TILIX | |
| Chase Growth Fund | Large Cap Growth Equities | 88 | 25.63% | — | Dec 1997 | BRGIX vs CHASX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | Large Cap Growth Equities | 85 | 15.58% | — | May 2008 | BRGIX vs FSSKX | |
| GQG Partners US Select Quality Equity Fund Investo... | Large Cap Growth Equities | 4 | 2.45% | — | Sep 2018 | BRGIX vs GQEPX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 70 | 11.06% | — | Jun 2012 | BRGIX vs TVRIX | |
| Fidelity OTC K6 Portfolio | Large Cap Growth Equities | 84 | 26.16% | — | Jun 2019 | BRGIX vs FOKFX | |
| ICON Equity Fund | Large Cap Growth Equities | 84 | 30.41% | — | Oct 2002 | BRGIX vs IOLZX |
Compare BRGIX with Any Fund or Stock
Compare BRGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BRGIX with funds that move differently
Bridges Investment Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BRGIX.
Explore BRGIX Diversifiers