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 154 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 | |
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | BRGIX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | BRGIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BRGIX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | BRGIX vs VRGWX |
Best Risk-Adjusted Alternatives to BRGIX
BRGIX has a PortfoliosLab risk / return rank of 17. There are 182 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | BRGIX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | BRGIX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | BRGIX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | BRGIX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | BRGIX vs FDSSX |
Top Performing BRGIX Alternatives (YTD)
BRGIX is at 4.43% YTD. There are 192 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | BRGIX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | BRGIX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | BRGIX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | BRGIX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | BRGIX vs VPMCX |
Lowest Volatility Alternatives to BRGIX
BRGIX has 14.13% 1-year volatility. There are 56 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | BRGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | BRGIX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | BRGIX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | BRGIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | BRGIX vs GQEPX |
Lowest Drawdown Alternatives to BRGIX
BRGIX has a 1-year max drawdown of -14.91%. There are 209 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 ONERX, FCGSX, FOCPX. These 14 comparison targets span 3 categories, based on PortfoliosLab usage data.
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