Bridgeway Global Opportunities Fund Class N (BRGOX) belongs to the Equity Market Neutral category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BRGOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BRGOX
BRGOX charges 1.63% annually. There are 2 mutual funds in the Equity Market Neutral category with lower expense ratios, going as low as 1.51%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Gotham Neutral Fund Institutional Class | 1.51% | — | Aug 2013 | BRGOX vs GONIX | |
| BlackRock Global Equity Market Neutral Fund | 1.60% | — | Dec 2012 | BRGOX vs BDMAX | |
| Miller Market Neutral Income Fund Class I | 1.69% | — | Dec 2023 | BRGOX vs MMNIX | |
| Federated Hermes MDT Market Neutral Fund Instituti... | 1.86% | — | Sep 2008 | BRGOX vs QQMNX | |
| AQR Equity Market Neutral Fund N | 5.28% | — | Oct 2014 | BRGOX vs QMNNX |
Best Risk-Adjusted Alternatives to BRGOX
BRGOX has a PortfoliosLab risk / return rank of 87. There are 2 mutual funds in the Equity Market Neutral category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Market Neutral Income Fund Class I | 99 | — | Dec 2023 | BRGOX vs MMNIX | |
| BlackRock Global Equity Market Neutral Fund | 94 | — | Dec 2012 | BRGOX vs BDMAX | |
| Federated Hermes MDT Market Neutral Fund Instituti... | 9 | — | Sep 2008 | BRGOX vs QQMNX | |
| AQR Equity Market Neutral Fund Class I | 5 | — | Oct 2014 | BRGOX vs QMNIX | |
| AQR Equity Market Neutral Fund N | 5 | — | Oct 2014 | BRGOX vs QMNNX |
Top Performing BRGOX Alternatives (YTD)
BRGOX is at 6.07% YTD. There is 1 mutual fund in the Equity Market Neutral category with a higher YTD return, going as high as 10.88%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Global Equity Market Neutral Fund | 10.88% | — | Dec 2012 | BRGOX vs BDMAX | |
| Miller Market Neutral Income Fund Class I | 3.94% | — | Dec 2023 | BRGOX vs MMNIX | |
| Federated Hermes MDT Market Neutral Fund Instituti... | -0.41% | — | Sep 2008 | BRGOX vs QQMNX | |
| Gotham Neutral Fund Institutional Class | -2.86% | — | Aug 2013 | BRGOX vs GONIX | |
| AQR Equity Market Neutral Fund Class I | -8.09% | — | Oct 2014 | BRGOX vs QMNIX |
Lowest Volatility Alternatives to BRGOX
BRGOX has 6.76% 1-year volatility. There are 2 mutual funds in the Equity Market Neutral category with lower 1-year volatility, going as low as 1.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Market Neutral Income Fund Class I | 1.61% | — | Dec 2023 | BRGOX vs MMNIX | |
| Gotham Neutral Fund Institutional Class | 5.57% | — | Aug 2013 | BRGOX vs GONIX | |
| Federated Hermes MDT Market Neutral Fund Instituti... | 6.76% | — | Sep 2008 | BRGOX vs QQMNX | |
| AQR Equity Market Neutral Fund N | 6.79% | — | Oct 2014 | BRGOX vs QMNNX | |
| AQR Equity Market Neutral Fund Class I | 6.80% | — | Oct 2014 | BRGOX vs QMNIX |
Lowest Drawdown Alternatives to BRGOX
BRGOX has a 1-year max drawdown of -4.37%. There are 3 mutual funds in the Equity Market Neutral category with shallower 1-year drawdowns, going as shallow as -0.46%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Market Neutral Income Fund Class I | -0.46% | — | Dec 2023 | BRGOX vs MMNIX | |
| BlackRock Global Equity Market Neutral Fund | -3.25% | — | Dec 2012 | BRGOX vs BDMAX | |
| Gotham Neutral Fund Institutional Class | -3.99% | — | Aug 2013 | BRGOX vs GONIX | |
| Federated Hermes MDT Market Neutral Fund Instituti... | -4.37% | — | Sep 2008 | BRGOX vs QQMNX | |
| AQR Equity Market Neutral Fund Class I | -8.38% | — | Oct 2014 | BRGOX vs QMNIX |
Other Mutual Funds from Bridgeway
The 5 most viewed Bridgeway mutual funds shown here include BRSVX, BRSIX, BRAGX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Bridgeway Small Cap Value Fund | Small Cap Value Equities | 71 | 19.68% | — | Oct 2003 | BRGOX vs BRSVX | |
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 76 | 18.36% | — | Jul 1997 | BRGOX vs BRSIX | |
| Bridgeway Aggressive Investors 1 Fund | Mid Cap Blend Equities | 51 | 11.40% | — | Aug 1994 | BRGOX vs BRAGX | |
| Bridgeway Omni Small-Cap Value Fund | Small Cap Value Equities | 84 | 22.54% | — | Aug 2011 | BRGOX vs BOSVX | |
| Bridgeway Ultra Small Company Fund | Small Cap Value Equities | 21 | 9.57% | — | Aug 1994 | BRGOX vs BRUSX |
Often Compared With BRGOX
Investors most often compare BRGOX with BGCKX, JAKRX. These 2 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock Global Equity Market Neutral Fund Instit... | Equity Market Neutral | 94 | 11.07% | — | Jan 2016 | BRGOX vs BGCKX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 84 | 9.32% | — | Dec 2013 | BRGOX vs JAKRX |
Compare BRGOX with Any Fund or Stock
Compare BRGOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BRGOX with funds that move differently
Bridgeway Global Opportunities Fund Class N alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BRGOX.
Explore BRGOX Diversifiers