Bridgeway Ultra Small Company Market Fund (BRSIX) Alternatives
Bridgeway Ultra Small Company Market Fund (BRSIX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BRSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to BRSIX
BRSIX charges 0.78% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among BRSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | BRSIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | BRSIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | BRSIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | BRSIX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | BRSIX vs VRTVX |
Best Risk-Adjusted Alternatives to BRSIX
Among mutual funds in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | BRSIX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | BRSIX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | BRSIX vs TASCX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | BRSIX vs MMEYX | |
| Heartland Value Fund | 78 | Dec 28, 1984 | BRSIX vs HRTVX |
Top Performing BRSIX Alternatives (YTD)
BRSIX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | BRSIX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | BRSIX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | BRSIX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | BRSIX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | BRSIX vs MMEYX |
Lowest Volatility Alternatives to BRSIX
BRSIX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | BRSIX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | BRSIX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | BRSIX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | BRSIX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | BRSIX vs TASCX |
Lowest Drawdown Alternatives to BRSIX
BRSIX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | BRSIX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | BRSIX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | BRSIX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | BRSIX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | BRSIX vs JMCRX |
Other Mutual Funds from Bridgeway
Most popular Bridgeway mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Bridgeway Small Cap Value Fund | Small Cap Value Equities | 46 | 2.10% | Oct 31, 2003 | BRSIX vs BRSVX | |
| Bridgeway Aggressive Investors 1 Fund | Mid Cap Blend Equities | 51 | -5.37% | Aug 5, 1994 | BRSIX vs BRAGX | |
| Bridgeway Omni Small-Cap Value Fund | Small Cap Value Equities | 72 | 6.76% | Aug 31, 2011 | BRSIX vs BOSVX | |
| Bridgeway Ultra Small Company Fund | Small Cap Value Equities | 23 | -6.03% | Aug 5, 1994 | BRSIX vs BRUSX | |
| Bridgeway Global Opportunities Fund Class N | Equity Market Neutral | 97 | 6.16% | Oct 15, 2024 | BRSIX vs BRGOX |
Often Compared With BRSIX
What investors most often compare with BRSIX, based on PortfoliosLab usage data.
Compare BRSIX with Any Fund or Stock
Compare BRSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.