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 a closer substitute for your current allocation.
Cheapest Alternatives to BRSIX
BRSIX charges 0.78% annually. There are 17 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | BRSIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | BRSIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | BRSIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | BRSIX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | BRSIX vs VRTVX |
Best Risk-Adjusted Alternatives to BRSIX
BRSIX has a PortfoliosLab risk / return rank of 69. There are 39 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 90 | — | May 1998 | BRSIX vs AVALX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | BRSIX vs MMEYX | |
| Transamerica Small Cap Value | 88 | — | Jan 2003 | BRSIX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 86 | — | Apr 2006 | BRSIX vs ICISX | |
| Third Avenue Small Cap Value Fund | 86 | — | Apr 1997 | BRSIX vs TASCX |
Top Performing BRSIX Alternatives (YTD)
BRSIX is at 19.21% YTD. There are 65 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.12% | — | Dec 1996 | BRSIX vs MMEYX | |
| Royce Opportunity Fund | 29.57% | — | Nov 1996 | BRSIX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.34% | — | Apr 2021 | BRSIX vs FESCX | |
| Invesco Small Cap Value Fund | 27.70% | — | Jun 1999 | BRSIX vs VSCAX | |
| Columbia Select Small Cap Value Fund | 26.68% | — | Apr 1997 | BRSIX vs SSCVX |
Lowest Volatility Alternatives to BRSIX
BRSIX has 23.84% 1-year volatility. There are 127 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | BRSIX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.30% | — | Apr 2019 | BRSIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | BRSIX vs TASCX | |
| VELA Small Cap Fund | 14.29% | — | Sep 2020 | BRSIX vs VESMX | |
| Royce Special Equity Fund | 14.30% | — | May 1998 | BRSIX vs RYSEX |
Lowest Drawdown Alternatives to BRSIX
BRSIX has a 1-year max drawdown of -11.46%. There are 100 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | BRSIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | BRSIX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | BRSIX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | BRSIX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | BRSIX vs TSLTX |
Other Mutual Funds from Bridgeway
The 5 most viewed Bridgeway mutual funds shown here include BRSVX, BRAGX, BOSVX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Bridgeway Small Cap Value Fund | Small Cap Value Equities | 62 | 20.20% | — | Oct 2003 | BRSIX vs BRSVX | |
| Bridgeway Aggressive Investors 1 Fund | Mid Cap Blend Equities | 53 | 13.36% | — | Aug 1994 | BRSIX vs BRAGX | |
| Bridgeway Omni Small-Cap Value Fund | Small Cap Value Equities | 79 | 23.75% | — | Aug 2011 | BRSIX vs BOSVX | |
| Bridgeway Ultra Small Company Fund | Small Cap Value Equities | 18 | 12.18% | — | Aug 1994 | BRSIX vs BRUSX | |
| Bridgeway Global Opportunities Fund Class N | Equity Market Neutral | 89 | 5.78% | — | Oct 2024 | BRSIX vs BRGOX |
Often Compared With BRSIX
Investors most often compare BRSIX with IWC, IWX, ^GSPC. These 20 comparison targets span 8 categories, 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.
Pair BRSIX with funds that move differently
Bridgeway Ultra Small Company Market Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BRSIX.
Explore BRSIX Diversifiers