Bridgeway Small Cap Value Fund (BRSVX) Alternatives
Bridgeway Small Cap Value Fund (BRSVX) 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 BRSVX. 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 BRSVX
BRSVX charges 0.83% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among BRSVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | BRSVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | BRSVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | BRSVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | BRSVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | BRSVX vs VRTVX |
Best Risk-Adjusted Alternatives to BRSVX
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 | BRSVX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | BRSVX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | BRSVX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | BRSVX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | BRSVX vs MMEYX |
Top Performing BRSVX Alternatives (YTD)
BRSVX 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 | BRSVX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | BRSVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | BRSVX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | BRSVX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | BRSVX vs MMEYX |
Lowest Volatility Alternatives to BRSVX
BRSVX 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 | BRSVX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | BRSVX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | BRSVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | BRSVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | BRSVX vs TASCX |
Lowest Drawdown Alternatives to BRSVX
BRSVX 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 | BRSVX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | BRSVX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | BRSVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | BRSVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | BRSVX 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 Aggressive Investors 1 Fund | Mid Cap Blend Equities | 51 | -5.37% | Aug 5, 1994 | BRSVX vs BRAGX | |
| Bridgeway Omni Small-Cap Value Fund | Small Cap Value Equities | 72 | 6.76% | Aug 31, 2011 | BRSVX vs BOSVX | |
| Bridgeway Ultra Small Company Fund | Small Cap Value Equities | 23 | -6.03% | Aug 5, 1994 | BRSVX vs BRUSX | |
| Bridgeway Global Opportunities Fund Class N | Equity Market Neutral | 97 | 6.16% | Oct 15, 2024 | BRSVX vs BRGOX |
Often Compared With BRSVX
What investors most often compare with BRSVX, based on PortfoliosLab usage data.
Compare BRSVX with Any Fund or Stock
Compare BRSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.