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 a closer substitute for your current allocation.
Cheapest Alternatives to BRSVX
BRSVX charges 0.83% annually. There are 27 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 | BRSVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | BRSVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | BRSVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | BRSVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | BRSVX vs VRTVX |
Best Risk-Adjusted Alternatives to BRSVX
BRSVX has a PortfoliosLab risk / return rank of 67. There are 48 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | BRSVX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | BRSVX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | BRSVX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | BRSVX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | BRSVX vs AVALX |
Top Performing BRSVX Alternatives (YTD)
BRSVX is at 18.67% YTD. There are 51 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | BRSVX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | BRSVX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | BRSVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | BRSVX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | BRSVX vs WSCVX |
Lowest Volatility Alternatives to BRSVX
BRSVX has 18.58% 1-year volatility. There are 100 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | BRSVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | BRSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | BRSVX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | BRSVX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | BRSVX vs ARSMX |
Lowest Drawdown Alternatives to BRSVX
BRSVX has a 1-year max drawdown of -9.11%. There are 36 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 | BRSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | BRSVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | BRSVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | BRSVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | BRSVX vs TSLTX |
Other Mutual Funds from Bridgeway
The 5 most viewed Bridgeway mutual funds shown here include BRSIX, BRAGX, BOSVX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 74 | 18.55% | — | Jul 1997 | BRSVX vs BRSIX | |
| Bridgeway Aggressive Investors 1 Fund | Mid Cap Blend Equities | 54 | 12.62% | — | Aug 1994 | BRSVX vs BRAGX | |
| Bridgeway Omni Small-Cap Value Fund | Small Cap Value Equities | 78 | 20.89% | — | Aug 2011 | BRSVX vs BOSVX | |
| Bridgeway Ultra Small Company Fund | Small Cap Value Equities | 22 | 9.10% | — | Aug 1994 | BRSVX vs BRUSX | |
| Bridgeway Global Opportunities Fund Class N | Equity Market Neutral | 83 | 7.11% | — | Oct 2024 | BRSVX vs BRGOX |
Often Compared With BRSVX
Investors most often compare BRSVX with AVUV, BUFSX, WAMVX. These 20 comparison targets span 9 categories, 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.
Pair BRSVX with funds that move differently
Bridgeway Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BRSVX.
Explore BRSVX Diversifiers