Bretton Fund (BRTNX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BRTNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BRTNX
BRTNX charges 1.35% annually. There are 370 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | BRTNX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | BRTNX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | BRTNX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | BRTNX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | — | Aug 2014 | BRTNX vs SSEYX |
Best Risk-Adjusted Alternatives to BRTNX
BRTNX has a PortfoliosLab risk / return rank of 14. There are 358 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | BRTNX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 92.00B | Nov 2001 | BRTNX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 93 | — | Nov 2004 | BRTNX vs POSKX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | BRTNX vs FTZIX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | BRTNX vs GTLOX |
Top Performing BRTNX Alternatives (YTD)
BRTNX is at 0.71% YTD. There are 374 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.70%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.70% | 17.20B | Dec 2004 | BRTNX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.29% | 92.00B | Nov 2001 | BRTNX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 27.22% | — | Nov 2004 | BRTNX vs POSKX | |
| Integrity ESG Growth & Income Fund | 27.07% | — | Jan 1995 | BRTNX vs IGIAX | |
| Archer Multi Cap Fund | 25.25% | — | Dec 2019 | BRTNX vs ALSMX |
Lowest Volatility Alternatives to BRTNX
BRTNX has 12.64% 1-year volatility. There are 182 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | BRTNX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.38% | — | Mar 2021 | BRTNX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.33% | — | Jul 2012 | BRTNX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.34% | — | Jul 2012 | BRTNX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | BRTNX vs FSUVX |
Lowest Drawdown Alternatives to BRTNX
BRTNX has a 1-year max drawdown of -14.53%. There are 382 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | BRTNX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | BRTNX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | BRTNX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | BRTNX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | BRTNX vs QUERX |
Often Compared With BRTNX
Investors most often compare BRTNX with SPY, SWPPX, FXAIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare BRTNX with Any Fund or Stock
Compare BRTNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BRTNX with funds that move differently
Bretton Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BRTNX.
Explore BRTNX Diversifiers