BRTNX Alternatives & Similar Mutual Funds

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 361 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
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	BRTNX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	BRTNX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	BRTNX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	BRTNX vs FLCPX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	0.02%	34.70B	May 2001	BRTNX vs VITPX

Best Risk-Adjusted Alternatives to BRTNX

BRTNX has a PortfoliosLab risk / return rank of 24. There are 316 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	95	—	Mar 2021	BRTNX vs SVPFX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	BRTNX vs FTZIX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	89	—	Feb 2004	BRTNX vs GTLOX
POGSX	Pin Oak Equity	89	—	Aug 1992	BRTNX vs POGSX
SLASX	Selected American Shares Fund	88	—	Feb 1933	BRTNX vs SLASX

Top Performing BRTNX Alternatives (YTD)

BRTNX is at 3.44% YTD. There are 354 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 23.90%.

Symbol	Name	YTD Return	AUM	Inception
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	23.90%	—	Dec 2018	BRTNX vs FTZIX
VPCCX	Vanguard PRIMECAP Core Fund	20.85%	18.10B	Dec 2004	BRTNX vs VPCCX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	20.62%	—	Dec 2015	BRTNX vs RESGX
RCKSX	Rock Oak Core Growth Fund	20.25%	—	Dec 2004	BRTNX vs RCKSX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	19.38%	—	Feb 2004	BRTNX vs GTLOX

Lowest Volatility Alternatives to BRTNX

BRTNX has 12.94% 1-year volatility. There are 199 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.23%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.23%	—	Mar 2021	BRTNX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.19%	—	Jul 2012	BRTNX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.21%	—	Jul 2012	BRTNX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.83%	—	Aug 2018	BRTNX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.30%	—	Feb 2012	BRTNX vs SILVX

Lowest Drawdown Alternatives to BRTNX

BRTNX has a 1-year max drawdown of -14.53%. There are 373 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	BRTNX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	BRTNX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	BRTNX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	BRTNX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	BRTNX vs AMFEX

Often Compared With BRTNX

Investors most often compare BRTNX with SPY, SWPPX, FXAIX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	65	9.34%	780.71B	Jan 1993	BRTNX vs SPY
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	44	7.53%	142.75B	May 1997	BRTNX vs SWPPX
FXAIX	Fidelity 500 Index Fund	S&P 500	45	7.57%	—	Feb 1988	BRTNX vs FXAIX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	83	17.73%	—	Dec 2011	BRTNX vs DHAMX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	60	9.04%	—	Mar 2025	BRTNX vs FGJEX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	35	5.51%	—	Sep 2022	BRTNX vs FEQHX
DFIEX	DFA International Core Equity 2 Portfolio Institut...	Foreign Large Cap Equities	63	10.31%	41.99B	Sep 2005	BRTNX vs DFIEX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	49	10.96%	—	Nov 1988	BRTNX vs MUHLX
YFSIX	AMG Yacktman Global Fund	Global Equities	22	21.26%	—	Jan 2017	BRTNX vs YFSIX
FNSTX	Fidelity Infrastructure Fund	Infrastructure Equities, Large Cap Blend Equities	19	3.31%	—	Nov 2019	BRTNX vs FNSTX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	39	6.73%	—	Oct 2002	BRTNX vs QIACX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	85	17.24%	96.10B	Nov 2001	BRTNX vs VPMAX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio Cl...	Large Cap Blend Equities	38	5.66%	—	Jan 1990	BRTNX vs PAGRX
SGOIX	First Eagle Overseas Fund Class I	Foreign Large Cap Equities	70	9.90%	—	—	BRTNX vs SGOIX
GQEIX	GQG Partners US Select Quality Equity Fund	Quality Factor, Large Cap Blend Equities	13	5.58%	—	Sep 2018	BRTNX vs GQEIX
NWAUX	Nationwide GQG US Quality Equity Fund	Quality Factor, Large Cap Blend Equities	13	5.23%	—	Jan 2021	BRTNX vs NWAUX
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	58	1.16%	—	Jun 2013	BRTNX vs ORDNX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	45	7.55%	—	Sep 2014	BRTNX vs SSSYX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	1	-6.04%	—	Mar 2019	BRTNX vs TANDX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	57	15.35%	—	Dec 2019	BRTNX vs ALSMX

Compare BRTNX with Any Fund or Stock

Compare BRTNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Bretton Fund (BRTNX) Alternatives