Bruce Fund (BRUFX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BRUFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BRUFX
BRUFX charges 0.68% annually. There are 287 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | BRUFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | BRUFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | BRUFX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | BRUFX vs FYMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | BRUFX vs VTMFX |
Best Risk-Adjusted Alternatives to BRUFX
BRUFX has a PortfoliosLab risk / return rank of 77. There are 51 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | BRUFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | BRUFX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | BRUFX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | BRUFX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | BRUFX vs AOBLX |
Top Performing BRUFX Alternatives (YTD)
BRUFX is at 12.02% YTD. There are 15 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.11% | — | Jan 1998 | BRUFX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | BRUFX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | BRUFX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | BRUFX vs TIBIX | |
| ICON Equity Income Fund | 13.66% | — | May 2004 | BRUFX vs IOEZX |
Lowest Volatility Alternatives to BRUFX
BRUFX has 10.63% 1-year volatility. There are 408 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | BRUFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | BRUFX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | BRUFX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | BRUFX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | BRUFX vs CSTAX |
Lowest Drawdown Alternatives to BRUFX
BRUFX has a 1-year max drawdown of -7.67%. There are 413 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | BRUFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | BRUFX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | BRUFX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | BRUFX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | BRUFX vs CSTAX |
Often Compared With BRUFX
Investors most often compare BRUFX with FKINX, ^GSPC, VOO. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare BRUFX with Any Fund or Stock
Compare BRUFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BRUFX with funds that move differently
Bruce Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BRUFX.
Explore BRUFX Diversifiers