Bruce Fund (BRUFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BRUFX
BRUFX charges 0.68% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among BRUFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | BRUFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | BRUFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | BRUFX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | BRUFX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | BRUFX vs BWBIX |
Best Risk-Adjusted Alternatives to BRUFX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | BRUFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | BRUFX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | BRUFX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | BRUFX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | BRUFX vs PMAIX |
Top Performing BRUFX Alternatives (YTD)
BRUFX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | BRUFX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | BRUFX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | BRUFX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | BRUFX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | BRUFX vs CONWX |
Lowest Volatility Alternatives to BRUFX
BRUFX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | BRUFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | BRUFX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | BRUFX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | BRUFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | BRUFX vs SICIX |
Lowest Drawdown Alternatives to BRUFX
BRUFX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | BRUFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | BRUFX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | BRUFX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | BRUFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | BRUFX vs SICIX |
Often Compared With BRUFX
What investors most often compare with BRUFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| S&P 500 Index | 74 | -4.63% | — | BRUFX vs ^GSPC | ||
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 2.15% | — | BRUFX vs FKINX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | BRUFX vs VOO | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 68 | -3.56% | Sep 6, 1994 | BRUFX vs VTMFX | |
| Vanguard 500 Index Fund Admiral Shares | Large Cap Blend Equities | 46 | -7.06% | Nov 13, 2000 | BRUFX vs VFIAX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 78 | -5.03% | Jun 30, 1986 | BRUFX vs PRWCX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | BRUFX vs FCNTX | |
| Vanguard Wellesley Income Fund Investor Shares | Diversified Portfolio | 68 | -0.45% | Jul 1, 1970 | BRUFX vs VWINX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | BRUFX vs WWWEX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | BRUFX vs TPDAX |
Compare BRUFX with Any Fund or Stock
Compare BRUFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.