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 289 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | BRUFX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | BRUFX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | BRUFX vs BWBIX |
Best Risk-Adjusted Alternatives to BRUFX
BRUFX has a PortfoliosLab risk / return rank of 93. There are 12 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 | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | BRUFX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | BRUFX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | BRUFX vs FSRRX |
Top Performing BRUFX Alternatives (YTD)
BRUFX is at 14.75% YTD. There are 7 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | BRUFX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | BRUFX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | BRUFX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | BRUFX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | BRUFX vs MHELX |
Lowest Volatility Alternatives to BRUFX
BRUFX has 10.67% 1-year volatility. There are 397 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | BRUFX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | BRUFX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | BRUFX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | BRUFX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | BRUFX vs CSTAX |
Lowest Drawdown Alternatives to BRUFX
BRUFX has a 1-year max drawdown of -7.67%. There are 412 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 6 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