MFS Blended Research Value Equity Fund (BRUHX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BRUHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BRUHX
BRUHX charges 0.49% annually. There are 44 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | BRUHX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | BRUHX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | BRUHX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | BRUHX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | BRUHX vs TILVX |
Best Risk-Adjusted Alternatives to BRUHX
BRUHX has a PortfoliosLab risk / return rank of 89. There are 50 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | BRUHX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | BRUHX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | BRUHX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | BRUHX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | BRUHX vs AVLVX |
Top Performing BRUHX Alternatives (YTD)
BRUHX is at 19.80% YTD. There are 16 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | BRUHX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | BRUHX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | BRUHX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | BRUHX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | BRUHX vs YAFFX |
Lowest Volatility Alternatives to BRUHX
BRUHX has 11.53% 1-year volatility. There are 187 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | BRUHX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | BRUHX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | BRUHX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | BRUHX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | BRUHX vs TMMAX |
Lowest Drawdown Alternatives to BRUHX
BRUHX has a 1-year max drawdown of -6.69%. There are 83 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | BRUHX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | BRUHX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | BRUHX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | BRUHX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | BRUHX vs SVAIX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MEIIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 14 | 4.58% | — | Jan 1996 | BRUHX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 42 | 9.49% | — | May 2006 | BRUHX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 41 | 9.42% | — | Feb 1996 | BRUHX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 36 | 9.55% | — | Sep 2004 | BRUHX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 5 | -1.61% | — | Jan 1935 | BRUHX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 9 | 4.83% | — | Jun 2012 | BRUHX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 9 | 4.78% | — | Jul 1997 | BRUHX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 26 | 5.42% | — | — | BRUHX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 40 | 9.27% | — | Jan 1996 | BRUHX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 36 | 8.81% | — | Jul 1924 | BRUHX vs MITTX |
Often Compared With BRUHX
Investors most often compare BRUHX with ACIIX, AVERX, FAIRX. These 17 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare BRUHX with Any Fund or Stock
Compare BRUHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BRUHX with funds that move differently
MFS Blended Research Value Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BRUHX.
Explore BRUHX Diversifiers