Bridgeway Ultra Small Company Fund (BRUSX) Alternatives
Bridgeway Ultra Small Company Fund (BRUSX) belongs to the Small 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 BRUSX. 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 BRUSX
BRUSX charges 1.26% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among BRUSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | BRUSX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | BRUSX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | BRUSX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | BRUSX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | BRUSX vs VRTVX |
Best Risk-Adjusted Alternatives to BRUSX
Among mutual funds in the Small Cap Value Equities 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | BRUSX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | BRUSX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | BRUSX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | BRUSX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | BRUSX vs MMEYX |
Top Performing BRUSX Alternatives (YTD)
BRUSX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | BRUSX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | BRUSX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | BRUSX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | BRUSX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | BRUSX vs MMEYX |
Lowest Volatility Alternatives to BRUSX
BRUSX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | BRUSX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | BRUSX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | BRUSX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | BRUSX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | BRUSX vs TASCX |
Lowest Drawdown Alternatives to BRUSX
BRUSX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | BRUSX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | BRUSX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | BRUSX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | BRUSX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | BRUSX vs JMCRX |
Other Mutual Funds from Bridgeway
Most popular Bridgeway mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Bridgeway Small Cap Value Fund | Small Cap Value Equities | 46 | 2.10% | Oct 31, 2003 | BRUSX vs BRSVX | |
| Bridgeway Aggressive Investors 1 Fund | Mid Cap Blend Equities | 51 | -5.37% | Aug 5, 1994 | BRUSX vs BRAGX | |
| Bridgeway Omni Small-Cap Value Fund | Small Cap Value Equities | 72 | 6.76% | Aug 31, 2011 | BRUSX vs BOSVX | |
| Bridgeway Global Opportunities Fund Class N | Equity Market Neutral | 97 | 6.16% | Oct 15, 2024 | BRUSX vs BRGOX |
Often Compared With BRUSX
What investors most often compare with BRUSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | BRUSX vs FZROX | |
| ProShares UltraPro QQQ | Leveraged Equities, Leveraged | 50 | -20.81% | Feb 9, 2010 | BRUSX vs TQQQ | |
| Vanguard U.S. Minimum Volatility ETF | Mid Cap Blend Equities, Actively Managed | 37 | 2.55% | Feb 13, 2018 | BRUSX vs VFMV | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | BRUSX vs PRVIX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | BRUSX vs VSCAX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | BRUSX vs SSCVX |
Compare BRUSX with Any Fund or Stock
Compare BRUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.