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 a closer substitute for your current allocation.
Cheapest Alternatives to BRUSX
BRUSX charges 1.26% annually. There are 94 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | BRUSX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | BRUSX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | BRUSX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | BRUSX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | BRUSX vs VRTVX |
Best Risk-Adjusted Alternatives to BRUSX
BRUSX has a PortfoliosLab risk / return rank of 22. There are 113 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | BRUSX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | BRUSX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | BRUSX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | BRUSX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | BRUSX vs AVALX |
Top Performing BRUSX Alternatives (YTD)
BRUSX is at 9.10% YTD. There are 118 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | BRUSX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | BRUSX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | BRUSX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | BRUSX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | BRUSX vs WSCVX |
Lowest Volatility Alternatives to BRUSX
BRUSX has 21.91% 1-year volatility. There are 123 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | BRUSX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | BRUSX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | BRUSX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | BRUSX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | BRUSX vs ARSMX |
Lowest Drawdown Alternatives to BRUSX
BRUSX has a 1-year max drawdown of -12.87%. There are 112 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | BRUSX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | BRUSX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | BRUSX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | BRUSX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | BRUSX vs TSLTX |
Other Mutual Funds from Bridgeway
The 5 most viewed Bridgeway mutual funds shown here include BRSVX, BRSIX, BRAGX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Bridgeway Small Cap Value Fund | Small Cap Value Equities | 67 | 18.67% | — | Oct 2003 | BRUSX vs BRSVX | |
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 74 | 18.55% | — | Jul 1997 | BRUSX vs BRSIX | |
| Bridgeway Aggressive Investors 1 Fund | Mid Cap Blend Equities | 54 | 12.62% | — | Aug 1994 | BRUSX vs BRAGX | |
| Bridgeway Omni Small-Cap Value Fund | Small Cap Value Equities | 78 | 20.89% | — | Aug 2011 | BRUSX vs BOSVX | |
| Bridgeway Global Opportunities Fund Class N | Equity Market Neutral | 83 | 7.11% | — | Oct 2024 | BRUSX vs BRGOX |
Often Compared With BRUSX
Investors most often compare BRUSX with FZROX, VFMV, TQQQ. These 17 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare BRUSX with Any Fund or Stock
Compare BRUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BRUSX with funds that move differently
Bridgeway Ultra Small Company Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BRUSX.
Explore BRUSX Diversifiers