MFS Blended Research Growth Equity Fund (BRWJX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BRWJX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BRWJX
BRWJX charges 0.49% annually. There are 59 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | BRWJX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | BRWJX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BRWJX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | BRWJX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | BRWJX vs VRGWX |
Best Risk-Adjusted Alternatives to BRWJX
BRWJX has a PortfoliosLab risk / return rank of 18. There are 166 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 88 | 92.00B | Nov 1984 | BRWJX vs VPMCX | |
| One Rock Fund | 88 | — | Mar 2020 | BRWJX vs ONERX | |
| Davis New York Venture Fund Class Y | 85 | — | Feb 1969 | BRWJX vs DNVYX | |
| Chase Growth Fund Institutional Class | 85 | — | Jan 2007 | BRWJX vs CHAIX | |
| Chase Growth Fund | 84 | — | Dec 1997 | BRWJX vs CHASX |
Top Performing BRWJX Alternatives (YTD)
BRWJX is at 6.70% YTD. There are 180 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | BRWJX vs ONERX | |
| ICON Equity Fund | 27.02% | — | Oct 2002 | BRWJX vs IOLZX | |
| Chase Growth Fund | 24.49% | — | Dec 1997 | BRWJX vs CHASX | |
| Chase Growth Fund Institutional Class | 24.47% | — | Jan 2007 | BRWJX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 23.49% | — | May 2008 | BRWJX vs FOCKX |
Lowest Volatility Alternatives to BRWJX
BRWJX has 16.91% 1-year volatility. There are 189 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.81% | — | Sep 2019 | BRWJX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.72% | — | Jan 2005 | BRWJX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | BRWJX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.21% | — | Dec 2015 | BRWJX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.61% | — | Sep 2018 | BRWJX vs GQEPX |
Lowest Drawdown Alternatives to BRWJX
BRWJX has a 1-year max drawdown of -15.10%. There are 215 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | BRWJX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BRWJX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BRWJX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | BRWJX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | BRWJX vs DNVYX |
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 | 17 | 5.45% | — | Jan 1996 | BRWJX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 47 | 9.95% | — | May 2006 | BRWJX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 46 | 9.88% | — | Feb 1996 | BRWJX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 36 | 9.33% | — | Sep 2004 | BRWJX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 6 | -1.13% | — | Jan 1935 | BRWJX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 7 | 3.21% | — | Jun 2012 | BRWJX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 7 | 3.16% | — | Jul 1997 | BRWJX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 29 | 5.59% | — | — | BRWJX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 45 | 9.74% | — | Jan 1996 | BRWJX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 34 | 8.89% | — | Jul 1924 | BRWJX vs MITTX |
Often Compared With BRWJX
Investors most often compare BRWJX with OLGAX, ADX, TILIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare BRWJX with Any Fund or Stock
Compare BRWJX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BRWJX with funds that move differently
MFS Blended Research Growth Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BRWJX.
Explore BRWJX Diversifiers