Bullfinch Greater Western New York Series (BWNYX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BWNYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BWNYX
BWNYX charges 1.52% annually. There are 117 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | BWNYX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | BWNYX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | BWNYX vs FSMAX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 218.80B | May 1998 | BWNYX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | BWNYX vs VEMPX |
Best Risk-Adjusted Alternatives to BWNYX
BWNYX has a PortfoliosLab risk / return rank of 16. There are 108 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | BWNYX vs PFSLX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 84 | — | Aug 2013 | BWNYX vs FZAMX | |
| Vanguard Strategic Equity Fund | 83 | 11.50B | Aug 1995 | BWNYX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class I | 83 | — | Aug 2004 | BWNYX vs FIIMX | |
| Destinations Small-Mid Cap Equity Fund | 82 | — | Mar 2017 | BWNYX vs DSMFX |
Top Performing BWNYX Alternatives (YTD)
BWNYX is at 16.21% YTD. There are 46 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 45.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 45.18% | — | Jan 2005 | BWNYX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 34.15% | — | Aug 2015 | BWNYX vs FZFLX | |
| Hodges Fund | 29.58% | — | Oct 1992 | BWNYX vs HDPMX | |
| 13D Activist Fund | 25.92% | — | Dec 2011 | BWNYX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 25.08% | — | Aug 2013 | BWNYX vs FZAMX |
Lowest Volatility Alternatives to BWNYX
BWNYX has 20.94% 1-year volatility. There are 118 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.90% | — | Dec 2002 | BWNYX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.82% | — | Jul 1999 | BWNYX vs TLVAX | |
| Boston Trust Midcap Fund | 11.88% | — | — | BWNYX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.99% | — | Aug 2011 | BWNYX vs WAMFX | |
| Victory RS Investors Fund | 12.08% | — | Nov 2005 | BWNYX vs RSINX |
Lowest Drawdown Alternatives to BWNYX
BWNYX has a 1-year max drawdown of -15.09%. There are 124 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | BWNYX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | BWNYX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | BWNYX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | BWNYX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | BWNYX vs DNLDX |
Often Compared With BWNYX
Investors most often compare BWNYX with VOO, BIGTX, GABVX. These 15 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare BWNYX with Any Fund or Stock
Compare BWNYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BWNYX with funds that move differently
Bullfinch Greater Western New York Series alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BWNYX.
Explore BWNYX Diversifiers