Bullfinch Greater Western New York Series (BWNYX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BWNYX
BWNYX charges 1.52% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among BWNYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | BWNYX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | BWNYX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | BWNYX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | BWNYX vs VEMPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | BWNYX vs SWMCX |
Best Risk-Adjusted Alternatives to BWNYX
Among mutual funds in the Mid Cap Blend 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | BWNYX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | BWNYX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | BWNYX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | BWNYX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | BWNYX vs BIGTX |
Top Performing BWNYX Alternatives (YTD)
BWNYX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | BWNYX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | BWNYX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | BWNYX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | BWNYX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | BWNYX vs FTSIX |
Lowest Volatility Alternatives to BWNYX
BWNYX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | BWNYX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | BWNYX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | BWNYX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | BWNYX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | BWNYX vs GABVX |
Lowest Drawdown Alternatives to BWNYX
BWNYX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | BWNYX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | BWNYX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | BWNYX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | BWNYX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | BWNYX vs KMVAX |
Often Compared With BWNYX
What investors most often compare with BWNYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | BWNYX vs VOO |
Compare BWNYX with Any Fund or Stock
Compare BWNYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.