BRSVX vs. BRAGX
Compare and contrast key facts about Bridgeway Small Cap Value Fund (BRSVX) and Bridgeway Aggressive Investors 1 Fund (BRAGX).
BRSVX is managed by Bridgeway. It was launched on Oct 31, 2003. BRAGX is managed by Bridgeway. It was launched on Aug 5, 1994.
Performance
BRSVX vs. BRAGX - Performance Comparison
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BRSVX vs. BRAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRSVX Bridgeway Small Cap Value Fund | 4.35% | 5.51% | -0.22% | 14.20% | -7.76% | 67.87% | 12.04% | 15.00% | -13.09% | 7.09% |
BRAGX Bridgeway Aggressive Investors 1 Fund | -2.31% | 18.09% | 35.79% | 23.13% | -22.41% | 10.96% | 14.35% | 21.86% | -22.42% | 18.44% |
Returns By Period
In the year-to-date period, BRSVX achieves a 4.35% return, which is significantly higher than BRAGX's -2.31% return. Over the past 10 years, BRSVX has outperformed BRAGX with an annualized return of 11.32%, while BRAGX has yielded a comparatively lower 9.77% annualized return.
BRSVX
- 1D
- 2.21%
- 1M
- -4.21%
- YTD
- 4.35%
- 6M
- 6.46%
- 1Y
- 21.24%
- 3Y*
- 7.21%
- 5Y*
- 6.28%
- 10Y*
- 11.32%
BRAGX
- 1D
- 3.23%
- 1M
- -3.85%
- YTD
- -2.31%
- 6M
- -0.02%
- 1Y
- 21.35%
- 3Y*
- 21.71%
- 5Y*
- 8.56%
- 10Y*
- 9.77%
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BRSVX vs. BRAGX - Expense Ratio Comparison
BRSVX has a 0.83% expense ratio, which is higher than BRAGX's 0.39% expense ratio.
Return for Risk
BRSVX vs. BRAGX — Risk / Return Rank
BRSVX
BRAGX
BRSVX vs. BRAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Small Cap Value Fund (BRSVX) and Bridgeway Aggressive Investors 1 Fund (BRAGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BRSVX | BRAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.04 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.56 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.71 | -0.02 |
Martin ratioReturn relative to average drawdown | 5.65 | 7.98 | -2.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BRSVX | BRAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.04 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.42 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.46 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.46 | -0.11 |
Correlation
The correlation between BRSVX and BRAGX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BRSVX vs. BRAGX - Dividend Comparison
BRSVX's dividend yield for the trailing twelve months is around 2.01%, less than BRAGX's 19.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRSVX Bridgeway Small Cap Value Fund | 2.01% | 2.10% | 3.35% | 2.64% | 0.96% | 4.55% | 0.84% | 2.38% | 21.58% | 0.87% | 0.97% | 1.96% |
BRAGX Bridgeway Aggressive Investors 1 Fund | 19.34% | 18.90% | 3.19% | 0.88% | 1.46% | 1.18% | 1.01% | 1.30% | 11.62% | 0.00% | 0.56% | 0.05% |
Drawdowns
BRSVX vs. BRAGX - Drawdown Comparison
The maximum BRSVX drawdown since its inception was -67.58%, roughly equal to the maximum BRAGX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for BRSVX and BRAGX.
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Drawdown Indicators
| BRSVX | BRAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.58% | -67.04% | -0.54% |
Max Drawdown (1Y)Largest decline over 1 year | -12.94% | -13.13% | +0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -30.52% | -35.92% | +5.40% |
Max Drawdown (10Y)Largest decline over 10 years | -51.67% | -46.74% | -4.93% |
Current DrawdownCurrent decline from peak | -5.91% | -5.11% | -0.80% |
Average DrawdownAverage peak-to-trough decline | -13.74% | -16.06% | +2.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.85% | 2.81% | +1.04% |
Volatility
BRSVX vs. BRAGX - Volatility Comparison
The current volatility for Bridgeway Small Cap Value Fund (BRSVX) is 5.84%, while Bridgeway Aggressive Investors 1 Fund (BRAGX) has a volatility of 6.16%. This indicates that BRSVX experiences smaller price fluctuations and is considered to be less risky than BRAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRSVX | BRAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 6.16% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 13.50% | 12.05% | +1.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.22% | 21.44% | +0.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.38% | 20.45% | +1.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.23% | 21.38% | +2.85% |