BBVSX

Active

Bridge Builder Small/Mid Cap Value Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.38%
Annual Cost per $10K
$38.00
30-Year Fee Drag per $10K
$7,706
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+8.12%

Asset Allocation

US Equity
89%
Intl Equity
5%
Real Estate
6%

Fee Comparison

BBVSX
0.38%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

64% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+39.06%3Y
Compare to

Fee Impact Calculator

$
%
BBVSX at 0.38%$342,082
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$38,531
Cost vs index fund−$35,342

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
BBVSXBridge Builder Small/Mid Cap Value Fund0.38%
AWSHXWashington Mutual Investors Fund0.31%
FCNKXFidelity Contrafund0.56%
FCTDXStrategic Advisers Fidelity U.S. Total Stock Fund0.28%
AICCXInvestment Co of America0.32%
AFMFXAmerican Mutual Fund0.57%
AMCFXAMCAP Fund0.43%
VPMAXVANGUARD PRIMECAP FUND0.31%
JLGMXJPMorgan Large Cap Growth Fund0.94%
FGCKXFidelity Growth Company Fund0.45%
IJHiShares Core S&P Mid-Cap ETF0.05%
IWDiShares Russell 1000 Value ETF0.18%
MFEKXMFS Growth Fund0.49%
VWNAXVANGUARD WINDSOR II FUND0.23%
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
VEIRXVANGUARD EQUITY INCOME FUND0.18%
FSAKXStrategic Advisers U.S. Total Stock Fund0.21%
FBCCXFidelity Blue Chip Growth Fund0.97%
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
IWRiShares Russell Mid-Cap ETF0.18%
FLCNXFidelity Contrafund K60.45%
FMAEXFidelity Magellan Fund0.62%
QQQMInvesco NASDAQ 100 ETF0.15%
MEIAXMFS Value Fund0.79%
ITOTiShares Core S&P Total U.S. Stock Market ETF0.03%
FSMDXFidelity Mid Cap Index Fund0.03%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
PRBLXParnassus Core Equity Fund0.82%
FSMAXFidelity Extended Market Index Fund0.03%
VDIGXVANGUARD DIVIDEND GROWTH FUND0.22%
FRISXFranklin Rising Dividends Fund0.52%
QUALiShares MSCI USA Quality Factor ETF0.15%
DFEOXU.S. CORE EQUITY 1 PORTFOLIO$1M min0.15%
OIEFXJPMorgan Equity Income Fund0.95%
XLFThe Financial Select Sector SPDR Fund0.08%
DFQTXU.S. CORE EQUITY 2 PORTFOLIO$1M min0.18%
FZAHXFidelity Advisor Growth Opportunities Fund0.37%
FDTRXFranklin Dynatech Fund0.45%
DFACDimensional U.S. Core Equity 2 ETF0.17%
BBGLXBridge Builder Large Cap Growth Fund0.19%
WFSPXiShares S&P 500 Index Fund0.22%
TRZDXT. Rowe Price Dividend Growth Fund, Inc.0.49%
VWNEXVANGUARD WINDSOR FUND0.26%
OAZMXOakmark Fund0.63%
XLIThe Industrial Select Sector SPDR Fund0.08%
FBCGXFidelity Blue Chip Growth K6 Fund0.45%
JMUEXJPMorgan U.S. Equity Fund0.94%
JVMAXDisciplined Value Mid Cap Fund0.74%
USMViShares MSCI USA Min Vol Factor ETF0.15%
HNACXHarbor Capital Appreciation Fund0.59%
SDYSPDR(R) S&P(R) Dividend ETF0.35%
BBVLXBridge Builder Large Cap Value Fund0.23%
FGKFXFidelity Growth Company K6 Fund0.45%
FNCMXFidelity Nasdaq Composite Index Fund0.29%
COWZPacer US Cash Cows 100 ETF0.49%
PEIYXPutnam Large Cap Value Fund0.63%
TRZLXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.54%
XLEThe Energy Select Sector SPDR Fund0.08%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
DGROiShares Core Dividend Growth ETF0.08%
TRZQXT. Rowe Price Equity Income Fund0.53%
VHCAXVANGUARD CAPITAL OPPORTUNITY FUND0.36%
JHQAXJPMorgan Hedged Equity Fund0.82%
IWPiShares Russell Mid-Cap Growth ETF0.23%
FCGSXFidelity Series Growth Company Fund0.00%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
DFUVDimensional U.S. Marketwide Value ETF0.21%
NOBLProShares S&P 500 Dividend Aristocrats ETF0.35%
SCHASchwab U.S. Small-Cap ETF0.04%
GETGXVictory Sycamore Established Value Fund0.89%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
XLYThe Consumer Discretionary Select Sector SPDR Fund0.08%
LSITXClearBridge Large Cap Growth Fund0.64%
FZANXFidelity Advisor New Insights Fund0.53%
IWSiShares Russell Mid-Cap Value ETF0.23%
FIFRXFranklin Growth Fund0.46%
BBTLXBridge Builder Tax Managed Large Cap Fund0.23%
VPCCXVANGUARD PRIMECAP CORE FUND0.45%
VAFAXInvesco American Franchise Fund0.93%
PFFiShares Preferred and Income Securities ETF0.45%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
FSBDXFidelity Series Blue Chip Growth Fund0.00%
BBGSXBridge Builder Small/Mid Cap Growth Fund0.34%
NOSIXStock Index Fund0.05%
SCHMSchwab U.S. Mid-Cap ETF0.04%
DFFVXU.S. Targeted Value Portfolio$1M min0.29%
DFSVXU.S. SMALL CAP VALUE PORTFOLIO$1M min0.31%
SCHVSchwab U.S. Large-Cap Value ETF0.04%
NBGAXNeuberger Berman Genesis Fund0.02%
CCIFXColumbia Seligman Technology and Information Fund0.91%
FSUVXFidelity SAI U.S. Low Volatility Index Fund0.10%
BAWAXBrown Advisory Sustainable Growth Fund0.60%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
MOATVanEck Morningstar Wide Moat ETF0.47%
CMEUXSix Circles Managed Equity Portfolio U.S. Unconstrained Fund0.06%
FTCSFirst Trust Capital Strength ETF0.52%
FSCSXSelect Software and IT Services Portfolio0.62%
SPLVInvesco S&P 500 Low Volatility ETF0.25%
ESGUiShares ESG Aware MSCI USA ETF0.15%
FDSSXFidelity Stock Selector Fund0.49%

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