Ariel Global Fund (AGLOX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AGLOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AGLOX
AGLOX charges 1.13% annually. There are 176 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | AGLOX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | AGLOX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | AGLOX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | AGLOX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | AGLOX vs UCEQX |
Best Risk-Adjusted Alternatives to AGLOX
AGLOX has a PortfoliosLab risk / return rank of 89. There are 9 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | AGLOX vs LVAGX | |
| Polaris Global Value Fund | 93 | — | May 1998 | AGLOX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | AGLOX vs EPSYX | |
| GMO Global Equity Allocation Fund | 91 | — | Nov 1996 | AGLOX vs GMGEX | |
| John Hancock Global Shareholder Yield Fund | 91 | — | Feb 2007 | AGLOX vs JGYIX |
Top Performing AGLOX Alternatives (YTD)
AGLOX is at 26.71% YTD. There are 2 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 42.58% | — | Nov 2016 | AGLOX vs PGTIX | |
| Oberweis Global Opportunities Fund | 31.52% | — | Jan 1987 | AGLOX vs OBEGX | |
| T. Rowe Price Global Stock Fund | 24.54% | — | Dec 1995 | AGLOX vs PRGSX | |
| Fidelity Advisor Worldwide Fund Class Z | 24.23% | — | Oct 2018 | AGLOX vs FIQOX | |
| Fidelity Worldwide Fund | 24.21% | — | May 1990 | AGLOX vs FWWFX |
Lowest Volatility Alternatives to AGLOX
AGLOX has 14.02% 1-year volatility. There are 128 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | AGLOX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | AGLOX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | AGLOX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | AGLOX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.69% | — | Jan 2016 | AGLOX vs SGMAX |
Lowest Drawdown Alternatives to AGLOX
AGLOX has a 1-year max drawdown of -10.66%. There are 128 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | AGLOX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | AGLOX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | AGLOX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | AGLOX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | AGLOX vs SVTAX |
Other Mutual Funds from Ariel Investments
The 4 most viewed Ariel Investments mutual funds shown here include ARGFX, AINTX, ARFFX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ariel Fund | Mid Cap Value Equities | 36 | 7.67% | — | Nov 1986 | AGLOX vs ARGFX | |
| Ariel International Fund | Foreign Large Cap Equities | 48 | 20.00% | — | Dec 2011 | AGLOX vs AINTX | |
| Ariel Focus Fund | Mid Cap Value Equities | 75 | 8.39% | — | Jun 2005 | AGLOX vs ARFFX | |
| Ariel Appreciation Fund | Mid Cap Value Equities | 44 | 12.03% | — | Dec 1989 | AGLOX vs CAAPX |
Often Compared With AGLOX
Investors most often compare AGLOX with GCCHX, CAEIX, FGIAX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare AGLOX with Any Fund or Stock
Compare AGLOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AGLOX with funds that move differently
Ariel Global Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AGLOX.
Explore AGLOX Diversifiers