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 175 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% | 90.20B | 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 86. There are 18 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | AGLOX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | AGLOX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | AGLOX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | AGLOX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | AGLOX vs JGYIX |
Top Performing AGLOX Alternatives (YTD)
AGLOX is at 24.67% YTD. There are 4 mutual funds in the Global Equities category with higher YTD returns, going as high as 43.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 43.00% | — | Nov 2016 | AGLOX vs PGTIX | |
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | AGLOX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | AGLOX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | AGLOX vs LVAGX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | AGLOX vs PRGSX |
Lowest Volatility Alternatives to AGLOX
AGLOX has 12.98% 1-year volatility. There are 111 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | AGLOX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | AGLOX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | AGLOX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | AGLOX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | 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 | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | AGLOX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | AGLOX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | AGLOX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | AGLOX vs LVAFX |
Other Mutual Funds from Ariel Investments
The 4 most viewed Ariel Investments mutual funds shown here include ARGFX, AINTX, CAAPX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ariel Fund | Mid Cap Value Equities | 31 | 4.63% | — | Nov 1986 | AGLOX vs ARGFX | |
| Ariel International Fund | Foreign Large Cap Equities | 43 | 19.00% | — | Dec 2011 | AGLOX vs AINTX | |
| Ariel Appreciation Fund | Mid Cap Value Equities | 44 | 9.88% | — | Dec 1989 | AGLOX vs CAAPX | |
| Ariel Focus Fund | Mid Cap Value Equities | 83 | 10.06% | — | Jun 2005 | AGLOX vs ARFFX |
Often Compared With AGLOX
Investors most often compare AGLOX with CSUAX, 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