Ariel Global Fund (AGLOX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AGLOX
AGLOX charges 1.13% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among AGLOX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | AGLOX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | AGLOX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | AGLOX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | AGLOX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | AGLOX vs VMNVX |
Best Risk-Adjusted Alternatives to AGLOX
Among mutual funds in the Global 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 | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | AGLOX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | AGLOX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | AGLOX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | AGLOX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | AGLOX vs GLIFX |
Top Performing AGLOX Alternatives (YTD)
AGLOX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | AGLOX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | AGLOX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | AGLOX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | AGLOX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | AGLOX vs GQRIX |
Lowest Volatility Alternatives to AGLOX
AGLOX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | AGLOX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | AGLOX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | AGLOX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | AGLOX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | AGLOX vs GLIFX |
Lowest Drawdown Alternatives to AGLOX
AGLOX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | AGLOX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | AGLOX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | AGLOX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | AGLOX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | AGLOX vs FGIAX |
Other Mutual Funds from Ariel Investments
Most popular Ariel Investments mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Ariel Fund | Mid Cap Value Equities | 35 | -4.69% | Nov 6, 1986 | AGLOX vs ARGFX | |
| Ariel International Fund | Foreign Large Cap Equities | 26 | -5.17% | Dec 29, 2011 | AGLOX vs AINTX | |
| Ariel Appreciation Fund | Mid Cap Value Equities | 31 | -1.97% | Dec 1, 1989 | AGLOX vs CAAPX | |
| Ariel Focus Fund | Mid Cap Value Equities | 86 | 5.40% | Jun 30, 2005 | AGLOX vs ARFFX |
Often Compared With AGLOX
What investors most often compare with AGLOX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | AGLOX vs FMIEX |
Compare AGLOX with Any Fund or Stock
Compare AGLOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.