Blue Current Global Dividend Fund (BCGDX) 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 BCGDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BCGDX
BCGDX charges 0.99% annually. There are 132 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 Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | BCGDX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | BCGDX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | BCGDX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | BCGDX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | BCGDX vs UCEQX |
Best Risk-Adjusted Alternatives to BCGDX
BCGDX has a PortfoliosLab risk / return rank of 83. There are 28 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | BCGDX vs LVAFX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | BCGDX vs LVAGX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | BCGDX vs FMIEX | |
| Polaris Global Value Fund | 97 | — | May 1998 | BCGDX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | BCGDX vs EPSYX |
Top Performing BCGDX Alternatives (YTD)
BCGDX is at 12.01% YTD. There are 84 mutual funds in the Global Equities category with higher YTD returns, going as high as 25.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 25.53% | — | Jan 2017 | BCGDX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | BCGDX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | BCGDX vs PGTIX | |
| LSV Global Value Fund | 24.72% | — | Jun 2014 | BCGDX vs LVAGX | |
| Polaris Global Value Fund | 22.80% | — | May 1998 | BCGDX vs PGVFX |
Lowest Volatility Alternatives to BCGDX
BCGDX has 11.23% 1-year volatility. There are 32 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.90% | — | Dec 2015 | BCGDX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | BCGDX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | BCGDX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | BCGDX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | BCGDX vs SVTAX |
Lowest Drawdown Alternatives to BCGDX
BCGDX has a 1-year max drawdown of -8.95%. There are 46 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | BCGDX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | BCGDX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | BCGDX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | BCGDX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | BCGDX vs SGMAX |
Often Compared With BCGDX
Investors most often compare BCGDX with KNG, SPY, CSUAX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare BCGDX with Any Fund or Stock
Compare BCGDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BCGDX with funds that move differently
Blue Current Global Dividend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BCGDX.
Explore BCGDX Diversifiers