Blue Current Global Dividend Fund (BCGDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BCGDX
BCGDX charges 0.99% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among BCGDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | BCGDX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | BCGDX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | BCGDX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | BCGDX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | BCGDX vs VMNVX |
Best Risk-Adjusted Alternatives to BCGDX
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 | BCGDX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | BCGDX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | BCGDX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | BCGDX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | BCGDX vs GLIFX |
Top Performing BCGDX Alternatives (YTD)
BCGDX 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 | BCGDX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | BCGDX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | BCGDX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | BCGDX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | BCGDX vs GQRIX |
Lowest Volatility Alternatives to BCGDX
BCGDX 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 | BCGDX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | BCGDX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | BCGDX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | BCGDX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | BCGDX vs GLIFX |
Lowest Drawdown Alternatives to BCGDX
BCGDX 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 | BCGDX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | BCGDX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | BCGDX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | BCGDX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | BCGDX vs FGIAX |
Often Compared With BCGDX
What investors most often compare with BCGDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | BCGDX vs SPY | |
| FT Cboe Vest S&P 500 Dividend Aristocrats Target I... | Dividend, S&P 500 | 25 | 1.24% | Mar 26, 2018 | BCGDX vs KNG | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | BCGDX vs FMIEX | |
| JPMorgan Global Allocation Fund A | Global Equities | 30 | -5.28% | May 31, 2011 | BCGDX vs GAOAX |
Compare BCGDX with Any Fund or Stock
Compare BCGDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.