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 130 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 | BCGDX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | BCGDX vs GWOAX | |
| 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% | 95.30B | 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 74. There are 36 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | BCGDX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | BCGDX vs EPSYX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | BCGDX vs FMIEX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | BCGDX vs JGYIX | |
| LSV Global Managed Volatility Fund | 92 | — | Jun 2014 | BCGDX vs LVAFX |
Top Performing BCGDX Alternatives (YTD)
BCGDX is at 9.29% YTD. There are 133 mutual funds in the Global Equities category with higher YTD returns, going as high as 29.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 29.92% | — | Nov 2016 | BCGDX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.47% | — | Jan 1987 | BCGDX vs OBEGX | |
| LSV Global Value Fund | 22.92% | — | Jun 2014 | BCGDX vs LVAGX | |
| Ariel Global Fund | 21.83% | — | Dec 2011 | BCGDX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 20.51% | — | — | BCGDX vs YFSNX |
Lowest Volatility Alternatives to BCGDX
BCGDX has 11.22% 1-year volatility. There are 31 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | BCGDX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | BCGDX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | BCGDX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | BCGDX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.57% | — | Jan 2016 | BCGDX vs SGMAX |
Lowest Drawdown Alternatives to BCGDX
BCGDX has a 1-year max drawdown of -8.95%. There are 44 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 | 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 | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | BCGDX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | BCGDX vs CSUAX |
Often Compared With BCGDX
Investors most often compare BCGDX with KNG, SPY, ARTHX. These 20 comparison targets span 4 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