BCGDX Alternatives & Similar Mutual Funds

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
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	BCGDX vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	BCGDX vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	BCGDX vs SSGLX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	95.30B	Feb 2019	BCGDX vs VTWAX
UCEQX	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 71. There are 53 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	95	—	Jun 2014	BCGDX vs LVAGX
PGVFX	Polaris Global Value Fund	93	—	May 1998	BCGDX vs PGVFX
EPSYX	MainStay Epoch Global Equity Yield Fund	92	—	Dec 2005	BCGDX vs EPSYX
GMGEX	GMO Global Equity Allocation Fund	91	—	Nov 1996	BCGDX vs GMGEX
JGYIX	John Hancock Global Shareholder Yield Fund	91	—	Feb 2007	BCGDX vs JGYIX

Top Performing BCGDX Alternatives (YTD)

BCGDX is at 9.08% YTD. There are 138 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.

Symbol	Name	YTD Return	AUM	Inception
PGTIX	T. Rowe Price Global Technology Fund I Class	42.58%	—	Nov 2016	BCGDX vs PGTIX
OBEGX	Oberweis Global Opportunities Fund	31.52%	—	Jan 1987	BCGDX vs OBEGX
AGLOX	Ariel Global Fund	26.71%	—	Dec 2011	BCGDX vs AGLOX
PRGSX	T. Rowe Price Global Stock Fund	24.54%	—	Dec 1995	BCGDX vs PRGSX
FIQOX	Fidelity Advisor Worldwide Fund Class Z	24.23%	—	Oct 2018	BCGDX vs FIQOX

Lowest Volatility Alternatives to BCGDX

BCGDX has 11.14% 1-year volatility. There are 30 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	7.03%	2.00B	Dec 2013	BCGDX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.05%	2.00B	Dec 2013	BCGDX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.20%	—	Jul 2006	BCGDX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.57%	—	Sep 1990	BCGDX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.69%	—	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
RTXAX	Russell Investment Tax-Managed Real Assets Fund	-5.21%	—	Jun 2019	BCGDX vs RTXAX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	BCGDX vs LVAFX
SGMAX	SEI Institutional Investments Trust Global Managed...	-5.88%	—	Jan 2016	BCGDX vs SGMAX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-5.99%	—	Aug 2017	BCGDX vs CSUAX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	-5.99%	—	Jul 2006	BCGDX vs SVTAX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
KNG	FT Vest S&P 500 Dividend Aristocrats Target Income...	Dividend, S&P 500	27	4.84%	3.32B	Mar 2018	BCGDX vs KNG
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	BCGDX vs SPY
ARTHX	Artisan Global Equity Fund	Global Equities	47	11.61%	—	Mar 2010	BCGDX vs ARTHX
FGIAX	Nuveen Global Infrastructure Fund Class A	Global Equities	48	11.69%	—	Dec 2007	BCGDX vs FGIAX
CAEIX	Calvert Global Energy Solutions Fund	Global Equities	82	18.53%	—	May 2007	BCGDX vs CAEIX
FMIEX	Wasatch Global Value Fund Investor Class Shares	Global Equities	86	11.36%	—	Sep 1996	BCGDX vs FMIEX
GCCHX	GMO Climate Change Fund	Global Equities	88	20.11%	—	Apr 2017	BCGDX vs GCCHX
MVGIX	MFS Low Volatility Global Equity Fund	Global Equities	20	2.20%	—	Dec 2013	BCGDX vs MVGIX
GAOAX	JPMorgan Global Allocation Fund A	Global Equities	25	4.27%	—	May 2011	BCGDX vs GAOAX
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	90	14.50%	3.90B	May 1984	BCGDX vs VGPMX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	Global Equities	7	4.25%	—	Mar 2019	BCGDX vs GQRIX
GQFPX	GQG Partners Global Quality Dividend Income Fund	Global Equities	29	6.50%	—	Jun 2021	BCGDX vs GQFPX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	Global Equities	34	8.80%	—	—	BCGDX vs GLIFX
GQRPX	GQG Partners Global Quality Equity Fund	Global Equities	7	4.15%	—	Mar 2019	BCGDX vs GQRPX
PRAFX	T. Rowe Price Real Assets Fund	Global Equities	47	11.43%	—	Jul 2010	BCGDX vs PRAFX
GLOSX	Pioneer Global Sustainable Equity Fund Class A	Global Equities, Sustainable	84	14.57%	—	Dec 2005	BCGDX vs GLOSX
TAVFX	Third Avenue Value Fund	Global Equities	75	10.91%	—	Oct 1990	BCGDX vs TAVFX
MDGCX	BlackRock Advantage Global Fund, Inc.	Global Equities	90	17.78%	—	Aug 1994	BCGDX vs MDGCX
NALFX	New Alternatives Fund	Global Equities	63	18.71%	—	Sep 1982	BCGDX vs NALFX
SGSCX	DWS Global Small Cap Fund	Global Equities	87	21.49%	—	Sep 1991	BCGDX vs SGSCX

Compare BCGDX with Any Fund or Stock

Compare BCGDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Blue Current Global Dividend Fund (BCGDX) Alternatives