Baron Global Advantage Fund (BGAIX) Alternatives
Baron Global Advantage Fund (BGAIX) 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 BGAIX. 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 BGAIX
BGAIX charges 0.90% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among BGAIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | BGAIX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | BGAIX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | BGAIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | BGAIX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | BGAIX vs VMNVX |
Best Risk-Adjusted Alternatives to BGAIX
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 | BGAIX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | BGAIX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | BGAIX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | BGAIX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | BGAIX vs GLIFX |
Top Performing BGAIX Alternatives (YTD)
BGAIX 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 | BGAIX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | BGAIX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | BGAIX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | BGAIX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | BGAIX vs GQRIX |
Lowest Volatility Alternatives to BGAIX
BGAIX 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 | BGAIX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | BGAIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | BGAIX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | BGAIX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | BGAIX vs GLIFX |
Lowest Drawdown Alternatives to BGAIX
BGAIX 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 | BGAIX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | BGAIX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | BGAIX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | BGAIX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | BGAIX vs FGIAX |
Other Mutual Funds from Baron Capital Group, Inc.
Most popular Baron Capital Group, Inc. mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Baron Partners Fund | Large Cap Growth Equities | 81 | -7.34% | Apr 30, 2003 | BGAIX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 71 | -7.28% | Jun 30, 2008 | BGAIX vs BFGFX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -13.64% | Dec 30, 1994 | BGAIX vs BGRFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 39 | -12.09% | Feb 29, 2000 | BGAIX vs BIOPX | |
| Baron Asset Fund | Mid Cap Growth Equities | 8 | -9.35% | Jun 12, 1987 | BGAIX vs BARAX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 19 | -12.29% | Dec 29, 2017 | BGAIX vs BDAIX | |
| Baron Real Estate Fund | REIT | 10 | -7.81% | Dec 31, 2009 | BGAIX vs BREIX | |
| Baron Real Estate Income Fund | REIT | 13 | -0.64% | Dec 29, 2017 | BGAIX vs BRIIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | -10.87% | Sep 30, 1997 | BGAIX vs BSCFX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -13.60% | May 29, 2009 | BGAIX vs BGRIX |
Often Compared With BGAIX
What investors most often compare with BGAIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard ESG International Stock ETF | Foreign Large Cap Equities, ESG | 79 | 0.74% | Sep 18, 2018 | BGAIX vs VSGX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | BGAIX vs FMIEX | |
| JPMorgan Global Allocation Fund A | Global Equities | 30 | -5.28% | May 31, 2011 | BGAIX vs GAOAX |
Compare BGAIX with Any Fund or Stock
Compare BGAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.