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 a closer substitute for your current allocation.
Cheapest Alternatives to BGAIX
BGAIX charges 0.90% annually. There are 97 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 | BGAIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | BGAIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | BGAIX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | BGAIX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | BGAIX vs UCEQX |
Best Risk-Adjusted Alternatives to BGAIX
BGAIX has a PortfoliosLab risk / return rank of 55. There are 86 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | BGAIX vs LVAGX | |
| Polaris Global Value Fund | 93 | — | May 1998 | BGAIX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | BGAIX vs EPSYX | |
| GMO Global Equity Allocation Fund | 91 | — | Nov 1996 | BGAIX vs GMGEX | |
| John Hancock Global Shareholder Yield Fund | 91 | — | Feb 2007 | BGAIX vs JGYIX |
Top Performing BGAIX Alternatives (YTD)
BGAIX is at 14.51% YTD. There are 55 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 42.58% | — | Nov 2016 | BGAIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 31.52% | — | Jan 1987 | BGAIX vs OBEGX | |
| Ariel Global Fund | 26.71% | — | Dec 2011 | BGAIX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 24.54% | — | Dec 1995 | BGAIX vs PRGSX | |
| Fidelity Advisor Worldwide Fund Class Z | 24.23% | — | Oct 2018 | BGAIX vs FIQOX |
Lowest Volatility Alternatives to BGAIX
BGAIX has 22.82% 1-year volatility. There are 242 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | BGAIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | BGAIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | BGAIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | BGAIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.69% | — | Jan 2016 | BGAIX vs SGMAX |
Lowest Drawdown Alternatives to BGAIX
BGAIX has a 1-year max drawdown of -10.69%. There are 129 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 | BGAIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | BGAIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | BGAIX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | BGAIX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | BGAIX vs SVTAX |
Other Mutual Funds from Baron Capital Group, Inc.
The 10 most viewed Baron Capital Group, Inc. mutual funds shown here include BPTRX, BFGFX, BIOPX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron Partners Fund | Large Cap Growth Equities | 52 | 4.67% | — | Apr 2003 | BGAIX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 31 | 4.24% | — | Jun 2008 | BGAIX vs BFGFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 31 | 11.84% | — | Feb 2000 | BGAIX vs BIOPX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -16.71% | — | Dec 1994 | BGAIX vs BGRFX | |
| Baron Asset Fund | Mid Cap Growth Equities | 8 | 4.02% | — | Jun 1987 | BGAIX vs BARAX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | -2.27% | — | Sep 1997 | BGAIX vs BSCFX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -16.62% | — | May 2009 | BGAIX vs BGRIX | |
| Baron Real Estate Income Fund | REIT | 29 | 11.79% | — | Dec 2017 | BGAIX vs BRIIX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 17 | 3.69% | — | Dec 2017 | BGAIX vs BDAIX | |
| Baron Real Estate Fund | REIT | 13 | 3.45% | — | Dec 2009 | BGAIX vs BREIX |
Often Compared With BGAIX
Investors most often compare BGAIX with VSGX, SPY, MVGIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare BGAIX with Any Fund or Stock
Compare BGAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BGAIX with funds that move differently
Baron Global Advantage Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BGAIX.
Explore BGAIX Diversifiers