Baillie Gifford China Equities Fund (BGCBX) belongs to the China Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BGCBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BGCBX
BGCBX charges 0.96% annually. There are 3 mutual funds in the China Equities category with lower expense ratios, going as low as 0.80%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 0.80% | — | Oct 2018 | BGCBX vs FIQFX | |
| Fidelity China Region Fund | 0.91% | — | Nov 1995 | BGCBX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 0.93% | — | May 2008 | BGCBX vs FHKIX | |
| BlackRock China A Opportunities Fund | 0.99% | — | Dec 2018 | BGCBX vs CHILX | |
| abrdn China A Share Equity Fund | 0.99% | — | Jun 2004 | BGCBX vs GOPIX |
Best Risk-Adjusted Alternatives to BGCBX
BGCBX has a PortfoliosLab risk / return rank of 12. There are 13 mutual funds in the China Equities category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity China Region Fund | 84 | — | Nov 1995 | BGCBX vs FHKCX | |
| Fidelity Advisor China Region Fund Class Z | 84 | — | Oct 2018 | BGCBX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 83 | — | May 2008 | BGCBX vs FHKIX | |
| Fidelity Advisor China Region Fund Class A | 83 | — | May 2008 | BGCBX vs FHKAX | |
| Fidelity Advisor China Region Fund Class M | 82 | — | May 2008 | BGCBX vs FHKTX |
Top Performing BGCBX Alternatives (YTD)
BGCBX is at -2.61% YTD. There are 16 mutual funds in the China Equities category with higher YTD returns, going as high as 25.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 25.90% | — | Oct 2018 | BGCBX vs FIQFX | |
| Fidelity China Region Fund | 25.83% | — | Nov 1995 | BGCBX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 25.81% | — | May 2008 | BGCBX vs FHKIX | |
| Fidelity Advisor China Region Fund Class A | 25.60% | — | May 2008 | BGCBX vs FHKAX | |
| Fidelity Advisor China Region Fund Class M | 25.43% | — | May 2008 | BGCBX vs FHKTX |
Lowest Volatility Alternatives to BGCBX
BGCBX has 19.04% 1-year volatility. There is 1 mutual fund in the China Equities category with lower 1-year volatility, going as low as 17.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Guinness Atkinson China And Hong Kong Fund | 17.22% | — | Jun 1994 | BGCBX vs ICHKX | |
| Eaton Vance Greater China Growth Fund | 19.34% | — | Oct 1992 | BGCBX vs EVCGX | |
| Goldman Sachs China Equity Fund | 20.00% | — | Jul 1994 | BGCBX vs GSAGX | |
| AB All China Equity Portfolio | 20.26% | — | Jul 2018 | BGCBX vs ACEYX | |
| BlackRock China A Opportunities Fund | 20.70% | — | Dec 2018 | BGCBX vs CHILX |
Lowest Drawdown Alternatives to BGCBX
BGCBX has a 1-year max drawdown of -13.48%. There are 10 mutual funds in the China Equities category with shallower 1-year drawdowns, going as shallow as -10.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Morgan Stanley China A Share Fund | -10.98% | — | Jul 2006 | BGCBX vs CAF | |
| BlackRock China A Opportunities Fund | -11.64% | — | Dec 2018 | BGCBX vs CHILX | |
| Fidelity Advisor China Region Fund Class Z | -12.23% | — | Oct 2018 | BGCBX vs FIQFX | |
| Fidelity China Region Fund | -12.24% | — | Nov 1995 | BGCBX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | -12.26% | — | May 2008 | BGCBX vs FHKIX |
Other Mutual Funds from Baillie Gifford
The 7 most viewed Baillie Gifford mutual funds shown here include BSGLX, BGGSX, BGETX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baillie Gifford Long Term Global Growth Fund Class... | Large Cap Growth Equities, Global Equities | — | — | — | — | BGCBX vs BSGLX | |
| Baillie Gifford U.S. Equity Growth Fund | Large Cap Growth Equities | 1 | -6.90% | — | Apr 2017 | BGCBX vs BGGSX | |
| Baillie Gifford International Growth Fund | Foreign Large Cap Equities | 10 | 4.44% | — | Mar 2008 | BGCBX vs BGETX | |
| Baillie Gifford International Concentrated Growth ... | Foreign Large Cap Equities | — | — | — | Dec 2017 | BGCBX vs BTLSX | |
| Baillie Gifford Long Term Global Growth Fund | Global Equities | — | — | — | Jun 2014 | BGCBX vs BGLTX | |
| Baillie Gifford International Alpha Fund | Foreign Large Cap Equities | 18 | 8.61% | — | Feb 2008 | BGCBX vs BGITX | |
| Baillie Gifford Emerging Markets Equities Fund | Emerging Markets Equities | 84 | 21.71% | — | Apr 2003 | BGCBX vs BGELX |
Often Compared With BGCBX
Investors most often compare BGCBX with FCHKX, TDF, WCQGX. These 11 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare BGCBX with Any Fund or Stock
Compare BGCBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BGCBX with funds that move differently
Baillie Gifford China Equities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BGCBX.
Explore BGCBX Diversifiers