Baillie Gifford China Equities Fund (BGCBX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BGCBX
BGCBX charges 0.96% annually. Among mutual funds in the China Equities category, these options have the lowest expense ratios among BGCBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 0.80% | Oct 2, 2018 | BGCBX vs FIQFX | |
| Fidelity China Region Fund | 0.91% | Nov 1, 1995 | BGCBX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 0.93% | May 9, 2008 | BGCBX vs FHKIX | |
| abrdn China A Share Equity Fund | 0.99% | Jun 28, 2004 | BGCBX vs GOPIX | |
| BlackRock China A Opportunities Fund | 0.99% | Dec 26, 2018 | BGCBX vs CHILX |
Best Risk-Adjusted Alternatives to BGCBX
Among mutual funds in the China 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 | |
|---|---|---|---|---|
| T. Rowe Price China Evolution Equity Fund | 91 | Dec 9, 2019 | BGCBX vs TRCLX | |
| Morgan Stanley China A Share Fund | 89 | Jul 6, 2006 | BGCBX vs CAF | |
| Fidelity China Region Fund | 89 | Nov 1, 1995 | BGCBX vs FHKCX | |
| Fidelity Advisor China Region Fund Class Z | 88 | Oct 2, 2018 | BGCBX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 88 | May 9, 2008 | BGCBX vs FHKIX |
Top Performing BGCBX Alternatives (YTD)
BGCBX alternatives from the China Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Matthews China Small Companies Fund | 10.66% | May 30, 2011 | BGCBX vs MCSMX | |
| T. Rowe Price China Evolution Equity Fund | 8.83% | Dec 9, 2019 | BGCBX vs TRCLX | |
| Oberweis China Opportunities Fund | 6.97% | Oct 2, 2005 | BGCBX vs OBCHX | |
| Fidelity Advisor China Region Fund Class Z | 5.55% | Oct 2, 2018 | BGCBX vs FIQFX | |
| Fidelity China Region Fund | 5.51% | Nov 1, 1995 | BGCBX vs FHKCX |
Lowest Volatility Alternatives to BGCBX
BGCBX alternatives from the China Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| BlackRock China A Opportunities Fund | 17.24% | Dec 26, 2018 | BGCBX vs CHILX | |
| Guinness Atkinson China And Hong Kong Fund | 18.65% | Jun 29, 1994 | BGCBX vs ICHKX | |
| T. Rowe Price China Evolution Equity Fund | 19.55% | Dec 9, 2019 | BGCBX vs TRCLX | |
| Goldman Sachs China Equity Fund | 19.72% | Jul 7, 1994 | BGCBX vs GSAGX | |
| Morgan Stanley China A Share Fund | 19.73% | Jul 6, 2006 | BGCBX vs CAF |
Lowest Drawdown Alternatives to BGCBX
BGCBX alternatives from the China Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Morgan Stanley China A Share Fund | -11.45% | Jul 6, 2006 | BGCBX vs CAF | |
| BlackRock China A Opportunities Fund | -11.64% | Dec 26, 2018 | BGCBX vs CHILX | |
| T. Rowe Price China Evolution Equity Fund | -13.78% | Dec 9, 2019 | BGCBX vs TRCLX | |
| Goldman Sachs China Equity Fund | -13.89% | Jul 7, 1994 | BGCBX vs GSAGX | |
| Guinness Atkinson China And Hong Kong Fund | -14.00% | Jun 29, 1994 | BGCBX vs ICHKX |
Other Mutual Funds from Baillie Gifford Funds
Most popular Baillie Gifford Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Baillie Gifford Long Term Global Growth Fund Class... | Large Cap Growth Equities, Global Equities | 5 | -19.24% | — | BGCBX vs BSGLX | |
| Baillie Gifford U.S. Equity Growth Fund | Large Cap Growth Equities | 4 | -18.63% | Apr 28, 2017 | BGCBX vs BGGSX | |
| Baillie Gifford Long Term Global Growth Fund | Global Equities | 5 | -19.19% | Jun 9, 2014 | BGCBX vs BGLTX | |
| Baillie Gifford International Growth Fund | Foreign Large Cap Equities | 9 | -9.96% | Mar 5, 2008 | BGCBX vs BGETX | |
| Baillie Gifford International Concentrated Growth ... | Foreign Large Cap Equities | 3 | -14.09% | Dec 13, 2017 | BGCBX vs BTLSX | |
| Baillie Gifford International Alpha Fund | Foreign Large Cap Equities | 9 | -8.54% | Feb 6, 2008 | BGCBX vs BGITX | |
| Baillie Gifford Emerging Markets Equities Fund | Emerging Markets Diversified | 82 | 0.59% | Apr 3, 2003 | BGCBX vs BGELX | |
| Baillie Gifford EAFE Plus All Cap Fund | Foreign Large Cap Equities | — | — | Dec 16, 2009 | BGCBX vs BGCWX | |
| Baillie Gifford Developed EAFE All Cap Fund | Foreign Large Cap Equities | — | — | Apr 14, 2014 | BGCBX vs BGPTX |
Often Compared With BGCBX
What investors most often compare with BGCBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class M | China Equities | 87 | 5.37% | May 9, 2008 | BGCBX vs FHKTX | |
| Fidelity Advisor China Region Fund Class C | China Equities | 87 | 5.23% | May 9, 2008 | BGCBX vs FCHKX | |
| Matthews China Dividend Fund | China Equities | — | — | Nov 29, 2009 | BGCBX vs MCDFX | |
| Matthews China Fund | China Equities | 9 | -9.47% | Feb 18, 1998 | BGCBX vs MCHFX | |
| Templeton Dragon Fund Inc. | China Equities | 23 | -4.88% | — | BGCBX vs TDF | |
| WCM China Quality Growth Fund | China Equities | 8 | -4.91% | Mar 30, 2020 | BGCBX vs WCQGX | |
| Fidelity Advisor China Region Fund Class A | China Equities | 88 | 5.42% | May 9, 2008 | BGCBX vs FHKAX | |
| Eaton Vance Greater China Growth Fund | China Equities | 5 | -9.64% | Oct 27, 1992 | BGCBX vs EVCGX |
Compare BGCBX with Any Fund or Stock
Compare BGCBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.