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 14. There are 15 mutual funds in the China Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 95 | — | Oct 2018 | BGCBX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 95 | — | May 2008 | BGCBX vs FHKIX | |
| Fidelity China Region Fund | 95 | — | Nov 1995 | BGCBX vs FHKCX | |
| Fidelity Advisor China Region Fund Class A | 95 | — | May 2008 | BGCBX vs FHKAX | |
| Fidelity Advisor China Region Fund Class M | 95 | — | May 2008 | BGCBX vs FHKTX |
Top Performing BGCBX Alternatives (YTD)
BGCBX is at -2.17% YTD. There are 17 mutual funds in the China Equities category with higher YTD returns, going as high as 39.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews China Small Companies Fund | 39.95% | — | May 2011 | BGCBX vs MCSMX | |
| Fidelity Advisor China Region Fund Class Z | 36.43% | — | Oct 2018 | BGCBX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 36.35% | — | May 2008 | BGCBX vs FHKIX | |
| Fidelity China Region Fund | 36.34% | — | Nov 1995 | BGCBX vs FHKCX | |
| Fidelity Advisor China Region Fund Class A | 36.18% | — | May 2008 | BGCBX vs FHKAX |
Lowest Volatility Alternatives to BGCBX
BGCBX has 17.91% 1-year volatility. There are 3 mutual funds in the China Equities category with lower 1-year volatility, going as low as 15.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Guinness Atkinson China And Hong Kong Fund | 15.81% | — | Jun 1994 | BGCBX vs ICHKX | |
| BlackRock China A Opportunities Fund | 16.48% | — | Dec 2018 | BGCBX vs CHILX | |
| Goldman Sachs China Equity Fund | 17.85% | — | Jul 1994 | BGCBX vs GSAGX | |
| T. Rowe Price China Evolution Equity Fund | 18.18% | — | Dec 2019 | BGCBX vs TRCLX | |
| Eaton Vance Greater China Growth Fund | 18.22% | — | Oct 1992 | BGCBX vs EVCGX |
Lowest Drawdown Alternatives to BGCBX
BGCBX has a 1-year max drawdown of -13.48%. There are 13 mutual funds in the China Equities category with shallower 1-year drawdowns, going as shallow as -8.54%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock China A Opportunities Fund | -8.54% | — | Dec 2018 | BGCBX vs CHILX | |
| Oberweis China Opportunities Fund | -9.59% | — | Oct 2005 | BGCBX vs OBCHX | |
| Guinness Atkinson China And Hong Kong Fund | -10.19% | — | Jun 1994 | BGCBX vs ICHKX | |
| T. Rowe Price China Evolution Equity Fund | -10.47% | — | Dec 2019 | BGCBX vs TRCLX | |
| Fidelity Advisor China Region Fund Class Z | -10.78% | — | Oct 2018 | BGCBX vs FIQFX |
Other Mutual Funds from Baillie Gifford Funds
The 7 most viewed Baillie Gifford Funds 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 | 2 | -11.43% | — | — | BGCBX vs BSGLX | |
| Baillie Gifford U.S. Equity Growth Fund | Large Cap Growth Equities | 3 | -3.09% | — | Apr 2017 | BGCBX vs BGGSX | |
| Baillie Gifford International Growth Fund | Foreign Large Cap Equities | 6 | 4.08% | — | Mar 2008 | BGCBX vs BGETX | |
| Baillie Gifford Long Term Global Growth Fund | Global Equities | 2 | -11.38% | — | Jun 2014 | BGCBX vs BGLTX | |
| Baillie Gifford International Concentrated Growth ... | Foreign Large Cap Equities | 1 | -7.50% | — | Dec 2017 | BGCBX vs BTLSX | |
| Baillie Gifford International Alpha Fund | Foreign Large Cap Equities | 11 | 10.60% | — | Feb 2008 | BGCBX vs BGITX | |
| Baillie Gifford Emerging Markets Equities Fund | Emerging Markets Diversified | 69 | 15.73% | — | Apr 2003 | BGCBX vs BGELX |
Often Compared With BGCBX
Investors most often compare BGCBX with FCHKX, TDF, ACEYX. These 10 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class C | China Equities | 95 | 35.76% | — | May 2008 | BGCBX vs FCHKX | |
| Templeton Dragon Fund Inc. | China Equities | 21 | 2.56% | — | — | BGCBX vs TDF | |
| AB All China Equity Portfolio | China Equities | 17 | -1.38% | — | Jul 2018 | BGCBX vs ACEYX | |
| Morgan Stanley China A Share Fund | China Equities | 87 | 15.96% | — | Jul 2006 | BGCBX vs CAF | |
| Matthews China Fund | China Equities | 15 | -0.58% | — | Feb 1998 | BGCBX vs MCHFX | |
| WCM China Quality Growth Fund | China Equities | 9 | 4.50% | — | Mar 2020 | BGCBX vs WCQGX | |
| RBC China Equity Fund | China Equities | 39 | 1.54% | — | Apr 2022 | BGCBX vs RBCIX | |
| Columbia Greater China Fund | China Equities | 5 | -4.90% | — | May 1997 | BGCBX vs LNGZX | |
| AMG Veritas China Fund | China Equities | 13 | 4.36% | — | Jun 1994 | BGCBX vs MMCFX | |
| William Blair China Growth Fund | China Equities | 17 | 6.28% | — | Aug 2021 | BGCBX vs WICGX |
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