BlackRock GA Dynamic Equity Fund (BGEEX) 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 BGEEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BGEEX
BGEEX charges 0.50% annually. There are 30 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 Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | BGEEX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | BGEEX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | BGEEX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | BGEEX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 90.20B | Feb 2019 | BGEEX vs VTWAX |
Best Risk-Adjusted Alternatives to BGEEX
Among 250 mutual funds in the Global Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | BGEEX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 93 | 3.90B | May 1984 | BGEEX vs VGPMX | |
| MainStay Epoch Global Equity Yield Fund | 91 | — | Dec 2005 | BGEEX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 91 | — | Feb 2007 | BGEEX vs JGYIX | |
| GMO Climate Change Fund | 91 | — | Apr 2017 | BGEEX vs GCCHX |
Top Performing BGEEX Alternatives (YTD)
Among 250 mutual funds in the Global Equities category with YTD return data, the top-performing alternatives shown here go as high as 40.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 40.79% | — | Nov 2016 | BGEEX vs PGTIX | |
| Oberweis Global Opportunities Fund | 28.31% | — | Jan 1987 | BGEEX vs OBEGX | |
| GMO Climate Change Fund | 26.64% | — | Apr 2017 | BGEEX vs GCCHX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | BGEEX vs AGLOX | |
| LSV Global Value Fund | 24.49% | — | Jun 2014 | BGEEX vs LVAGX |
Lowest Volatility Alternatives to BGEEX
Among 250 mutual funds in the Global Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 6.82%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.82% | 2.00B | Dec 2013 | BGEEX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.84% | 2.00B | Dec 2013 | BGEEX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | BGEEX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.41% | — | Sep 1990 | BGEEX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.63% | — | Jan 2016 | BGEEX vs SGMAX |
Lowest Drawdown Alternatives to BGEEX
Among 250 mutual funds in the Global Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | BGEEX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | BGEEX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | BGEEX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | BGEEX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | BGEEX vs LVAFX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 72 | 20.41% | — | Jan 2000 | BGEEX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 6 | -3.87% | 13.70B | Feb 2004 | BGEEX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 80 | 5.93% | 11.90B | Sep 1994 | BGEEX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 69 | 11.03% | 28.60B | Sep 1994 | BGEEX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.33% | — | Jul 1993 | BGEEX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 24 | 9.37% | — | Sep 2021 | BGEEX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 67 | 12.57% | — | May 2011 | BGEEX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 93 | 13.24% | — | Dec 2012 | BGEEX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 75 | 11.53% | — | Dec 1991 | BGEEX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 68 | 14.34% | — | Jul 2010 | BGEEX vs ASFYX |
Often Compared With BGEEX
Investors most often compare BGEEX with SPY, ARTHX, FGIAX. These 16 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare BGEEX with Any Fund or Stock
Compare BGEEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BGEEX with funds that move differently
BlackRock GA Dynamic Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BGEEX.
Explore BGEEX Diversifiers