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 Equity Allocation Fund | 0.01% | — | Nov 1996 | BGEEX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | BGEEX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | BGEEX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | BGEEX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | BGEEX vs UCEQX |
Best Risk-Adjusted Alternatives to BGEEX
Among 251 mutual funds in the Global Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | BGEEX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 91 | — | Dec 2005 | BGEEX vs EPSYX | |
| PGIM Jennison Global Equity Income Fund | 91 | — | Dec 1997 | BGEEX vs AGOCX | |
| Polaris Global Value Fund | 91 | — | May 1998 | BGEEX vs PGVFX | |
| John Hancock Global Shareholder Yield Fund | 91 | — | Feb 2007 | BGEEX vs JGYIX |
Top Performing BGEEX Alternatives (YTD)
Among 251 mutual funds in the Global Equities category with YTD return data, the top-performing alternatives shown here go as high as 36.05%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 36.05% | — | Nov 2016 | BGEEX vs PGTIX | |
| Oberweis Global Opportunities Fund | 28.18% | — | Jan 1987 | BGEEX vs OBEGX | |
| Ariel Global Fund | 24.09% | — | Dec 2011 | BGEEX vs AGLOX | |
| LSV Global Value Fund | 22.98% | — | Jun 2014 | BGEEX vs LVAGX | |
| American Funds The New Economy Fund® Class F-2 | 22.61% | — | Aug 2008 | BGEEX vs NEFFX |
Lowest Volatility Alternatives to BGEEX
Among 251 mutual funds in the Global Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 6.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.96% | 2.00B | Dec 2013 | BGEEX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.98% | 2.00B | Dec 2013 | BGEEX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.13% | — | Jul 2006 | BGEEX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.52% | — | Sep 1990 | BGEEX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | BGEEX vs SGMAX |
Lowest Drawdown Alternatives to BGEEX
Among 251 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 | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | BGEEX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | BGEEX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | BGEEX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | BGEEX vs CSUAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 39 | 13.94% | — | Sep 2021 | BGEEX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 60 | 9.30% | — | Jul 1993 | BGEEX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 93 | 9.95% | — | Dec 2012 | BGEEX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 63 | 11.34% | — | May 2011 | BGEEX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.27% | — | Dec 1991 | BGEEX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 34 | 5.09% | — | Aug 2005 | BGEEX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 49 | 8.66% | — | Jul 2010 | BGEEX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 58 | 38.55% | — | Apr 2000 | BGEEX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 77 | 7.38% | — | Oct 2007 | BGEEX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 71 | 13.25% | — | Sep 1999 | BGEEX vs FAMRX |
Often Compared With BGEEX
Investors most often compare BGEEX with SPY, ARTHX, GCCHX. These 20 comparison targets span 8 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