Baillie Gifford Emerging Markets Equities Fund (BGELX) belongs to the Emerging Markets Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BGELX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BGELX
BGELX charges 0.76% annually. There are 41 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | BGELX vs FEMSX | |
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | BGELX vs FHKFX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | BGELX vs VEMIX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | BGELX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | BGELX vs FPADX |
Best Risk-Adjusted Alternatives to BGELX
BGELX has a PortfoliosLab risk / return rank of 90. There are 11 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio | 96 | — | Jul 1994 | BGELX vs LZEMX | |
| Lazard Emerging Markets Equity Portfolio Class R6 | 96 | — | — | BGELX vs RLEMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 96 | — | Oct 2011 | BGELX vs ESCIX | |
| Delaware Emerging Markets Fund | 94 | — | Jun 1996 | BGELX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 94 | — | Jun 1996 | BGELX vs DEMAX |
Top Performing BGELX Alternatives (YTD)
BGELX is at 25.68% YTD. There are 20 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 79.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 79.82% | — | Jun 1996 | BGELX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 79.56% | — | Jun 1996 | BGELX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 78.77% | — | Jun 1996 | BGELX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 57.68% | — | Nov 2021 | BGELX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 41.38% | — | Oct 2021 | BGELX vs GMAQX |
Lowest Volatility Alternatives to BGELX
BGELX has 23.02% 1-year volatility. There are 128 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.90% | — | Dec 2016 | BGELX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.04% | — | Oct 2011 | BGELX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | BGELX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | BGELX vs GQGIX | |
| The Cook & Bynum Fund | 11.73% | — | Jun 2009 | BGELX vs COBYX |
Lowest Drawdown Alternatives to BGELX
BGELX has a 1-year max drawdown of -14.91%. There are 153 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | BGELX vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | BGELX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | BGELX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | BGELX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | BGELX vs COBYX |
Other Mutual Funds from Baillie Gifford
The 7 most viewed Baillie Gifford mutual funds shown here include BSGLX, BGGSX, BGETX and span 5 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 | — | — | — | — | BGELX vs BSGLX | |
| Baillie Gifford U.S. Equity Growth Fund | Large Cap Growth Equities | 2 | -3.77% | — | Apr 2017 | BGELX vs BGGSX | |
| Baillie Gifford International Growth Fund | Foreign Large Cap Equities | 13 | 4.94% | — | Mar 2008 | BGELX vs BGETX | |
| Baillie Gifford International Concentrated Growth ... | Foreign Large Cap Equities | — | — | — | Dec 2017 | BGELX vs BTLSX | |
| Baillie Gifford Long Term Global Growth Fund | Global Equities | — | — | — | Jun 2014 | BGELX vs BGLTX | |
| Baillie Gifford International Alpha Fund | Foreign Large Cap Equities | 20 | 8.90% | — | Feb 2008 | BGELX vs BGITX | |
| Baillie Gifford China Equities Fund | China Equities, Asia Pacific Equities | 14 | -2.75% | — | Jul 2021 | BGELX vs BGCBX |
Often Compared With BGELX
Investors most often compare BGELX with EMEQ, DBLTX, HLFMX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare BGELX with Any Fund or Stock
Compare BGELX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BGELX with funds that move differently
Baillie Gifford Emerging Markets Equities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BGELX.
Explore BGELX Diversifiers