Baillie Gifford Emerging Markets Equities Fund (BGELX) belongs to the Emerging Markets Diversified 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 30 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | BGELX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | BGELX vs FERGX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | BGELX vs SSKEX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | BGELX vs FCEEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | BGELX vs EMPTX |
Best Risk-Adjusted Alternatives to BGELX
BGELX has a PortfoliosLab risk / return rank of 79. There are 41 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 94 | — | Jun 1996 | BGELX vs DEMIX | |
| Lazard Emerging Markets Equity Portfolio | 93 | — | Jul 1994 | BGELX vs LZEMX | |
| Franklin Templeton SMACS: Series EM | 93 | — | Nov 2021 | BGELX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 91 | — | Oct 2021 | BGELX vs GMAQX | |
| Dodge & Cox Emerging Markets Stock Fund | 91 | — | May 2021 | BGELX vs DODEX |
Top Performing BGELX Alternatives (YTD)
BGELX is at 15.73% YTD. There are 122 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 88.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 88.77% | — | Jun 1996 | BGELX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 63.44% | — | Nov 2021 | BGELX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 46.75% | — | Jan 2018 | BGELX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 43.19% | — | Oct 2021 | BGELX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 37.03% | — | Jan 1994 | BGELX vs GTDDX |
Lowest Volatility Alternatives to BGELX
BGELX has 18.93% 1-year volatility. There are 51 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 10.56% | — | Oct 2011 | BGELX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.42% | — | Dec 2016 | BGELX vs GQGPX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.71% | — | Dec 2013 | BGELX vs VIESX | |
| The Cook & Bynum Fund | 11.77% | — | Jun 2009 | BGELX vs COBYX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.18% | — | Nov 2013 | BGELX vs EFEIX |
Lowest Drawdown Alternatives to BGELX
BGELX has a 1-year max drawdown of -14.91%. There are 150 mutual funds in the Emerging Markets Diversified 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 | |
| Wasatch Emerging Markets Small Cap Fund | -8.76% | — | Sep 2007 | BGELX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | BGELX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | BGELX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | BGELX vs GQGPX |
Other Mutual Funds from Baillie Gifford Funds
The 7 most viewed Baillie Gifford Funds 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 | 3 | -2.13% | — | Apr 2017 | BGELX vs BGGSX | |
| Baillie Gifford International Growth Fund | Foreign Large Cap Equities | 6 | 4.01% | — | Mar 2008 | BGELX vs BGETX | |
| Baillie Gifford Long Term Global Growth Fund | Global Equities | — | — | — | Jun 2014 | BGELX vs BGLTX | |
| Baillie Gifford International Concentrated Growth ... | Foreign Large Cap Equities | — | — | — | Dec 2017 | BGELX vs BTLSX | |
| Baillie Gifford International Alpha Fund | Foreign Large Cap Equities | 11 | 7.65% | — | Feb 2008 | BGELX vs BGITX | |
| Baillie Gifford China Equities Fund | China Equities, Asia Pacific Equities | 11 | -4.35% | — | Jul 2021 | BGELX vs BGCBX |
Often Compared With BGELX
Investors most often compare BGELX with EMEQ, EAEMX, HLFMX. These 19 comparison targets span 10 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