Baillie Gifford Long Term Global Growth Fund (BGLTX) 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 BGLTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BGLTX
BGLTX charges 0.73% annually. There are 49 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 | BGLTX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | BGLTX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | BGLTX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | BGLTX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | BGLTX vs VTWAX |
Best Risk-Adjusted Alternatives to BGLTX
BGLTX has a PortfoliosLab risk / return rank of 2. There are 238 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | BGLTX vs LVAGX | |
| Polaris Global Value Fund | 91 | — | May 1998 | BGLTX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 90 | — | Dec 2005 | BGLTX vs EPSYX | |
| PGIM Jennison Global Equity Income Fund | 88 | — | Dec 1997 | BGLTX vs AGOCX | |
| John Hancock Global Shareholder Yield Fund | 88 | — | Feb 2007 | BGLTX vs JGYIX |
Top Performing BGLTX Alternatives (YTD)
BGLTX is at -11.38% YTD. There are 247 mutual funds in the Global Equities category with higher YTD returns, going as high as 34.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 34.82% | — | Nov 2016 | BGLTX vs PGTIX | |
| Oberweis Global Opportunities Fund | 27.07% | — | Jan 1987 | BGLTX vs OBEGX | |
| Ariel Global Fund | 24.60% | — | Dec 2011 | BGLTX vs AGLOX | |
| LSV Global Value Fund | 21.70% | — | Jun 2014 | BGLTX vs LVAGX | |
| Fidelity Advisor Worldwide Fund Class Z | 20.42% | — | Oct 2018 | BGLTX vs FIQOX |
Lowest Volatility Alternatives to BGLTX
BGLTX has 20.48% 1-year volatility. There are 231 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | BGLTX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | BGLTX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | BGLTX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | BGLTX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.68% | — | Jan 2016 | BGLTX vs SGMAX |
Lowest Drawdown Alternatives to BGLTX
BGLTX has a 1-year max drawdown of -25.64%. There are 242 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | BGLTX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | BGLTX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | BGLTX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | BGLTX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | BGLTX vs SVTAX |
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 | 2 | -11.43% | — | — | BGLTX vs BSGLX | |
| Baillie Gifford U.S. Equity Growth Fund | Large Cap Growth Equities | 2 | -9.23% | — | Apr 2017 | BGLTX vs BGGSX | |
| Baillie Gifford International Growth Fund | Foreign Large Cap Equities | 5 | 0.57% | — | Mar 2008 | BGLTX vs BGETX | |
| Baillie Gifford International Concentrated Growth ... | Foreign Large Cap Equities | 1 | -7.50% | — | Dec 2017 | BGLTX vs BTLSX | |
| Baillie Gifford International Alpha Fund | Foreign Large Cap Equities | 10 | 6.33% | — | Feb 2008 | BGLTX vs BGITX | |
| Baillie Gifford China Equities Fund | China Equities | 11 | -4.93% | — | Jul 2021 | BGLTX vs BGCBX | |
| Baillie Gifford Emerging Markets Equities Fund | Emerging Markets Diversified | 76 | 15.73% | — | Apr 2003 | BGLTX vs BGELX |
Often Compared With BGLTX
Investors most often compare BGLTX with MOAT, SPY, IVV. These 19 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare BGLTX with Any Fund or Stock
Compare BGLTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BGLTX with funds that move differently
Baillie Gifford Long Term Global Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BGLTX.
Explore BGLTX Diversifiers