Brandes Global Equity Fund (BGVIX) Alternatives
Brandes Global Equity Fund (BGVIX) 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 BGVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to BGVIX
BGVIX charges 1.00% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among BGVIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | BGVIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | BGVIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | BGVIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | BGVIX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | BGVIX vs VMNVX |
Best Risk-Adjusted Alternatives to BGVIX
Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | BGVIX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | BGVIX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | BGVIX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | BGVIX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | BGVIX vs GLIFX |
Top Performing BGVIX Alternatives (YTD)
BGVIX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | BGVIX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | BGVIX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | BGVIX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | BGVIX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | BGVIX vs GQRIX |
Lowest Volatility Alternatives to BGVIX
BGVIX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | BGVIX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | BGVIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | BGVIX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | BGVIX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | BGVIX vs GLIFX |
Lowest Drawdown Alternatives to BGVIX
BGVIX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | BGVIX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | BGVIX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | BGVIX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | BGVIX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | BGVIX vs FGIAX |
Other Mutual Funds from Brandes
Most popular Brandes mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Brandes International Small Cap Equity Fund | Foreign Small & Mid Cap Equities | 87 | -3.38% | Jan 30, 2012 | BGVIX vs BISAX | |
| Brandes International Equity Fund | Foreign Large Cap Equities | 83 | 0.11% | Jan 1, 1997 | BGVIX vs BIIEX | |
| Brandes Small Cap Value Fund | Small Cap Value Equities | 90 | 6.39% | Jan 2, 2018 | BGVIX vs BSCMX | |
| Brandes Emerging Markets Fund | Emerging Markets Diversified | 96 | 2.96% | Jan 30, 2011 | BGVIX vs BEMIX | |
| Brandes International Small Cap Equity Fund Class ... | Foreign Small & Mid Cap Equities | 87 | -3.35% | Feb 1, 2012 | BGVIX vs BISMX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 53 | -0.55% | Dec 28, 2007 | BGVIX vs BCPIX | |
| Brandes International Small Cap Equity Fund Class ... | Foreign Small & Mid Cap Equities | 85 | -3.51% | Jan 31, 2013 | BGVIX vs BINCX |
Often Compared With BGVIX
What investors most often compare with BGVIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | BGVIX vs SPY | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | BGVIX vs FMIEX | |
| JPMorgan Global Allocation Fund A | Global Equities | 30 | -5.28% | May 31, 2011 | BGVIX vs GAOAX |
Compare BGVIX with Any Fund or Stock
Compare BGVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.