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 a closer substitute for your current allocation.
Cheapest Alternatives to BGVIX
BGVIX charges 1.00% annually. There are 138 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 | BGVIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | BGVIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | BGVIX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | BGVIX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | BGVIX vs UCEQX |
Best Risk-Adjusted Alternatives to BGVIX
BGVIX has a PortfoliosLab risk / return rank of 77. There are 46 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | BGVIX vs LVAFX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | BGVIX vs LVAGX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | BGVIX vs FMIEX | |
| Polaris Global Value Fund | 97 | — | May 1998 | BGVIX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | BGVIX vs EPSYX |
Top Performing BGVIX Alternatives (YTD)
BGVIX is at 7.45% YTD. There are 178 mutual funds in the Global Equities category with higher YTD returns, going as high as 25.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 25.53% | — | Jan 2017 | BGVIX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | BGVIX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | BGVIX vs PGTIX | |
| LSV Global Value Fund | 24.72% | — | Jun 2014 | BGVIX vs LVAGX | |
| Polaris Global Value Fund | 22.80% | — | May 1998 | BGVIX vs PGVFX |
Lowest Volatility Alternatives to BGVIX
BGVIX has 12.18% 1-year volatility. There are 46 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.90% | — | Dec 2015 | BGVIX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | BGVIX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | BGVIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | BGVIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | BGVIX vs SVTAX |
Lowest Drawdown Alternatives to BGVIX
BGVIX has a 1-year max drawdown of -9.03%. There are 53 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | BGVIX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | BGVIX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | BGVIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | BGVIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | BGVIX vs SGMAX |
Other Mutual Funds from Brandes
The 7 most viewed Brandes mutual funds shown here include BISAX, BSCMX, BIIEX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brandes International Small Cap Equity Fund | Foreign Small & Mid Cap Equities | 25 | 7.04% | — | Jan 2012 | BGVIX vs BISAX | |
| Brandes Small Cap Value Fund | Small Cap Value Equities | 93 | 23.52% | — | Jan 2018 | BGVIX vs BSCMX | |
| Brandes International Equity Fund | Foreign Large Cap Equities | 80 | 13.86% | — | Jan 1997 | BGVIX vs BIIEX | |
| Brandes Emerging Markets Fund | Emerging Markets Equities | 90 | 22.30% | — | Jan 2011 | BGVIX vs BEMIX | |
| Brandes International Small Cap Equity Fund Class ... | Foreign Small & Mid Cap Equities | 26 | 7.15% | — | Feb 2012 | BGVIX vs BISMX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 15 | -0.77% | — | Dec 2007 | BGVIX vs BCPIX | |
| Brandes International Small Cap Equity Fund Class ... | Foreign Small & Mid Cap Equities | 23 | 6.70% | — | Jan 2013 | BGVIX vs BINCX |
Often Compared With BGVIX
Investors most often compare BGVIX with GLIFX, SPY, CAEIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare BGVIX with Any Fund or Stock
Compare BGVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BGVIX with funds that move differently
Brandes Global Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BGVIX.
Explore BGVIX Diversifiers