Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BSGLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BSGLX
BSGLX charges 0.80% annually. There are 190 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | BSGLX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | BSGLX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BSGLX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | BSGLX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | BSGLX vs VIGAX |
Best Risk-Adjusted Alternatives to BSGLX
BSGLX has a PortfoliosLab risk / return rank of 2. There are 408 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | BSGLX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | BSGLX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | BSGLX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | BSGLX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | BSGLX vs FOCPX |
Top Performing BSGLX Alternatives (YTD)
BSGLX is at -11.43% YTD. There are 414 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | BSGLX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | BSGLX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | BSGLX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | BSGLX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | BSGLX vs POGRX |
Lowest Volatility Alternatives to BSGLX
BSGLX has 20.51% 1-year volatility. There are 366 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | BSGLX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | BSGLX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | BSGLX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | BSGLX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | BSGLX vs GQEPX |
Lowest Drawdown Alternatives to BSGLX
BSGLX has a 1-year max drawdown of -25.69%. There are 404 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | BSGLX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BSGLX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BSGLX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | BSGLX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | BSGLX vs DNVYX |
Other Mutual Funds from Baillie Gifford Funds
The 7 most viewed Baillie Gifford Funds mutual funds shown here include BGGSX, BGETX, BGLTX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baillie Gifford U.S. Equity Growth Fund | Large Cap Growth Equities | 2 | -8.99% | — | Apr 2017 | BSGLX vs BGGSX | |
| Baillie Gifford International Growth Fund | Foreign Large Cap Equities | 7 | 3.51% | — | Mar 2008 | BSGLX vs BGETX | |
| Baillie Gifford Long Term Global Growth Fund | Global Equities | 2 | -11.38% | — | Jun 2014 | BSGLX vs BGLTX | |
| Baillie Gifford International Concentrated Growth ... | Foreign Large Cap Equities | 1 | -7.50% | — | Dec 2017 | BSGLX vs BTLSX | |
| Baillie Gifford International Alpha Fund | Foreign Large Cap Equities | 14 | 9.71% | — | Feb 2008 | BSGLX vs BGITX | |
| Baillie Gifford China Equities Fund | China Equities | 14 | -2.61% | — | Jul 2021 | BSGLX vs BGCBX | |
| Baillie Gifford Emerging Markets Equities Fund | Emerging Markets Diversified | 73 | 15.73% | — | Apr 2003 | BSGLX vs BGELX |
Often Compared With BSGLX
Investors most often compare BSGLX with AIEQ, FBGX, MSFT. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare BSGLX with Any Fund or Stock
Compare BSGLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BSGLX with funds that move differently
Baillie Gifford Long Term Global Growth Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BSGLX.
Explore BSGLX Diversifiers