Causeway Global Value Fund (CGVIX) 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 CGVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CGVIX
CGVIX charges 0.85% annually. There are 81 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 | CGVIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | CGVIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | CGVIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | CGVIX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | CGVIX vs VTWAX |
Best Risk-Adjusted Alternatives to CGVIX
CGVIX has a PortfoliosLab risk / return rank of 36. There are 129 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | CGVIX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 94 | — | Dec 2005 | CGVIX vs EPSYX | |
| Polaris Global Value Fund | 93 | — | May 1998 | CGVIX vs PGVFX | |
| John Hancock Global Shareholder Yield Fund | 93 | — | Feb 2007 | CGVIX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | — | Sep 1996 | CGVIX vs FMIEX |
Top Performing CGVIX Alternatives (YTD)
CGVIX is at 5.60% YTD. There are 201 mutual funds in the Global Equities category with higher YTD returns, going as high as 32.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 32.57% | — | Nov 2016 | CGVIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.89% | — | Jan 1987 | CGVIX vs OBEGX | |
| LSV Global Value Fund | 23.56% | — | Jun 2014 | CGVIX vs LVAGX | |
| Ariel Global Fund | 22.71% | — | Dec 2011 | CGVIX vs AGLOX | |
| Polaris Global Value Fund | 21.67% | — | May 1998 | CGVIX vs PGVFX |
Lowest Volatility Alternatives to CGVIX
CGVIX has 16.31% 1-year volatility. There are 180 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.02% | 2.00B | Dec 2013 | CGVIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | CGVIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | CGVIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | CGVIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.56% | — | Jan 2016 | CGVIX vs SGMAX |
Lowest Drawdown Alternatives to CGVIX
CGVIX has a 1-year max drawdown of -15.00%. There are 217 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 | CGVIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | CGVIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | CGVIX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | CGVIX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | CGVIX vs CSUAX |
Other Mutual Funds from Causeway
The 6 most viewed Causeway mutual funds shown here include CIVVX, CIVIX, CVISX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Causeway International Value Fund | Foreign Large Cap Equities | 34 | 7.99% | — | Oct 2001 | CGVIX vs CIVVX | |
| Causeway International Value Instl | Foreign Large Cap Equities | 35 | 8.09% | — | Oct 2001 | CGVIX vs CIVIX | |
| Causeway International Small Cap Fund | Foreign Small & Mid Cap Equities | 51 | 14.06% | — | Oct 2014 | CGVIX vs CVISX | |
| Causeway Emerging Markets Fund | Emerging Markets Diversified | 70 | 26.16% | — | Mar 2007 | CGVIX vs CEMIX | |
| Causeway International Opps Fd | Foreign Large Cap Equities | 44 | 12.16% | — | Dec 2009 | CGVIX vs CIOVX | |
| Causeway Emerging Markets Investor | Emerging Markets Diversified | 68 | 25.94% | — | Mar 2007 | CGVIX vs CEMVX |
Often Compared With CGVIX
Investors most often compare CGVIX with GRNJ, DXIV, SPY. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare CGVIX with Any Fund or Stock
Compare CGVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CGVIX with funds that move differently
Causeway Global Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CGVIX.
Explore CGVIX Diversifiers