Causeway Global Value Fund (CGVIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CGVIX
CGVIX charges 0.85% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among CGVIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | CGVIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | CGVIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | CGVIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | CGVIX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | CGVIX vs VMNVX |
Best Risk-Adjusted Alternatives to CGVIX
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 | CGVIX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | CGVIX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | CGVIX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | CGVIX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | CGVIX vs GLIFX |
Top Performing CGVIX Alternatives (YTD)
CGVIX 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 | CGVIX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | CGVIX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | CGVIX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | CGVIX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | CGVIX vs GQRIX |
Lowest Volatility Alternatives to CGVIX
CGVIX 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 | CGVIX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | CGVIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | CGVIX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | CGVIX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | CGVIX vs GLIFX |
Lowest Drawdown Alternatives to CGVIX
CGVIX 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 | CGVIX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | CGVIX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | CGVIX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | CGVIX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | CGVIX vs FGIAX |
Other Mutual Funds from Causeway
Most popular Causeway mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Causeway International Value Fund | Foreign Large Cap Equities | 37 | -7.05% | Oct 25, 2001 | CGVIX vs CIVVX | |
| Causeway International Small Cap Fund | Foreign Small & Mid Cap Equities | 92 | 4.10% | Oct 19, 2014 | CGVIX vs CVISX | |
| Causeway Emerging Markets Fund | Emerging Markets Diversified | 89 | 1.94% | Mar 28, 2007 | CGVIX vs CEMIX | |
| Causeway International Value Instl | Foreign Large Cap Equities | 37 | -7.02% | Oct 26, 2001 | CGVIX vs CIVIX | |
| Causeway International Opps Fd | Foreign Large Cap Equities | 58 | -4.40% | Dec 30, 2009 | CGVIX vs CIOVX | |
| Causeway Emerging Markets Investor | Emerging Markets Diversified | 88 | 1.84% | Mar 30, 2007 | CGVIX vs CEMVX |
Often Compared With CGVIX
What investors most often compare with CGVIX, 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.