CGVIX Alternatives & Similar Mutual Funds

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
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	CGVIX vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	CGVIX vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	CGVIX vs SSGLX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	95.30B	Feb 2019	CGVIX vs VTWAX
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	CGVIX vs UCEQX

Best Risk-Adjusted Alternatives to CGVIX

CGVIX has a PortfoliosLab risk / return rank of 39. There are 134 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	95	—	Jun 2014	CGVIX vs LVAGX
PGVFX	Polaris Global Value Fund	93	—	May 1998	CGVIX vs PGVFX
EPSYX	MainStay Epoch Global Equity Yield Fund	92	—	Dec 2005	CGVIX vs EPSYX
GMGEX	GMO Global Equity Allocation Fund	91	—	Nov 1996	CGVIX vs GMGEX
JGYIX	John Hancock Global Shareholder Yield Fund	91	—	Feb 2007	CGVIX vs JGYIX

Top Performing CGVIX Alternatives (YTD)

CGVIX is at 5.46% YTD. There are 183 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.

Symbol	Name	YTD Return	AUM	Inception
PGTIX	T. Rowe Price Global Technology Fund I Class	42.58%	—	Nov 2016	CGVIX vs PGTIX
OBEGX	Oberweis Global Opportunities Fund	31.52%	—	Jan 1987	CGVIX vs OBEGX
AGLOX	Ariel Global Fund	26.71%	—	Dec 2011	CGVIX vs AGLOX
PRGSX	T. Rowe Price Global Stock Fund	24.54%	—	Dec 1995	CGVIX vs PRGSX
FIQOX	Fidelity Advisor Worldwide Fund Class Z	24.23%	—	Oct 2018	CGVIX vs FIQOX

Lowest Volatility Alternatives to CGVIX

CGVIX has 16.24% 1-year volatility. There are 183 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	7.03%	2.00B	Dec 2013	CGVIX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.05%	2.00B	Dec 2013	CGVIX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.20%	—	Jul 2006	CGVIX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.57%	—	Sep 1990	CGVIX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.69%	—	Jan 2016	CGVIX vs SGMAX

Lowest Drawdown Alternatives to CGVIX

CGVIX has a 1-year max drawdown of -15.00%. There are 218 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
RTXAX	Russell Investment Tax-Managed Real Assets Fund	-5.21%	—	Jun 2019	CGVIX vs RTXAX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	CGVIX vs LVAFX
SGMAX	SEI Institutional Investments Trust Global Managed...	-5.88%	—	Jan 2016	CGVIX vs SGMAX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-5.99%	—	Aug 2017	CGVIX vs CSUAX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	-5.99%	—	Jul 2006	CGVIX vs SVTAX

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
CIVVX	Causeway International Value Fund	Foreign Large Cap Equities	31	7.39%	—	Oct 2001	CGVIX vs CIVVX
CIVIX	Causeway International Value Instl	Foreign Large Cap Equities	32	7.49%	—	Oct 2001	CGVIX vs CIVIX
CVISX	Causeway International Small Cap Fund	Foreign Small & Mid Cap Equities	53	13.54%	—	Oct 2014	CGVIX vs CVISX
CEMIX	Causeway Emerging Markets Fund	Emerging Markets Diversified	90	37.09%	—	Mar 2007	CGVIX vs CEMIX
CIOVX	Causeway International Opps Fd	Foreign Large Cap Equities	54	14.75%	—	Dec 2009	CGVIX vs CIOVX
CEMVX	Causeway Emerging Markets Investor	Emerging Markets Diversified	89	36.83%	—	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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GRNJ	Fundstrat Granny Shots US Small- & Mid-Cap ETF	Mid Cap Blend Equities	—	22.19%	460.75M	Nov 2025	CGVIX vs GRNJ
DXIV	Dimensional International Vector Equity ETF	Foreign Small & Mid Cap Equities	57	7.60%	164.90M	Sep 2024	CGVIX vs DXIV
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	CGVIX vs SPY
ARTHX	Artisan Global Equity Fund	Global Equities	47	11.61%	—	Mar 2010	CGVIX vs ARTHX
POGRX	PrimeCap Odyssey Growth Fund	Large Cap Growth Equities	94	31.65%	—	Nov 2004	CGVIX vs POGRX
XAR	SPDR S&P Aerospace & Defense ETF	Aerospace & Defense, Industrials Equities	40	14.20%	7.23B	Sep 2011	CGVIX vs XAR
VEIPX	Vanguard Equity Income Fund Investor Shares	Large Cap Value Equities	59	8.13%	66.40B	Mar 1988	CGVIX vs VEIPX
MVGIX	MFS Low Volatility Global Equity Fund	Global Equities	20	2.20%	—	Dec 2013	CGVIX vs MVGIX
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastru...	Alternative Energy Equities	65	23.40%	11.60B	Nov 2009	CGVIX vs GRID
GIDGX	Goldman Sachs Enhanced Dividend Global Equity Port...	Global Equities	84	11.86%	—	Apr 2008	CGVIX vs GIDGX
LVHI	Franklin International Low Volatility High Dividen...	Volatility Hedged Equity, Dividend	93	12.42%	4.99B	Jul 2016	CGVIX vs LVHI
FSUTX	Fidelity Select Utilities Portfolio	Utilities Equities	18	6.75%	—	Dec 1981	CGVIX vs FSUTX
GCCHX	GMO Climate Change Fund	Global Equities	88	20.11%	—	Apr 2017	CGVIX vs GCCHX
TAVFX	Third Avenue Value Fund	Global Equities	75	10.91%	—	Oct 1990	CGVIX vs TAVFX
CHAT	Roundhill Generative AI & Technology ETF	Technology Equities	89	63.45%	2.01B	May 2023	CGVIX vs CHAT
FGIAX	Nuveen Global Infrastructure Fund Class A	Global Equities	48	11.69%	—	Dec 2007	CGVIX vs FGIAX
DOXFX	Dodge & Cox International Stock X	Foreign Large Cap Equities	72	13.97%	—	Jan 2001	CGVIX vs DOXFX
CAEIX	Calvert Global Energy Solutions Fund	Global Equities	82	18.53%	—	May 2007	CGVIX vs CAEIX
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	90	14.50%	3.90B	May 1984	CGVIX vs VGPMX
FMIEX	Wasatch Global Value Fund Investor Class Shares	Global Equities	86	11.36%	—	Sep 1996	CGVIX vs FMIEX

Compare CGVIX with Any Fund or Stock

Compare CGVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Causeway Global Value Fund (CGVIX) Alternatives