COAGX Alternatives & Similar Mutual Funds

Caldwell & Orkin - Gator Capital Long/Short Fund (COAGX) belongs to the Long-Short category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with COAGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to COAGX

COAGX charges 2.00% annually. There are 43 mutual funds in the Long-Short category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
PHSWX	Parvin Hedged Equity Solari World Fund	0.01%	—	Jan 2021	COAGX vs PHSWX
MNWIX	MFS Managed Wealth Fund	0.67%	—	Jun 2014	COAGX vs MNWIX
WTLS	WisdomTree Efficient Long/Short US Equity Fund	0.88%	12.26M	Jan 2026	COAGX vs WTLS
SPEDX	Alger Dynamic Opportunities Fund	0.91%	—	Nov 2009	COAGX vs SPEDX
BTPIX	Salient Tactical Plus Fund	1.08%	—	Dec 2012	COAGX vs BTPIX

Best Risk-Adjusted Alternatives to COAGX

Among 49 mutual funds in the Long-Short category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
BPLEX	Boston Partners Long/Short Equity Fund	96	—	Nov 1998	COAGX vs BPLEX
VMNFX	Vanguard Market Neutral Fund Investor Shares	95	561.90M	Nov 1998	COAGX vs VMNFX
VMNIX	Vanguard Market Neutral Fund Institutional Shares	95	—	Oct 1998	COAGX vs VMNIX
JAKVX	John Hancock Disciplined Value Global Long/Short F...	90	—	Apr 2014	COAGX vs JAKVX
JAKRX	John Hancock Disciplined Value Global Long/Short F...	90	—	Dec 2013	COAGX vs JAKRX

Top Performing COAGX Alternatives (YTD)

Among 52 mutual funds in the Long-Short category with YTD return data, the top-performing alternatives shown here go as high as 18.69%.

Symbol	Name	YTD Return	AUM	Inception
BPLEX	Boston Partners Long/Short Equity Fund	18.69%	—	Nov 1998	COAGX vs BPLEX
VMNFX	Vanguard Market Neutral Fund Investor Shares	15.68%	561.90M	Nov 1998	COAGX vs VMNFX
VMNIX	Vanguard Market Neutral Fund Institutional Shares	15.68%	—	Oct 1998	COAGX vs VMNIX
SAOAX	Guggenheim Alpha Opportunity Fund	14.95%	—	Jul 2003	COAGX vs SAOAX
LONGX	Longboard Alternative Growth Fund	13.48%	—	Mar 2015	COAGX vs LONGX

Lowest Volatility Alternatives to COAGX

Among 53 mutual funds in the Long-Short category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 5.29%.

Symbol	Name	Volatility 1Y	AUM	Inception
NLSIX	Neuberger Berman Long Short Fund	5.29%	—	Dec 2011	COAGX vs NLSIX
ASILX	AB Select US Long/Short Portfolio	5.53%	—	Dec 2012	COAGX vs ASILX
MNWIX	MFS Managed Wealth Fund	5.91%	—	Jun 2014	COAGX vs MNWIX
WRAIX	Wilmington Global Alpha Equities Fund	6.23%	—	Jan 2012	COAGX vs WRAIX
KCEIX	Knights of Columbus Long/Short Equity Fund	6.30%	—	Dec 2019	COAGX vs KCEIX

Lowest Drawdown Alternatives to COAGX

Among 49 mutual funds in the Long-Short category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -2.82%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
KCEIX	Knights of Columbus Long/Short Equity Fund	-2.82%	—	Dec 2019	COAGX vs KCEIX
GTAPX	Quantitative U.S. Long/Short Equity Portfolio	-3.01%	—	Sep 2006	COAGX vs GTAPX
ASILX	AB Select US Long/Short Portfolio	-3.61%	—	Dec 2012	COAGX vs ASILX
GARIX	Gotham Absolute Return Fund	-3.85%	—	Aug 2012	COAGX vs GARIX
LSEIX	Persimmon Long/Short Fund	-3.90%	—	Dec 2012	COAGX vs LSEIX

Often Compared With COAGX

Investors most often compare COAGX with UGL, AVALX, QLENX. These 20 comparison targets span 17 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
UGL	ProShares Ultra Gold	Leveraged Commodities	21	-17.58%	651.02M	Dec 2008	COAGX vs UGL
AVALX	Aegis Value Fund	Small Cap Value Equities	90	13.55%	—	May 1998	COAGX vs AVALX
QLENX	AQR Long-Short Equity Fund Class N	Long-Short, Actively Managed	51	-1.65%	—	Jul 2013	COAGX vs QLENX
SPMO	Invesco S&P 500 Momentum ETF	Momentum, S&P 500	68	29.42%	22.01B	Oct 2015	COAGX vs SPMO
TQQQ	ProShares UltraPro QQQ	Leveraged Equities	53	46.69%	37.04B	Feb 2010	COAGX vs TQQQ
QMNNX	AQR Equity Market Neutral Fund Class N	Equity Market Neutral	6	-7.87%	—	Oct 2014	COAGX vs QMNNX
CTA	Simplify Managed Futures Strategy ETF	Systematic Trend	9	-2.31%	1.51B	Mar 2022	COAGX vs CTA
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	11.30%	783.21B	Jan 1993	COAGX vs SPY
QLEIX	AQR Long-Short Equity Fund	Long-Short	54	-1.51%	—	Jul 2013	COAGX vs QLEIX
GDE	WisdomTree Efficient Gold Plus Equity Strategy Fun...	Gold, Precious Metals	40	2.09%	446.44M	Mar 2022	COAGX vs GDE
SNOIX	Easterly Snow Capital Long/Short Opportunity Fund	Long-Short	78	7.51%	—	Apr 2006	COAGX vs SNOIX
PWLIX	PIMCO RAE Worldwide Long/Short PLUS Fund	Long-Short	4	0.86%	—	Dec 2014	COAGX vs PWLIX
CRIHX	CRM Long/Short Opportunities Fund	Long-Short	29	10.17%	—	Aug 2016	COAGX vs CRIHX
BDMIX	BlackRock Global Equity Market Neutral Fund Class ...	Equity Market Neutral	96	11.25%	—	Dec 2012	COAGX vs BDMIX
LVHI	Franklin International Low Volatility High Dividen...	Volatility Hedged Equity, Dividend	95	14.47%	5.00B	Jul 2016	COAGX vs LVHI
BLOX	Nicholas Crypto Income ETF	Cryptocurrency	9	1.20%	298.00M	Jun 2025	COAGX vs BLOX
ICMUX	Intrepid Income Fund	Multisector Bonds	97	2.73%	—	Jul 2007	COAGX vs ICMUX
QAMNX	Federated Hermes MDT Market Neutral A	Long-Short	15	1.55%	—	Sep 2008	COAGX vs QAMNX
EMO	ClearBridge Energy Midstream Opportunity Fund	MLPs, Energy Equities	29	18.34%	—	Jun 2011	COAGX vs EMO
EKWAX	Allspring Precious Metals Fund	Precious Metals	25	-9.40%	—	Jan 1998	COAGX vs EKWAX

Compare COAGX with Any Fund or Stock

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

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Diversifiers

Pair COAGX with funds that move differently

Caldwell & Orkin - Gator Capital Long/Short Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to COAGX.

Explore COAGX Diversifiers

Caldwell & Orkin - Gator Capital Long/Short Fund (COAGX) Alternatives