Caldwell & Orkin - Gator Capital Long/Short Fund (COAGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to COAGX
COAGX charges 2.00% annually. Among mutual funds in the Long-Short category, these options have the lowest expense ratios among COAGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Parvin Hedged Equity Solari World Fund | 0.01% | Jan 27, 2021 | COAGX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | Jun 26, 2014 | COAGX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | Jan 20, 2026 | COAGX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | Nov 1, 2009 | COAGX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | Dec 30, 2012 | COAGX vs BTPIX |
Best Risk-Adjusted Alternatives to COAGX
Among mutual funds in the Long-Short 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 | |
|---|---|---|---|---|
| BlackRock Global Long/Short Equity Fund Class I | 96 | Dec 20, 2012 | COAGX vs BDMIX | |
| AQR Long-Short Equity Fund | 94 | Jul 15, 2013 | COAGX vs QLEIX | |
| AQR Long-Short Equity N | 94 | Jul 16, 2013 | COAGX vs QLENX | |
| Boston Partners Long/Short Equity Fund | 94 | Nov 16, 1998 | COAGX vs BPLEX | |
| Vanguard Market Neutral Fund Investor Shares | 91 | Nov 11, 1998 | COAGX vs VMNFX |
Top Performing COAGX Alternatives (YTD)
COAGX alternatives from the Long-Short category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Guggenheim Alpha Opportunity Fund | 10.98% | Jul 6, 2003 | COAGX vs SAOAX | |
| PIMCO RAE Worldwide Long/Short PLUS Fund | 9.37% | Dec 3, 2014 | COAGX vs PWLIX | |
| Parvin Hedged Equity Solari World Fund | 6.81% | Jan 27, 2021 | COAGX vs PHSWX | |
| Easterly Snow Capital Long/Short Opportunity Fund | 6.23% | Apr 27, 2006 | COAGX vs SNOIX | |
| John Hancock Disciplined Value Global Long/Short F... | 5.90% | Apr 11, 2014 | COAGX vs JAKVX |
Lowest Volatility Alternatives to COAGX
COAGX alternatives from the Long-Short category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Managed Wealth Fund | 5.84% | Jun 26, 2014 | COAGX vs MNWIX | |
| Federated Hermes MDT Market Neutral A | 6.38% | Sep 30, 2008 | COAGX vs QAMNX | |
| Neuberger Berman Long Short Fund | 6.46% | Dec 28, 2011 | COAGX vs NLSIX | |
| Knights of Columbus Long/Short Equity Fund | 6.51% | Dec 1, 2019 | COAGX vs KCEIX | |
| AB Select US Long/Short Portfolio | 6.63% | Dec 11, 2012 | COAGX vs ASILX |
Lowest Drawdown Alternatives to COAGX
COAGX alternatives from the Long-Short category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Knights of Columbus Long/Short Equity Fund | -3.50% | Dec 1, 2019 | COAGX vs KCEIX | |
| BlackRock Global Long/Short Equity Fund Class I | -3.60% | Dec 20, 2012 | COAGX vs BDMIX | |
| AB Select US Long/Short Portfolio | -3.62% | Dec 11, 2012 | COAGX vs ASILX | |
| Quantitative U.S. Long/Short Equity Portfolio | -4.15% | Sep 28, 2006 | COAGX vs GTAPX | |
| Federated Hermes MDT Market Neutral A | -4.16% | Sep 30, 2008 | COAGX vs QAMNX |
Often Compared With COAGX
What investors most often compare with COAGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco S&P 500 Momentum ETF | S&P 500 | 58 | -3.57% | Oct 9, 2015 | COAGX vs SPMO | |
| AQR Equity Market Neutral Fund N | Equity Market Neutral | 76 | -2.62% | Oct 7, 2014 | COAGX vs QMNNX | |
| Aegis Value Fund | Small Cap Value Equities | 98 | 15.95% | May 15, 1998 | COAGX vs AVALX | |
| ProShares Ultra Gold | Leveraged Commodities | 74 | 9.85% | Dec 1, 2008 | COAGX vs UGL | |
| ProShares UltraPro QQQ | Leveraged Equities, Leveraged | 41 | -17.68% | Feb 9, 2010 | COAGX vs TQQQ | |
| State Street SPDR S&P 500 ETF | S&P 500 | 53 | -3.56% | Jan 22, 1993 | COAGX vs SPY | |
| Simplify Managed Futures Strategy ETF | Systematic Trend | 22 | 14.32% | Mar 7, 2022 | COAGX vs CTA | |
| WisdomTree Efficient Gold Plus Equity Strategy Fun... | Gold | 83 | 2.45% | Mar 15, 2022 | COAGX vs GDE | |
| Vanguard Market Neutral Fund Institutional Shares | Long-Short | 91 | 5.62% | Oct 19, 1998 | COAGX vs VMNIX | |
| Nicholas Crypto Income ETF | Cryptocurrency | — | -19.64% | Jun 16, 2025 | COAGX vs BLOX |
Compare COAGX with Any Fund or Stock
Compare COAGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.