Davis Global Fund (DGFAX) Alternatives
Davis Global Fund (DGFAX) 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 DGFAX. 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 DGFAX
DGFAX charges 0.96% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among DGFAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | DGFAX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | DGFAX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | DGFAX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | DGFAX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | DGFAX vs VMNVX |
Best Risk-Adjusted Alternatives to DGFAX
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 | DGFAX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | DGFAX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | DGFAX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | DGFAX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | DGFAX vs GLIFX |
Top Performing DGFAX Alternatives (YTD)
DGFAX 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 | DGFAX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | DGFAX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | DGFAX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | DGFAX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | DGFAX vs GQRIX |
Lowest Volatility Alternatives to DGFAX
DGFAX 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 | DGFAX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | DGFAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | DGFAX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | DGFAX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | DGFAX vs GLIFX |
Lowest Drawdown Alternatives to DGFAX
DGFAX 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 | DGFAX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | DGFAX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | DGFAX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | DGFAX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | DGFAX vs FGIAX |
Other Mutual Funds from Davis Funds
Most popular Davis Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Davis New York Venture Fund | Large Cap Blend Equities | 71 | -2.35% | Feb 17, 1969 | DGFAX vs NYVTX | |
| Davis Appreciation & Income Fund | Diversified Portfolio | 75 | -1.07% | Apr 30, 1992 | DGFAX vs RPFCX | |
| Davis International Fund | Foreign Large Cap Equities | 22 | -9.13% | Dec 29, 2006 | DGFAX vs DILAX | |
| Davis Opportunity Fund | Large Cap Blend Equities | 52 | -3.24% | Dec 1, 1994 | DGFAX vs RPEAX | |
| Davis Real Estate Fund | REIT | 1 | -3.04% | Jan 3, 1994 | DGFAX vs RPFRX | |
| Davis Government Bond Fund | Government Bonds | 94 | 0.32% | Nov 30, 1994 | DGFAX vs RFBAX |
Often Compared With DGFAX
What investors most often compare with DGFAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| SPDR MSCI ACWI IMI UCITS ETF | Global Equities | 46 | -2.12% | May 13, 2011 | DGFAX vs SPYI.DE | |
| Fidelity Telecom and Utilities Fund | Utilities Equities | 18 | 7.85% | Nov 27, 1987 | DGFAX vs FIUIX | |
| SEI Institutional Investments Trust Dynamic Asset ... | Large Cap Blend Equities | 40 | -8.11% | Jul 30, 2010 | DGFAX vs SDLAX |
Compare DGFAX with Any Fund or Stock
Compare DGFAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.