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 a closer substitute for your current allocation.
Cheapest Alternatives to DGFAX
DGFAX charges 0.96% annually. There are 121 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | DGFAX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | DGFAX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | DGFAX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | DGFAX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | DGFAX vs UCEQX |
Best Risk-Adjusted Alternatives to DGFAX
DGFAX has a PortfoliosLab risk / return rank of 23. There are 172 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | DGFAX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | DGFAX vs EPSYX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | DGFAX vs FMIEX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | DGFAX vs JGYIX | |
| LSV Global Managed Volatility Fund | 92 | — | Jun 2014 | DGFAX vs LVAFX |
Top Performing DGFAX Alternatives (YTD)
DGFAX is at 0.27% YTD. There are 231 mutual funds in the Global Equities category with higher YTD returns, going as high as 29.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 29.92% | — | Nov 2016 | DGFAX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.47% | — | Jan 1987 | DGFAX vs OBEGX | |
| LSV Global Value Fund | 22.92% | — | Jun 2014 | DGFAX vs LVAGX | |
| Ariel Global Fund | 21.83% | — | Dec 2011 | DGFAX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 20.51% | — | — | DGFAX vs YFSNX |
Lowest Volatility Alternatives to DGFAX
DGFAX has 14.64% 1-year volatility. There are 144 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | DGFAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | DGFAX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | DGFAX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | DGFAX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.57% | — | Jan 2016 | DGFAX vs SGMAX |
Lowest Drawdown Alternatives to DGFAX
DGFAX has a 1-year max drawdown of -12.72%. There are 183 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 | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | DGFAX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | DGFAX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | DGFAX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | DGFAX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | DGFAX vs CSUAX |
Other Mutual Funds from Davis Funds
The 6 most viewed Davis Funds mutual funds shown here include NYVTX, RPFCX, RFBAX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Davis New York Venture Fund | Large Cap Blend Equities | 82 | 12.13% | — | Feb 1969 | DGFAX vs NYVTX | |
| Davis Appreciation & Income Fund | Diversified Portfolio | 91 | 12.16% | — | Apr 1992 | DGFAX vs RPFCX | |
| Davis Government Bond Fund | Government Bonds | 80 | 0.94% | — | Nov 1994 | DGFAX vs RFBAX | |
| Davis International Fund | Foreign Large Cap Equities | 13 | 0.24% | — | Dec 2006 | DGFAX vs DILAX | |
| Davis Opportunity Fund | Large Cap Blend Equities | 64 | 11.91% | — | Dec 1994 | DGFAX vs RPEAX | |
| Davis Real Estate Fund | REIT | 10 | 13.38% | — | Jan 1994 | DGFAX vs RPFRX |
Often Compared With DGFAX
Investors most often compare DGFAX with FIUIX, SDLAX, SPYI.DE. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare DGFAX with Any Fund or Stock
Compare DGFAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DGFAX with funds that move differently
Davis Global Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DGFAX.
Explore DGFAX Diversifiers