Guinness Atkinson Alternative Energy Fund (GAAEX) 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 GAAEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GAAEX
GAAEX charges 1.98% annually. There are 240 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 | GAAEX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | GAAEX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | GAAEX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 90.20B | Feb 2019 | GAAEX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | GAAEX vs UCEQX |
Best Risk-Adjusted Alternatives to GAAEX
GAAEX has a PortfoliosLab risk / return rank of 54. There are 82 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | GAAEX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 93 | 3.90B | May 1984 | GAAEX vs VGPMX | |
| GMO Climate Change Fund | 91 | — | Apr 2017 | GAAEX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 91 | — | Dec 2005 | GAAEX vs EPSYX | |
| T. Rowe Price Global Technology Fund I Class | 91 | — | Nov 2016 | GAAEX vs PGTIX |
Top Performing GAAEX Alternatives (YTD)
GAAEX is at 19.37% YTD. There are 20 mutual funds in the Global Equities category with higher YTD returns, going as high as 43.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 43.00% | — | Nov 2016 | GAAEX vs PGTIX | |
| GMO Climate Change Fund | 27.68% | — | Apr 2017 | GAAEX vs GCCHX | |
| Oberweis Global Opportunities Fund | 27.35% | — | Jan 1987 | GAAEX vs OBEGX | |
| Ariel Global Fund | 24.96% | — | Dec 2011 | GAAEX vs AGLOX | |
| LSV Global Value Fund | 24.37% | — | Jun 2014 | GAAEX vs LVAGX |
Lowest Volatility Alternatives to GAAEX
GAAEX has 19.45% 1-year volatility. There are 232 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.82%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.82% | 2.00B | Dec 2013 | GAAEX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.84% | 2.00B | Dec 2013 | GAAEX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | GAAEX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.39% | — | Sep 1990 | GAAEX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.63% | — | Jan 2016 | GAAEX vs SGMAX |
Lowest Drawdown Alternatives to GAAEX
GAAEX has a 1-year max drawdown of -14.57%. There are 214 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 | GAAEX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | GAAEX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | GAAEX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | GAAEX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | GAAEX vs LVAFX |
Other Mutual Funds from Guinness Atkinson
The 4 most viewed Guinness Atkinson mutual funds shown here include IWIRX, ICHKX, GAGEX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Guinness Atkinson Global Innovators Fund | Large Cap Growth Equities | 20 | 4.64% | — | Dec 1998 | GAAEX vs IWIRX | |
| Guinness Atkinson China And Hong Kong Fund | China Equities | 16 | -1.17% | — | Jun 1994 | GAAEX vs ICHKX | |
| Guinness Atkinson Global Energy Fund | Energy Equities | 87 | 35.44% | — | Jun 2004 | GAAEX vs GAGEX | |
| Guinness Atkinson Asia Focus Fund | Asia Pacific Equities | 69 | 18.07% | — | Apr 1996 | GAAEX vs IASMX |
Often Compared With GAAEX
Investors most often compare GAAEX with FXAIX, FGIAX, PREIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare GAAEX with Any Fund or Stock
Compare GAAEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GAAEX with funds that move differently
Guinness Atkinson Alternative Energy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GAAEX.
Explore GAAEX Diversifiers