The Gabelli Global Rising Income and Dividend Fund (GAGCX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GAGCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GAGCX
GAGCX charges 0.90% annually. There are 16 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | GAGCX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | GAGCX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | GAGCX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | GAGCX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | GAGCX vs GPIFX |
Best Risk-Adjusted Alternatives to GAGCX
GAGCX has a PortfoliosLab risk / return rank of 33. There are 60 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 93 | — | Oct 2009 | GAGCX vs ASTIX | |
| PIMCO All Asset Fund | 92 | — | Nov 2002 | GAGCX vs PAAIX | |
| Hussman Strategic Total Return Fund | 92 | — | Sep 2002 | GAGCX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 92 | — | Apr 2012 | GAGCX vs SIOAX | |
| PIMCO All Asset Fund Class A | 92 | — | Apr 2008 | GAGCX vs PASAX |
Top Performing GAGCX Alternatives (YTD)
GAGCX is at 6.93% YTD. There are 41 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 46.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 46.77% | — | Sep 2019 | GAGCX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 35.21% | — | Dec 2016 | GAGCX vs MOJOX | |
| Teberg Fund | 23.97% | — | Mar 2002 | GAGCX vs TEBRX | |
| Potomac Defensive Bull Fund | 21.12% | — | Jun 2020 | GAGCX vs CRDBX | |
| Quantified STF Fund | 18.96% | — | Nov 2015 | GAGCX vs QSTFX |
Lowest Volatility Alternatives to GAGCX
GAGCX has 11.12% 1-year volatility. There are 49 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.51% | — | Aug 2012 | GAGCX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.74% | — | Apr 2012 | GAGCX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.82% | — | Jul 2014 | GAGCX vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.61% | — | Sep 2002 | GAGCX vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.69% | — | Aug 2004 | GAGCX vs SFHYX |
Lowest Drawdown Alternatives to GAGCX
GAGCX has a 1-year max drawdown of -9.47%. There are 62 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | GAGCX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | GAGCX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | GAGCX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.48% | — | Sep 2002 | GAGCX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | GAGCX vs ASTIX |
Other Mutual Funds from Gabelli
The 10 most viewed Gabelli mutual funds shown here include GOLDX, GABEX, GABSX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Gabelli Gold Fund | Gold, Precious Metals | 17 | -16.59% | — | Jul 1994 | GAGCX vs GOLDX | |
| Gabelli Equity Income Fund | Large Cap Blend Equities | 7 | 11.11% | — | Jan 1992 | GAGCX vs GABEX | |
| Gabelli Small Cap Growth Fund | Small Cap Blend Equities | 34 | 14.32% | — | Oct 1991 | GAGCX vs GABSX | |
| Gabelli Utilities Fund | Utilities Equities | 40 | 10.64% | — | Aug 1999 | GAGCX vs GABUX | |
| Gabelli Asset Fund | Large Cap Blend Equities | 40 | 9.80% | — | Mar 1986 | GAGCX vs GABAX | |
| Gabelli Growth Fund | Large Cap Growth Equities | 9 | 3.58% | — | Apr 1987 | GAGCX vs GABGX | |
| Gabelli Global Content & Connectivity Fund | Communications Equities | 65 | 13.92% | — | Oct 1993 | GAGCX vs GABTX | |
| Gabelli Dividend Growth Fund | Large Cap Value Equities | 47 | 9.46% | — | Aug 1999 | GAGCX vs GABBX | |
| Gabelli Focused Growth and Income Fund | Mid Cap Blend Equities | 19 | 6.16% | — | Dec 2002 | GAGCX vs GWSAX | |
| Gabelli Global Growth Fund | Global Equities | 11 | 4.03% | — | Feb 1994 | GAGCX vs GICPX |
Often Compared With GAGCX
Investors most often compare GAGCX with VOO, ABRZX, ABRYX. These 13 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare GAGCX with Any Fund or Stock
Compare GAGCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GAGCX with funds that move differently
The Gabelli Global Rising Income and Dividend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GAGCX.
Explore GAGCX Diversifiers