The Gabelli Global Rising Income and Dividend Fund (GAGCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to GAGCX
GAGCX charges 0.90% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among GAGCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | GAGCX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | GAGCX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | GAGCX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | GAGCX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | GAGCX vs GPIFX |
Best Risk-Adjusted Alternatives to GAGCX
Among mutual funds in the Tactical Allocation 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 | |
|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 97 | Sep 11, 2002 | GAGCX vs HSTRX | |
| Conquer Risk Defensive Bull Fund | 95 | Jun 30, 2020 | GAGCX vs CRDBX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | GAGCX vs HFSAX | |
| Donoghue Forlines Momentum Fund | 93 | Dec 22, 2016 | GAGCX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 92 | Jun 1, 2009 | GAGCX vs ABRYX |
Top Performing GAGCX Alternatives (YTD)
GAGCX alternatives from the Tactical Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Quantified Evolution Plus Fund | 40.30% | Sep 29, 2019 | GAGCX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 16.74% | Feb 1, 2019 | GAGCX vs PDX | |
| Donoghue Forlines Momentum Fund | 15.26% | Dec 22, 2016 | GAGCX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 12.72% | Jun 1, 2009 | GAGCX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 12.62% | Jun 2, 2009 | GAGCX vs ABRZX |
Lowest Volatility Alternatives to GAGCX
GAGCX alternatives from the Tactical Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.76% | Aug 30, 2012 | GAGCX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.35% | Apr 8, 2012 | GAGCX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.40% | Jul 30, 2014 | GAGCX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.40% | Aug 31, 2004 | GAGCX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | GAGCX vs HFSAX |
Lowest Drawdown Alternatives to GAGCX
GAGCX alternatives from the Tactical Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Goldman Sachs TacticalTiltOverlayFund | -2.66% | Jul 30, 2014 | GAGCX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | GAGCX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | GAGCX vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | GAGCX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | GAGCX vs HFSAX |
Other Mutual Funds from Gabelli
Most popular Gabelli mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Gabelli Gold Fund | Precious Metals | 94 | 5.89% | Jul 10, 1994 | GAGCX vs GOLDX | |
| Gabelli Equity Income Fund | Large Cap Blend Equities | 7 | 0.13% | Jan 2, 1992 | GAGCX vs GABEX | |
| Gabelli Asset Fund | Large Cap Blend Equities | 56 | 1.27% | Mar 3, 1986 | GAGCX vs GABAX | |
| Gabelli Small Cap Growth Fund | Small Cap Blend Equities | 41 | 2.01% | Oct 22, 1991 | GAGCX vs GABSX | |
| Gabelli Growth Fund | Large Cap Growth Equities | 31 | -9.99% | Apr 10, 1987 | GAGCX vs GABGX | |
| Gabelli Dividend Growth Fund | Large Cap Value Equities | 64 | 2.10% | Aug 26, 1999 | GAGCX vs GABBX | |
| Gabelli Utilities Fund | Utilities Equities | 71 | 8.26% | Aug 30, 1999 | GAGCX vs GABUX | |
| Gabelli Global Content & Connectivity Fund | Communications Equities | 72 | -1.29% | Oct 31, 1993 | GAGCX vs GABTX | |
| Gabelli Focused Growth and Income Fund | Mid Cap Blend Equities | 11 | 5.40% | Dec 31, 2002 | GAGCX vs GWSAX | |
| Gabelli Global Growth Fund | Global Equities | 21 | -7.56% | Feb 6, 1994 | GAGCX vs GICPX |
Often Compared With GAGCX
What investors most often compare with GAGCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 60 | -3.66% | Sep 7, 2010 | GAGCX vs VOO |
Compare GAGCX with Any Fund or Stock
Compare GAGCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.