Sit Global Dividend Growth Fund (GDGIX) 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 GDGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GDGIX
GDGIX charges 1.00% annually. There are 138 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 | GDGIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | GDGIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | GDGIX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | GDGIX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | GDGIX vs UCEQX |
Best Risk-Adjusted Alternatives to GDGIX
GDGIX has a PortfoliosLab risk / return rank of 62. There are 86 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | GDGIX vs LVAFX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | GDGIX vs LVAGX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | GDGIX vs FMIEX | |
| Polaris Global Value Fund | 97 | — | May 1998 | GDGIX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | GDGIX vs EPSYX |
Top Performing GDGIX Alternatives (YTD)
GDGIX is at 10.58% YTD. There are 121 mutual funds in the Global Equities category with higher YTD returns, going as high as 25.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 25.53% | — | Jan 2017 | GDGIX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | GDGIX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | GDGIX vs PGTIX | |
| LSV Global Value Fund | 24.72% | — | Jun 2014 | GDGIX vs LVAGX | |
| Polaris Global Value Fund | 22.80% | — | May 1998 | GDGIX vs PGVFX |
Lowest Volatility Alternatives to GDGIX
GDGIX has 12.38% 1-year volatility. There are 49 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.90% | — | Dec 2015 | GDGIX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | GDGIX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | GDGIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | GDGIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | GDGIX vs SVTAX |
Lowest Drawdown Alternatives to GDGIX
GDGIX has a 1-year max drawdown of -8.12%. There are 26 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | GDGIX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | GDGIX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | GDGIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | GDGIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | GDGIX vs SGMAX |
Other Mutual Funds from Sit
The 10 most viewed Sit mutual funds shown here include SDVGX, SSCDX, SDMGX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SIT Dividend Growth Fund | Large Cap Blend Equities | 71 | 9.28% | — | Dec 2003 | GDGIX vs SDVGX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 67 | 17.71% | — | Mar 2015 | GDGIX vs SSCDX | |
| SIT Developing Markets Growth Fund | Emerging Markets Equities | 65 | 19.68% | — | Jun 1994 | GDGIX vs SDMGX | |
| SIT Large Cap Growth Fund | Large Cap Growth Equities | 29 | 6.88% | — | Sep 1982 | GDGIX vs SNIGX | |
| SIT Small Cap Growth Fund | Mid Cap Growth Equities | 45 | 17.03% | — | Jul 1994 | GDGIX vs SSMGX | |
| SIT U.S. Government Securities Fund | Government Bonds | 23 | -0.22% | — | Jun 1987 | GDGIX vs SNGVX | |
| SIT Balanced Fund | Diversified Portfolio | 31 | 4.14% | — | Dec 1993 | GDGIX vs SIBAX | |
| Sit Quality Income Fund | Ultrashort Bond | 40 | 0.08% | — | Dec 2012 | GDGIX vs SQIFX | |
| SIT Mid Cap Growth Fund | Mid Cap Growth Equities | 28 | 11.44% | — | Sep 1982 | GDGIX vs NBNGX | |
| SIT International Growth Fund | Foreign Large Cap Equities | 35 | 9.81% | — | Oct 1991 | GDGIX vs SNGRX |
Often Compared With GDGIX
Investors most often compare GDGIX with FDVV, IESGX, ARTHX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare GDGIX with Any Fund or Stock
Compare GDGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GDGIX with funds that move differently
Sit Global Dividend Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GDGIX.
Explore GDGIX Diversifiers