Sit Global Dividend Growth Fund (GDGIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to GDGIX
GDGIX charges 1.00% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among GDGIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | GDGIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | GDGIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | GDGIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | GDGIX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | GDGIX vs VMNVX |
Best Risk-Adjusted Alternatives to GDGIX
Among mutual funds in the Global Equities 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 | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | GDGIX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | GDGIX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | GDGIX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | GDGIX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | GDGIX vs GLIFX |
Top Performing GDGIX Alternatives (YTD)
GDGIX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | GDGIX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | GDGIX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | GDGIX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | GDGIX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | GDGIX vs GQRIX |
Lowest Volatility Alternatives to GDGIX
GDGIX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | GDGIX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | GDGIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | GDGIX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | GDGIX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | GDGIX vs GLIFX |
Lowest Drawdown Alternatives to GDGIX
GDGIX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | GDGIX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | GDGIX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | GDGIX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | GDGIX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | GDGIX vs FGIAX |
Other Mutual Funds from Sit
Most popular Sit mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| SIT Dividend Growth Fund | Large Cap Blend Equities | 54 | -5.14% | Dec 31, 2003 | GDGIX vs SDVGX | |
| SIT Balanced Fund | Diversified Portfolio | 42 | -7.32% | Dec 30, 1993 | GDGIX vs SIBAX | |
| SIT Small Cap Growth Fund | Mid Cap Growth Equities | 60 | 1.24% | Jul 1, 1994 | GDGIX vs SSMGX | |
| SIT Large Cap Growth Fund | Large Cap Growth Equities | 26 | -11.47% | Sep 2, 1982 | GDGIX vs SNIGX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 69 | 3.52% | Mar 31, 2015 | GDGIX vs SSCDX | |
| Sit Quality Income Fund | Ultrashort Bond | 91 | 0.05% | Dec 31, 2012 | GDGIX vs SQIFX | |
| SIT U.S. Government Securities Fund | Government Bonds | 67 | -0.04% | Jun 1, 1987 | GDGIX vs SNGVX | |
| SIT Mid Cap Growth Fund | Mid Cap Growth Equities | 30 | -6.31% | Sep 2, 1982 | GDGIX vs NBNGX | |
| Sit ESG Growth Fund | Global Equities | 40 | -8.07% | Jun 30, 2016 | GDGIX vs IESGX | |
| SIT Developing Markets Growth Fund | Emerging Markets Diversified | 86 | -3.39% | Jun 30, 1994 | GDGIX vs SDMGX |
Often Compared With GDGIX
What investors most often compare with GDGIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity High Dividend ETF | Large Cap Blend Equities, Dividend | 60 | -1.78% | Sep 12, 2016 | GDGIX vs FDVV | |
| JPMorgan Global Allocation Fund A | Global Equities | 30 | -5.28% | May 31, 2011 | GDGIX vs GAOAX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | GDGIX vs FMIEX |
Compare GDGIX with Any Fund or Stock
Compare GDGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.