GMO U.S. Equity Fund (GMUEX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GMUEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GMUEX
GMUEX charges 0.47% annually. There are 42 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | GMUEX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | GMUEX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | GMUEX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | GMUEX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | GMUEX vs VVIAX |
Best Risk-Adjusted Alternatives to GMUEX
GMUEX has a PortfoliosLab risk / return rank of 88. There are 63 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | GMUEX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | GMUEX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | GMUEX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | GMUEX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | GMUEX vs AVLVX |
Top Performing GMUEX Alternatives (YTD)
GMUEX is at 15.53% YTD. There are 77 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.54% | — | Jun 2015 | GMUEX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.27% | — | Nov 1935 | GMUEX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.08% | — | Jun 2022 | GMUEX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.32% | — | Jun 2005 | GMUEX vs PXTIX | |
| AMG Yacktman Focused Fund | 22.18% | — | May 1997 | GMUEX vs YAFFX |
Lowest Volatility Alternatives to GMUEX
GMUEX has 14.27% 1-year volatility. There are 304 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | GMUEX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | GMUEX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | GMUEX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | GMUEX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | GMUEX vs TWEIX |
Lowest Drawdown Alternatives to GMUEX
GMUEX has a 1-year max drawdown of -9.19%. There are 269 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | GMUEX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | GMUEX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | GMUEX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | GMUEX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | GMUEX vs SVAIX |
Other Mutual Funds from GMO
The 10 most viewed GMO mutual funds shown here include GQETX, GMOIX, GMGEX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GMO Quality Fund | Large Cap Blend Equities | 37 | 6.16% | — | Feb 2004 | GMUEX vs GQETX | |
| GMO International Equity Fund | Foreign Large Cap Equities | 85 | 18.75% | — | Mar 1987 | GMUEX vs GMOIX | |
| GMO Global Equity Allocation Fund | Global Equities | 90 | 18.25% | — | Nov 1996 | GMUEX vs GMGEX | |
| GMO Emerging Country Debt Fund Class VI | Emerging Markets Bonds | 98 | 8.95% | — | Apr 1994 | GMUEX vs GMOQX | |
| GMO U.S. Treasury Fund | Government Bonds | 99 | 1.59% | — | Mar 2009 | GMUEX vs GUSTX | |
| GMO International Developed Equity Allocation Fund | Foreign Large Cap Equities | 88 | 18.46% | — | Jun 2006 | GMUEX vs GIOTX | |
| GMO Multi-Sector Fixed Income Fund | Intermediate Core-Plus Bond | 89 | 0.96% | — | Apr 1997 | GMUEX vs GUGAX | |
| GMO Tax-Managed International Equities Fund | Foreign Large Cap Equities | 94 | 15.74% | — | Jul 1998 | GMUEX vs GTMIX | |
| GMO Benchmark-Free Fund | Global Allocation | 96 | 10.83% | — | Jun 2011 | GMUEX vs GBFFX | |
| GMO Asset Allocation Bond Fund | Inflation-Protected Bonds | 3 | -5.56% | — | Mar 2009 | GMUEX vs GABFX |
Often Compared With GMUEX
Investors most often compare GMUEX with FXAIX, SPGP, GOFIX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare GMUEX with Any Fund or Stock
Compare GMUEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GMUEX with funds that move differently
GMO U.S. Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GMUEX.
Explore GMUEX Diversifiers