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 | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | GMUEX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | GMUEX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | GMUEX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | GMUEX vs VVIAX |
Best Risk-Adjusted Alternatives to GMUEX
GMUEX has a PortfoliosLab risk / return rank of 91. There are 21 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 | |
| Al Frank Fund | 96 | — | May 2006 | GMUEX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | GMUEX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | GMUEX vs SABTX |
Top Performing GMUEX Alternatives (YTD)
GMUEX is at 16.91% YTD. There are 16 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | GMUEX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | GMUEX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | GMUEX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | GMUEX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | GMUEX vs PXTIX |
Lowest Volatility Alternatives to GMUEX
GMUEX has 13.59% 1-year volatility. There are 303 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | GMUEX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | GMUEX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | GMUEX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | GMUEX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | GMUEX vs FLCCX |
Lowest Drawdown Alternatives to GMUEX
GMUEX has a 1-year max drawdown of -9.19%. There are 271 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | GMUEX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | GMUEX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | GMUEX vs HFCVX | |
| 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, GUSTX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GMO Quality Fund | Large Cap Blend Equities | 35 | 5.77% | — | Feb 2004 | GMUEX vs GQETX | |
| GMO International Equity Fund | Foreign Large Cap Equities | 76 | 19.96% | — | Mar 1987 | GMUEX vs GMOIX | |
| GMO U.S. Treasury Fund | Government Bonds | 99 | 1.46% | — | Mar 2009 | GMUEX vs GUSTX | |
| GMO Emerging Country Debt Fund Class VI | Emerging Markets Bonds | 98 | 8.73% | — | Apr 1994 | GMUEX vs GMOQX | |
| GMO Global Equity Allocation Fund | Global Equities | 91 | 19.85% | — | Nov 1996 | GMUEX vs GMGEX | |
| GMO International Developed Equity Allocation Fund | Foreign Large Cap Equities | 81 | 18.85% | — | Jun 2006 | GMUEX vs GIOTX | |
| GMO Asset Allocation Bond Fund | Inflation-Protected Bonds | 4 | -4.23% | — | Mar 2009 | GMUEX vs GABFX | |
| GMO Benchmark-Free Fund | Global Allocation | 96 | 12.11% | — | Jun 2011 | GMUEX vs GBFFX | |
| GMO Global Asset Allocation Fund | Global Allocation | 91 | 12.73% | — | Oct 1996 | GMUEX vs GMWAX | |
| GMO Multi-Sector Fixed Income Fund | Intermediate Core-Plus Bond | 74 | 0.96% | — | Apr 1997 | GMUEX vs GUGAX |
Often Compared With GMUEX
Investors most often compare GMUEX with FXAIX, SPGP, GOFIX. These 20 comparison targets span 8 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