GMO U.S. Equity Fund (GMUEX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to GMUEX
GMUEX charges 0.47% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among GMUEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | GMUEX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | GMUEX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | GMUEX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | GMUEX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | GMUEX vs TILVX |
Best Risk-Adjusted Alternatives to GMUEX
Among mutual funds in the Large Cap Value 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 International High Dividend Yield Index F... | 94 | Mar 2, 2016 | GMUEX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | GMUEX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | GMUEX vs TOWFX | |
| Al Frank Fund | 87 | May 1, 2006 | GMUEX vs VALAX | |
| Neiman Large Cap Value Fund | 87 | Apr 1, 2003 | GMUEX vs NEIMX |
Top Performing GMUEX Alternatives (YTD)
GMUEX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 19.97% | Jan 1, 1984 | GMUEX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | GMUEX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | GMUEX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | GMUEX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | GMUEX vs SVAIX |
Lowest Volatility Alternatives to GMUEX
GMUEX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.71% | Feb 1, 2021 | GMUEX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.54% | Dec 1, 1973 | GMUEX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | GMUEX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | GMUEX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | GMUEX vs ACIIX |
Lowest Drawdown Alternatives to GMUEX
GMUEX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | GMUEX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | GMUEX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | GMUEX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | GMUEX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | GMUEX vs RIDAX |
Other Mutual Funds from GMO
Most popular GMO mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| GMO Quality Fund | Large Cap Blend Equities | 33 | -7.00% | Feb 6, 2004 | GMUEX vs GQETX | |
| GMO International Equity Fund | Foreign Large Cap Equities | 93 | 5.23% | Mar 30, 1987 | GMUEX vs GMOIX | |
| GMO U.S. Treasury Fund | Government Bonds | 99 | 0.51% | Mar 16, 2009 | GMUEX vs GUSTX | |
| GMO Asset Allocation Bond Fund | Inflation-Protected Bonds | 6 | -0.91% | Mar 17, 2009 | GMUEX vs GABFX | |
| GMO Benchmark-Free Fund | Global Allocation | 97 | 5.76% | Jun 14, 2011 | GMUEX vs GBFFX | |
| GMO Resources Fund | Energy Equities | 95 | 30.03% | Dec 27, 2011 | GMUEX vs GOFIX | |
| GMO Emerging Country Debt Fund | Emerging Markets Bonds | 97 | 2.31% | Apr 18, 1994 | GMUEX vs GMCDX | |
| GMO High Yield Fund | High Yield Bonds | 87 | -0.70% | Jun 25, 2018 | GMUEX vs GHVIX | |
| GMO Alternative Allocation Fund | Multistrategy | 90 | 3.33% | May 1, 2019 | GMUEX vs GAAVX | |
| GMO Global Equity Allocation Fund | Global Equities | 90 | 3.72% | Nov 25, 1996 | GMUEX vs GMGEX |
Often Compared With GMUEX
What investors most often compare with GMUEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco S&P 500 GARP ETF | S&P 500 | 25 | -4.85% | Jun 16, 2011 | GMUEX vs SPGP | |
| Fidelity 500 Index Fund | S&P 500 | 60 | -4.34% | Feb 17, 1988 | GMUEX vs FXAIX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 73 | 9.21% | Nov 1, 1996 | GMUEX vs HFCVX | |
| 1789 Growth and Income Fund | Large Cap Value Equities | 24 | -0.58% | Jan 21, 2011 | GMUEX vs PSECX |
Compare GMUEX with Any Fund or Stock
Compare GMUEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.