GQG Partners Global Quality Dividend Income Fund (GQFPX) 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 GQFPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GQFPX
GQFPX charges 0.86% annually. There are 87 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 Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | GQFPX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | GQFPX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | GQFPX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | GQFPX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | GQFPX vs VTWAX |
Best Risk-Adjusted Alternatives to GQFPX
GQFPX has a PortfoliosLab risk / return rank of 39. There are 120 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | GQFPX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | GQFPX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | GQFPX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | GQFPX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | GQFPX vs PGVFX |
Top Performing GQFPX Alternatives (YTD)
GQFPX is at 8.38% YTD. There are 157 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | GQFPX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | GQFPX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | GQFPX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | GQFPX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | GQFPX vs YFSNX |
Lowest Volatility Alternatives to GQFPX
GQFPX has 10.16% 1-year volatility. There are 15 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | GQFPX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | GQFPX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | GQFPX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | GQFPX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | GQFPX vs SGMAX |
Lowest Drawdown Alternatives to GQFPX
GQFPX has a 1-year max drawdown of -6.28%. There are 8 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | GQFPX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | GQFPX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | GQFPX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | GQFPX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | GQFPX vs CSUAX |
Other Mutual Funds from GQG Partners Inc
The 6 most viewed GQG Partners Inc mutual funds shown here include GQEPX, GQGPX, GQEIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | Large Cap Growth Equities | 7 | 5.84% | — | Sep 2018 | GQFPX vs GQEPX | |
| GQG Partners Emerging Markets Equity Fund | Emerging Markets Diversified | 19 | 5.54% | — | Dec 2016 | GQFPX vs GQGPX | |
| GQG Partners US Select Quality Equity Fund | Large Cap Blend Equities | 8 | 5.98% | — | Sep 2018 | GQFPX vs GQEIX | |
| GQG Partners Global Quality Equity Fund Institutio... | Global Equities | 12 | 6.72% | — | Mar 2019 | GQFPX vs GQRIX | |
| GQG Partners International Quality Dividend Income... | Foreign Large Cap Equities | 28 | 5.77% | — | Jun 2021 | GQFPX vs GQJPX | |
| GQG Partners US Quality Dividend Income Fund | Large Cap Value Equities | 27 | 10.20% | — | Jun 2021 | GQFPX vs GQHPX |
Often Compared With GQFPX
Investors most often compare GQFPX with NALFX, GIDGX, GQRPX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare GQFPX with Any Fund or Stock
Compare GQFPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GQFPX with funds that move differently
GQG Partners Global Quality Dividend Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GQFPX.
Explore GQFPX Diversifiers