GMO Global Developed Equity Allocation Fund (GWOAX) Alternatives
GMO Global Developed Equity Allocation Fund (GWOAX) 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 GWOAX. 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 GWOAX
GWOAX charges 0.01% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among GWOAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | GWOAX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | GWOAX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | GWOAX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | GWOAX vs VMNVX | |
| Goldman Sachs Enhanced Dividend Global Equity Port... | 0.17% | Apr 29, 2008 | GWOAX vs GIDGX |
Best Risk-Adjusted Alternatives to GWOAX
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 | 98 | May 23, 1984 | GWOAX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 95 | May 30, 2007 | GWOAX vs CAEIX | |
| GMO Climate Change Fund | 95 | Apr 4, 2017 | GWOAX vs GCCHX | |
| Artisan Global Equity Fund | 94 | Mar 28, 2010 | GWOAX vs ARTHX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | Sep 25, 1996 | GWOAX vs FMIEX |
Top Performing GWOAX Alternatives (YTD)
GWOAX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 13.06% | Jun 9, 2019 | GWOAX vs RTXAX | |
| GMO Climate Change Fund | 10.71% | Apr 4, 2017 | GWOAX vs GCCHX | |
| Nuveen Global Infrastructure Fund Class A | 10.36% | Dec 17, 2007 | GWOAX vs FGIAX | |
| GQG Partners Global Quality Dividend Income Fund | 10.08% | Jun 29, 2021 | GWOAX vs GQFPX | |
| Cohen & Steers Global Infrastructure Fund Class A | 9.35% | Aug 28, 2017 | GWOAX vs CSUAX |
Lowest Volatility Alternatives to GWOAX
GWOAX 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 | 8.94% | Sep 4, 1990 | GWOAX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.06% | Dec 12, 2013 | GWOAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.09% | Dec 12, 2013 | GWOAX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.60% | Dec 4, 2013 | GWOAX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.73% | — | GWOAX vs GLIFX |
Lowest Drawdown Alternatives to GWOAX
GWOAX 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 | GWOAX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | GWOAX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | GWOAX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | GWOAX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | GWOAX vs FGIAX |
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 | GWOAX vs GQETX | |
| GMO International Equity Fund | Foreign Large Cap Equities | 93 | 5.23% | Mar 30, 1987 | GWOAX vs GMOIX | |
| GMO U.S. Treasury Fund | Government Bonds | 99 | 0.51% | Mar 16, 2009 | GWOAX vs GUSTX | |
| GMO Asset Allocation Bond Fund | Inflation-Protected Bonds | 6 | -0.91% | Mar 17, 2009 | GWOAX vs GABFX | |
| GMO Benchmark-Free Fund | Global Allocation | 97 | 5.76% | Jun 14, 2011 | GWOAX vs GBFFX | |
| GMO Resources Fund | Energy Equities | 95 | 30.03% | Dec 27, 2011 | GWOAX vs GOFIX | |
| GMO Emerging Country Debt Fund | Emerging Markets Bonds | 97 | 2.31% | Apr 18, 1994 | GWOAX vs GMCDX | |
| GMO High Yield Fund | High Yield Bonds | 87 | -0.70% | Jun 25, 2018 | GWOAX vs GHVIX | |
| GMO Alternative Allocation Fund | Multistrategy | 90 | 3.33% | May 1, 2019 | GWOAX vs GAAVX | |
| GMO International Developed Equity Allocation Fund | Foreign Large Cap Equities | 94 | 6.03% | Jun 4, 2006 | GWOAX vs GIOTX |
Often Compared With GWOAX
What investors most often compare with GWOAX, based on PortfoliosLab usage data.
Compare GWOAX with Any Fund or Stock
Compare GWOAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.