Guinness Atkinson Global Innovators Fund (IWIRX) Alternatives
Guinness Atkinson Global Innovators Fund (IWIRX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IWIRX. 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 IWIRX
IWIRX charges 1.24% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among IWIRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | IWIRX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | IWIRX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | IWIRX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | IWIRX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | IWIRX vs VIGAX |
Best Risk-Adjusted Alternatives to IWIRX
Among mutual funds in the Large Cap Growth 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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | IWIRX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | IWIRX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | IWIRX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | IWIRX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | IWIRX vs VTMGX |
Top Performing IWIRX Alternatives (YTD)
IWIRX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | IWIRX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | IWIRX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | IWIRX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | IWIRX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | IWIRX vs AMRGX |
Lowest Volatility Alternatives to IWIRX
IWIRX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | IWIRX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | IWIRX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | IWIRX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | IWIRX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | IWIRX vs PROVX |
Lowest Drawdown Alternatives to IWIRX
IWIRX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | IWIRX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | IWIRX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | IWIRX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | IWIRX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | IWIRX vs BBLIX |
Other Mutual Funds from Guinness Atkinson
Most popular Guinness Atkinson mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Guinness Atkinson China And Hong Kong Fund | China Equities | 28 | -3.57% | Jun 29, 1994 | IWIRX vs ICHKX | |
| Guinness Atkinson Alternative Energy Fund | Global Equities | 68 | -3.94% | Mar 30, 2006 | IWIRX vs GAAEX | |
| Guinness Atkinson Asia Focus Fund | Asia Pacific Equities | 68 | -1.19% | Apr 28, 1996 | IWIRX vs IASMX | |
| Guinness Atkinson Global Energy Fund | Energy Equities | 91 | 38.71% | Jun 29, 2004 | IWIRX vs GAGEX |
Often Compared With IWIRX
What investors most often compare with IWIRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | IWIRX vs VOO | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | IWIRX vs SPY | |
| State Street Technology Select Sector SPDR ETF | Technology Equities | 69 | -7.57% | Dec 16, 1998 | IWIRX vs XLK | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 59 | -3.26% | — | IWIRX vs MINIX | |
| American Funds The New Economy Fund Class F-1 | Large Cap Growth Equities | 74 | -8.51% | Mar 15, 2001 | IWIRX vs ANFFX | |
| TIAA-CREF Large-Cap Growth Index Fund | Large Cap Growth Equities | 27 | -13.04% | Oct 1, 2002 | IWIRX vs TILIX | |
| ICON Equity Fund | Large Cap Growth Equities | 39 | -1.68% | Oct 17, 2002 | IWIRX vs IOLZX | |
| abrdn U.S. Sustainable Leaders Fund | Large Cap Growth Equities | 5 | -10.06% | Jun 30, 2000 | IWIRX vs GXXIX |
Compare IWIRX with Any Fund or Stock
Compare IWIRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.