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 a closer substitute for your current allocation.
Cheapest Alternatives to IWIRX
IWIRX charges 1.24% annually. There are 355 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | IWIRX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | IWIRX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | IWIRX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | IWIRX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | IWIRX vs VIGAX |
Best Risk-Adjusted Alternatives to IWIRX
IWIRX has a PortfoliosLab risk / return rank of 22. There are 175 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | IWIRX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | IWIRX vs ONERX | |
| Chase Growth Fund | 88 | — | Dec 1997 | IWIRX vs CHASX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | IWIRX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | IWIRX vs FOCKX |
Top Performing IWIRX Alternatives (YTD)
IWIRX is at 6.74% YTD. There are 228 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | IWIRX vs ONERX | |
| ICON Equity Fund | 28.11% | — | Oct 2002 | IWIRX vs IOLZX | |
| Chase Growth Fund | 26.96% | — | Dec 1997 | IWIRX vs CHASX | |
| Chase Growth Fund Institutional Class | 26.92% | — | Jan 2007 | IWIRX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 26.17% | — | May 2008 | IWIRX vs FOCKX |
Lowest Volatility Alternatives to IWIRX
IWIRX has 16.57% 1-year volatility. There are 171 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | IWIRX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | IWIRX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.13% | — | Dec 2015 | IWIRX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | IWIRX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | IWIRX vs GQEPX |
Lowest Drawdown Alternatives to IWIRX
IWIRX has a 1-year max drawdown of -12.03%. There are 98 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | IWIRX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | IWIRX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | IWIRX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | IWIRX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | IWIRX vs DNVYX |
Other Mutual Funds from Guinness Atkinson
The 4 most viewed Guinness Atkinson mutual funds shown here include ICHKX, GAAEX, GAGEX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Guinness Atkinson China And Hong Kong Fund | China Equities, Asia Pacific Equities | 6 | -5.84% | — | Jun 1994 | IWIRX vs ICHKX | |
| Guinness Atkinson Alternative Energy Fund | Global Equities | 21 | 10.24% | — | Mar 2006 | IWIRX vs GAAEX | |
| Guinness Atkinson Global Energy Fund | Energy Equities | 68 | 29.25% | — | Jun 2004 | IWIRX vs GAGEX | |
| Guinness Atkinson Asia Focus Fund | Asia Pacific Equities | 41 | 14.29% | — | Apr 1996 | IWIRX vs IASMX |
Often Compared With IWIRX
Investors most often compare IWIRX with VOO, SPY, XLK. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare IWIRX with Any Fund or Stock
Compare IWIRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IWIRX with funds that move differently
Guinness Atkinson Global Innovators Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IWIRX.
Explore IWIRX Diversifiers