Kopernik Global All-Cap Fund Class A (KGGAX) belongs to the Foreign Small & Mid Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with KGGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to KGGAX
KGGAX charges 1.26% annually. There are 63 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | KGGAX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | KGGAX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | KGGAX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 14.30B | Feb 2019 | KGGAX vs VFSAX | |
| Avantis International Small Cap Value Fund | 0.36% | — | Dec 2019 | KGGAX vs AVDVX |
Best Risk-Adjusted Alternatives to KGGAX
KGGAX has a PortfoliosLab risk / return rank of 41. There are 19 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 94 | — | Sep 2021 | KGGAX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 93 | — | Aug 2023 | KGGAX vs HRIIX | |
| Avantis International Small Cap Value Fund Class G | 81 | — | Jan 2021 | KGGAX vs AVANX | |
| Virtus International Small-Cap Fund | 78 | — | Dec 1997 | KGGAX vs ALOIX | |
| Avantis International Small Cap Value Fund | 75 | — | Dec 2019 | KGGAX vs AVDVX |
Top Performing KGGAX Alternatives (YTD)
KGGAX is at 2.17% YTD. There are 81 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 42.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 42.08% | — | Sep 2021 | KGGAX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 42.03% | — | Aug 2023 | KGGAX vs HRIIX | |
| Calamos International Small Cap Growth Fund | 28.34% | — | Mar 2022 | KGGAX vs CSGIX | |
| Lazard International Small Cap Equity Portfolio | 27.38% | — | Nov 1993 | KGGAX vs LZISX | |
| Artisan International Explorer Fund | 20.86% | — | May 2022 | KGGAX vs ARHBX |
Lowest Volatility Alternatives to KGGAX
KGGAX has 15.41% 1-year volatility. There are 62 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.18% | — | Jun 2014 | KGGAX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.14% | — | Jun 2012 | KGGAX vs MIDLX | |
| MFS International New Discovery Fund | 12.16% | — | Oct 1997 | KGGAX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.42% | — | Mar 2007 | KGGAX vs HLMSX | |
| Brandes International Small Cap Equity Fund | 12.57% | — | Jan 2012 | KGGAX vs BISAX |
Lowest Drawdown Alternatives to KGGAX
KGGAX has a 1-year max drawdown of -11.57%. There are 36 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | KGGAX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | KGGAX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | KGGAX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | KGGAX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | KGGAX vs WISIX |
Other Mutual Funds from Kopernik
The 2 most viewed Kopernik mutual funds shown here include KGGIX, KGIIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Kopernik Global All-Cap Fund | Foreign Small & Mid Cap Equities | 42 | 2.26% | — | Oct 2013 | KGGAX vs KGGIX | |
| Kopernik International Fund | Foreign Large Cap Equities | 45 | 3.08% | — | Jun 2015 | KGGAX vs KGIIX |
Often Compared With KGGAX
Investors most often compare KGGAX with SPY, VDIGX, BINCX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare KGGAX with Any Fund or Stock
Compare KGGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair KGGAX with funds that move differently
Kopernik Global All-Cap Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KGGAX.
Explore KGGAX Diversifiers