Kopernik Global All-Cap Fund (KGGIX) Alternatives
Kopernik Global All-Cap Fund (KGGIX) 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 KGGIX. 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 KGGIX
KGGIX charges 1.01% annually. Among mutual funds in the Foreign Small & Mid Cap Equities category, these options have the lowest expense ratios among KGGIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | Dec 3, 2009 | KGGIX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | Jun 25, 2021 | KGGIX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | Apr 2, 2009 | KGGIX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | Feb 7, 2019 | KGGIX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | Aug 13, 2008 | KGGIX vs DFVQX |
Best Risk-Adjusted Alternatives to KGGIX
Among mutual funds in the Foreign Small & Mid Cap 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 | |
|---|---|---|---|---|
| Kopernik Global All-Cap Fund Class A | 97 | Nov 1, 2013 | KGGIX vs KGGAX | |
| Hood River International Opportunity Fund | 97 | Sep 27, 2021 | KGGIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 97 | Aug 11, 2023 | KGGIX vs HRIIX | |
| Avantis International Small Cap Value Fund | 94 | Dec 3, 2019 | KGGIX vs AVDVX | |
| Virtus International Small-Cap Fund | 94 | Dec 30, 1997 | KGGIX vs ALOIX |
Top Performing KGGIX Alternatives (YTD)
KGGIX alternatives from the Foreign Small & Mid Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 7.56% | Jun 29, 2014 | KGGIX vs YASLX | |
| Hood River International Opportunity Fund | 6.18% | Sep 27, 2021 | KGGIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 6.14% | Aug 11, 2023 | KGGIX vs HRIIX | |
| Kopernik Global All-Cap Fund Class A | 4.60% | Nov 1, 2013 | KGGIX vs KGGAX | |
| Causeway International Small Cap Fund | 4.10% | Oct 19, 2014 | KGGIX vs CVISX |
Lowest Volatility Alternatives to KGGIX
KGGIX alternatives from the Foreign Small & Mid Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS International New Discovery Fund Class R6 | 12.10% | Jun 1, 2012 | KGGIX vs MIDLX | |
| MFS International New Discovery Fund | 12.11% | Oct 8, 1997 | KGGIX vs MWNIX | |
| AMG Yacktman Special Opportunities Fund | 12.99% | Jun 29, 2014 | KGGIX vs YASLX | |
| Artisan International Explorer Fund | 13.06% | May 15, 2022 | KGGIX vs ARHBX | |
| Harding Loevner International Small Companies Port... | 13.26% | Mar 25, 2007 | KGGIX vs HLMSX |
Lowest Drawdown Alternatives to KGGIX
KGGIX alternatives from the Foreign Small & Mid Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | May 15, 2022 | KGGIX vs ARHBX | |
| William Blair International Small Cap Growth Fund | -10.09% | Oct 31, 2005 | KGGIX vs WISIX | |
| Artisan International Small-Mid Fund | -10.10% | Dec 20, 2001 | KGGIX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | Jun 29, 2014 | KGGIX vs YASLX | |
| Grandeur Peak International Stalwarts Fund | -10.42% | Aug 31, 2015 | KGGIX vs GISOX |
Other Mutual Funds from Kopernik
Most popular Kopernik mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Kopernik International Fund | Foreign Large Cap Equities | 98 | 5.93% | Jun 29, 2015 | KGGIX vs KGIIX |
Often Compared With KGGIX
What investors most often compare with KGGIX, based on PortfoliosLab usage data.
Compare KGGIX with Any Fund or Stock
Compare KGGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.