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 a closer substitute for your current allocation.
Cheapest Alternatives to KGGIX
KGGIX charges 1.01% annually. There are 29 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 | KGGIX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | KGGIX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | KGGIX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 13.80B | Feb 2019 | KGGIX vs VFSAX | |
| Avantis International Small Cap Value Fund Institu... | 0.36% | — | Dec 2019 | KGGIX vs AVDVX |
Best Risk-Adjusted Alternatives to KGGIX
KGGIX has a PortfoliosLab risk / return rank of 56. There are 15 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus International Small-Cap Fund | 87 | — | Dec 1997 | KGGIX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 79 | — | Jan 2021 | KGGIX vs AVANX | |
| Avantis International Small Cap Value Fund Institu... | 79 | — | Dec 2019 | KGGIX vs AVDVX | |
| RBB Free Market International Equity Fund | 77 | — | Dec 2007 | KGGIX vs FMNEX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 76 | — | Jun 2020 | KGGIX vs HWTIX |
Top Performing KGGIX Alternatives (YTD)
KGGIX is at 6.31% YTD. There are 85 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 27.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 27.89% | — | Sep 2021 | KGGIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 27.78% | — | Aug 2023 | KGGIX vs HRIIX | |
| Artisan International Explorer Fund | 27.61% | — | May 2022 | KGGIX vs ARHBX | |
| Lazard International Small Cap Equity Portfolio | 26.06% | — | Nov 1993 | KGGIX vs LZISX | |
| Causeway International Small Cap Fund | 19.40% | — | Oct 2014 | KGGIX vs CVISX |
Lowest Volatility Alternatives to KGGIX
KGGIX has 15.67% 1-year volatility. There are 58 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.05%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.05% | — | Jun 2014 | KGGIX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.55% | — | Jun 2012 | KGGIX vs MIDLX | |
| MFS International New Discovery Fund | 12.58% | — | Oct 1997 | KGGIX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.71% | — | Mar 2007 | KGGIX vs HLMSX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | 12.85% | — | Apr 2008 | KGGIX vs QUSIX |
Lowest Drawdown Alternatives to KGGIX
KGGIX has a 1-year max drawdown of -13.27%. There are 67 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 | KGGIX vs ARHBX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | KGGIX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | KGGIX vs OPGIX | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | KGGIX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | — | Jun 2014 | KGGIX vs YASLX |
Other Mutual Funds from Kopernik
The 2 most viewed Kopernik mutual funds shown here include KGGAX, KGIIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Kopernik Global All-Cap Fund Class A | Foreign Small & Mid Cap Equities | 55 | 6.14% | — | Nov 2013 | KGGIX vs KGGAX | |
| Kopernik International Fund | Foreign Large Cap Equities | 56 | 6.33% | — | Jun 2015 | KGGIX vs KGIIX |
Often Compared With KGGIX
Investors most often compare KGGIX with V3AB.L, VHVG.L, DFIV. These 20 comparison targets span 7 categories, 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.
Pair KGGIX with funds that move differently
Kopernik Global All-Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KGGIX.
Explore KGGIX Diversifiers