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 28 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% | 14.30B | 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 31. There are 26 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 91 | — | Sep 2021 | KGGIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 91 | — | Aug 2023 | KGGIX vs HRIIX | |
| Virtus International Small-Cap Fund | 84 | — | Dec 1997 | KGGIX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 72 | — | Jan 2021 | KGGIX vs AVANX | |
| Avantis International Small Cap Value Fund Institu... | 71 | — | Dec 2019 | KGGIX vs AVDVX |
Top Performing KGGIX Alternatives (YTD)
KGGIX is at 1.29% YTD. There are 89 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 34.51%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 34.51% | — | Sep 2021 | KGGIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 34.37% | — | Aug 2023 | KGGIX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 24.74% | — | Nov 1993 | KGGIX vs LZISX | |
| Calamos International Small Cap Growth Fund | 23.47% | — | Mar 2022 | KGGIX vs CSGIX | |
| Artisan International Explorer Fund | 19.56% | — | May 2022 | KGGIX vs ARHBX |
Lowest Volatility Alternatives to KGGIX
KGGIX has 15.57% 1-year volatility. There are 63 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.15% | — | Jun 2014 | KGGIX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.30% | — | Jun 2012 | KGGIX vs MIDLX | |
| MFS International New Discovery Fund | 12.33% | — | Oct 1997 | KGGIX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.48% | — | Mar 2007 | KGGIX vs HLMSX | |
| Brandes International Small Cap Equity Fund Class ... | 12.71% | — | Feb 2012 | KGGIX vs BISMX |
Lowest Drawdown Alternatives to KGGIX
KGGIX has a 1-year max drawdown of -13.27%. There are 70 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 | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | KGGIX vs WCMSX | |
| 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 | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | KGGIX vs WISIX |
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 | 31 | 1.15% | — | Nov 2013 | KGGIX vs KGGAX | |
| Kopernik International Fund | Foreign Large Cap Equities | 37 | 2.09% | — | 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 6 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