LSV Global Managed Volatility Fund (LVAFX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LVAFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LVAFX
LVAFX charges 1.00% annually. There are 136 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | LVAFX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | LVAFX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | LVAFX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | LVAFX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | LVAFX vs VTWAX |
Best Risk-Adjusted Alternatives to LVAFX
LVAFX has a PortfoliosLab risk / return rank of 84. There are 21 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | LVAFX vs LVAGX | |
| Polaris Global Value Fund | 93 | — | May 1998 | LVAFX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | LVAFX vs EPSYX | |
| GMO Global Equity Allocation Fund | 91 | — | Nov 1996 | LVAFX vs GMGEX | |
| John Hancock Global Shareholder Yield Fund | 91 | — | Feb 2007 | LVAFX vs JGYIX |
Top Performing LVAFX Alternatives (YTD)
LVAFX is at 9.92% YTD. There are 129 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 42.58% | — | Nov 2016 | LVAFX vs PGTIX | |
| Oberweis Global Opportunities Fund | 31.52% | — | Jan 1987 | LVAFX vs OBEGX | |
| Ariel Global Fund | 26.71% | — | Dec 2011 | LVAFX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 24.54% | — | Dec 1995 | LVAFX vs PRGSX | |
| Fidelity Advisor Worldwide Fund Class Z | 24.23% | — | Oct 2018 | LVAFX vs FIQOX |
Lowest Volatility Alternatives to LVAFX
LVAFX has 8.75% 1-year volatility. There are 6 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | LVAFX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | LVAFX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | LVAFX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | LVAFX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.69% | — | Jan 2016 | LVAFX vs SGMAX |
Lowest Drawdown Alternatives to LVAFX
LVAFX has a 1-year max drawdown of -5.76%. There is 1 mutual fund in the Global Equities category with a shallower 1-year drawdown, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | LVAFX vs RTXAX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | LVAFX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | LVAFX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | LVAFX vs SVTAX | |
| Nuveen Global Infrastructure Fund Class A | -6.04% | — | Dec 2007 | LVAFX vs FGIAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 30 | 11.26% | — | Sep 2021 | LVAFX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 9.77% | — | Jul 1993 | LVAFX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 13.03% | — | Dec 2012 | LVAFX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.39% | — | May 2011 | LVAFX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.90% | — | Dec 1991 | LVAFX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 28 | 1.80% | — | Aug 2005 | LVAFX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 64 | 11.89% | — | Jul 2010 | LVAFX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 69 | 43.67% | — | Apr 2000 | LVAFX vs BGSAX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 77 | 14.17% | — | Sep 1999 | LVAFX vs FAMRX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.45% | — | Oct 2007 | LVAFX vs FFANX |
Often Compared With LVAFX
Investors most often compare LVAFX with TILIX, GLIFX, SGIIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare LVAFX with Any Fund or Stock
Compare LVAFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LVAFX with funds that move differently
LSV Global Managed Volatility Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LVAFX.
Explore LVAFX Diversifiers