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 138 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 | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | LVAFX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | LVAFX vs UCEQX |
Best Risk-Adjusted Alternatives to LVAFX
LVAFX has a PortfoliosLab risk / return rank of 97. No mutual funds in the Global Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 97 | — | Jun 2014 | LVAFX vs LVAGX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | LVAFX vs FMIEX | |
| Polaris Global Value Fund | 97 | — | May 1998 | LVAFX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | LVAFX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 96 | — | Feb 2007 | LVAFX vs JGYIX |
Top Performing LVAFX Alternatives (YTD)
LVAFX is at 17.07% YTD. There are 15 mutual funds in the Global Equities category with higher YTD returns, going as high as 25.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 25.53% | — | Jan 2017 | LVAFX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | LVAFX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | LVAFX vs PGTIX | |
| LSV Global Value Fund | 24.72% | — | Jun 2014 | LVAFX vs LVAGX | |
| Polaris Global Value Fund | 22.80% | — | May 1998 | LVAFX vs PGVFX |
Lowest Volatility Alternatives to LVAFX
LVAFX has 8.49% 1-year volatility. There are 8 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.90% | — | Dec 2015 | LVAFX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | LVAFX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | LVAFX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | LVAFX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | LVAFX vs SVTAX |
Lowest Drawdown Alternatives to LVAFX
LVAFX has a 1-year max drawdown of -5.76%. There are 3 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | LVAFX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | LVAFX vs MBXAX | |
| 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 | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | LVAFX vs SVTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.
Often Compared With LVAFX
Investors most often compare LVAFX with TILIX, GLIFX, ASFYX. These 20 comparison targets span 8 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