LSV Global Value Fund (LVAGX) Alternatives
LSV Global Value Fund (LVAGX) 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 LVAGX. 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 LVAGX
LVAGX charges 1.15% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among LVAGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | LVAGX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | LVAGX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | LVAGX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | LVAGX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | LVAGX vs VMNVX |
Best Risk-Adjusted Alternatives to LVAGX
Among mutual funds in the Global 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 | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 98 | May 23, 1984 | LVAGX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 95 | May 30, 2007 | LVAGX vs CAEIX | |
| GMO Climate Change Fund | 95 | Apr 4, 2017 | LVAGX vs GCCHX | |
| Artisan Global Equity Fund | 94 | Mar 28, 2010 | LVAGX vs ARTHX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | Sep 25, 1996 | LVAGX vs FMIEX |
Top Performing LVAGX Alternatives (YTD)
LVAGX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 13.06% | Jun 9, 2019 | LVAGX vs RTXAX | |
| GMO Climate Change Fund | 10.71% | Apr 4, 2017 | LVAGX vs GCCHX | |
| Nuveen Global Infrastructure Fund Class A | 10.36% | Dec 17, 2007 | LVAGX vs FGIAX | |
| GQG Partners Global Quality Dividend Income Fund | 10.08% | Jun 29, 2021 | LVAGX vs GQFPX | |
| Cohen & Steers Global Infrastructure Fund Class A | 9.35% | Aug 28, 2017 | LVAGX vs CSUAX |
Lowest Volatility Alternatives to LVAGX
LVAGX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.94% | Sep 4, 1990 | LVAGX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.06% | Dec 12, 2013 | LVAGX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.09% | Dec 12, 2013 | LVAGX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.60% | Dec 4, 2013 | LVAGX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.73% | — | LVAGX vs GLIFX |
Lowest Drawdown Alternatives to LVAGX
LVAGX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | LVAGX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | LVAGX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | LVAGX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | LVAGX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | LVAGX vs FGIAX |
Other Mutual Funds from LSV
Most popular LSV mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| LSV Small Cap Value Fund | Small Cap Value Equities | 33 | 2.60% | Feb 28, 2013 | LVAGX vs LSVQX | |
| LSV Value Equity Fund | Large Cap Value Equities | 68 | 2.83% | Mar 31, 1999 | LVAGX vs LSVEX | |
| LSV Conservative Value Equity Fund | Large Cap Value Equities | 67 | 2.19% | Mar 30, 2007 | LVAGX vs LSVVX | |
| LSV Emerging Markets Equity Fund | Emerging Markets Diversified | 95 | 6.77% | Jan 16, 2019 | LVAGX vs LVAZX |
Compare LVAGX with Any Fund or Stock
Compare LVAGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.