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 a closer substitute for your current allocation.
Cheapest Alternatives to LVAGX
LVAGX charges 1.15% annually. There are 182 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 | LVAGX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | LVAGX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | LVAGX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | LVAGX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | LVAGX vs UCEQX |
Best Risk-Adjusted Alternatives to LVAGX
LVAGX has a PortfoliosLab risk / return rank of 97. There is 1 mutual fund in the Global Equities category with a higher risk-adjusted rank, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | LVAGX vs LVAFX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | LVAGX vs FMIEX | |
| Polaris Global Value Fund | 97 | — | May 1998 | LVAGX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | LVAGX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 96 | — | Feb 2007 | LVAGX vs JGYIX |
Top Performing LVAGX Alternatives (YTD)
LVAGX is at 24.72% YTD. There are 3 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 | LVAGX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | LVAGX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | LVAGX vs PGTIX | |
| Polaris Global Value Fund | 22.80% | — | May 1998 | LVAGX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 21.21% | — | Dec 2005 | LVAGX vs EPSYX |
Lowest Volatility Alternatives to LVAGX
LVAGX has 13.20% 1-year volatility. There are 78 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 | LVAGX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | LVAGX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | LVAGX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | LVAGX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | LVAGX vs SVTAX |
Lowest Drawdown Alternatives to LVAGX
LVAGX has a 1-year max drawdown of -7.03%. There are 16 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 | LVAGX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | LVAGX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | LVAGX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | LVAGX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | LVAGX vs SGMAX |
Other Mutual Funds from LSV
The 4 most viewed LSV mutual funds shown here include LSVEX, LSVVX, LSVQX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| LSV Value Equity Fund | Large Cap Value Equities | 96 | 19.26% | — | Mar 1999 | LVAGX vs LSVEX | |
| LSV Conservative Value Equity Fund | Large Cap Value Equities | 98 | 21.02% | — | Mar 2007 | LVAGX vs LSVVX | |
| LSV Small Cap Value Fund | Small Cap Value Equities | 85 | 21.08% | — | Feb 2013 | LVAGX vs LSVQX | |
| LSV Emerging Markets Equity Fund | Emerging Markets Equities | 88 | 25.74% | — | Jan 2019 | LVAGX vs LVAZX |
Often Compared With LVAGX
Investors most often compare LVAGX with FGIAX, VGPMX, CSUAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare LVAGX with Any Fund or Stock
Compare LVAGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LVAGX with funds that move differently
LSV Global Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LVAGX.
Explore LVAGX Diversifiers