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 180 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 | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | LVAGX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | LVAGX vs VTWAX |
Best Risk-Adjusted Alternatives to LVAGX
LVAGX has a PortfoliosLab risk / return rank of 95. No mutual funds in the Global Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Polaris Global Value Fund | 93 | — | May 1998 | LVAGX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | LVAGX vs EPSYX | |
| GMO Global Equity Allocation Fund | 91 | — | Nov 1996 | LVAGX vs GMGEX | |
| John Hancock Global Shareholder Yield Fund | 91 | — | Feb 2007 | LVAGX vs JGYIX | |
| BlackRock Advantage Global Fund, Inc. | 90 | — | Aug 1994 | LVAGX vs MDGCX |
Top Performing LVAGX Alternatives (YTD)
LVAGX is at 23.39% YTD. There are 12 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 | LVAGX vs PGTIX | |
| Oberweis Global Opportunities Fund | 31.52% | — | Jan 1987 | LVAGX vs OBEGX | |
| Ariel Global Fund | 26.71% | — | Dec 2011 | LVAGX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 24.54% | — | Dec 1995 | LVAGX vs PRGSX | |
| Fidelity Advisor Worldwide Fund Class Z | 24.23% | — | Oct 2018 | LVAGX vs FIQOX |
Lowest Volatility Alternatives to LVAGX
LVAGX has 13.24% 1-year volatility. There are 96 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 | LVAGX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | LVAGX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | LVAGX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | LVAGX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.69% | — | Jan 2016 | LVAGX vs SGMAX |
Lowest Drawdown Alternatives to LVAGX
LVAGX has a 1-year max drawdown of -7.03%. There are 14 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | LVAGX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | LVAGX vs SVTAX |
Other Mutual Funds from LSV
The 4 most viewed LSV mutual funds shown here include LSVQX, LSVEX, LSVVX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| LSV Small Cap Value Fund | Small Cap Value Equities | 58 | 15.45% | — | Feb 2013 | LVAGX vs LSVQX | |
| LSV Value Equity Fund | Large Cap Value Equities | 86 | 13.91% | — | Mar 1999 | LVAGX vs LSVEX | |
| LSV Conservative Value Equity Fund | Large Cap Value Equities | 93 | 16.28% | — | Mar 2007 | LVAGX vs LSVVX | |
| LSV Emerging Markets Equity Fund | Emerging Markets Diversified | 96 | 36.39% | — | Jan 2019 | LVAGX vs LVAZX |
Often Compared With LVAGX
Investors most often compare LVAGX with VGPMX, CAEIX, FGIAX. These 20 comparison targets span 1 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