Mondrian Global Equity Value Fund (MPGVX) 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 MPGVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MPGVX
MPGVX charges 0.74% annually. There are 53 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 | MPGVX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | MPGVX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | MPGVX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | MPGVX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | MPGVX vs VTWAX |
Best Risk-Adjusted Alternatives to MPGVX
MPGVX has a PortfoliosLab risk / return rank of 63. There are 97 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 98 | — | Jun 2014 | MPGVX vs LVAGX | |
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | MPGVX vs LVAFX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | MPGVX vs FMIEX | |
| MainStay Epoch Global Equity Yield Fund | 97 | — | Dec 2005 | MPGVX vs EPSYX | |
| Polaris Global Value Fund | 97 | — | May 1998 | MPGVX vs PGVFX |
Top Performing MPGVX Alternatives (YTD)
MPGVX is at 10.43% YTD. There are 153 mutual funds in the Global Equities category with higher YTD returns, going as high as 27.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 27.34% | — | Nov 2016 | MPGVX vs PGTIX | |
| AMG Yacktman Global Fund | 26.14% | — | Jan 2017 | MPGVX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 26.02% | — | — | MPGVX vs YFSNX | |
| LSV Global Value Fund | 25.65% | — | Jun 2014 | MPGVX vs LVAGX | |
| Oberweis Global Opportunities Fund | 22.61% | — | Jan 1987 | MPGVX vs OBEGX |
Lowest Volatility Alternatives to MPGVX
MPGVX has 11.91% 1-year volatility. There are 42 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.70%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.70% | — | Dec 2015 | MPGVX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.73% | — | Dec 1996 | MPGVX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.95% | 2.00B | Dec 2013 | MPGVX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.97% | 2.00B | Dec 2013 | MPGVX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.39% | — | Jul 2006 | MPGVX vs SVTAX |
Lowest Drawdown Alternatives to MPGVX
MPGVX has a 1-year max drawdown of -10.43%. There are 117 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 | MPGVX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | MPGVX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | MPGVX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | MPGVX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | MPGVX vs SGMAX |
Other Mutual Funds from Mondrian
The 1 most viewed Mondrian mutual funds shown here include MGIFX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Mondrian Global Listed Infrastructure Fund | Infrastructure Equities, Energy Equities | — | — | — | Dec 2018 | MPGVX vs MGIFX |
Often Compared With MPGVX
Investors most often compare MPGVX with GCCHX, CSUAX, ARTHX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare MPGVX with Any Fund or Stock
Compare MPGVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MPGVX with funds that move differently
Mondrian Global Equity Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MPGVX.
Explore MPGVX Diversifiers