Mondrian Global Equity Value Fund (MPGVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MPGVX
MPGVX charges 0.74% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among MPGVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | MPGVX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | MPGVX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | MPGVX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | MPGVX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | MPGVX vs VMNVX |
Best Risk-Adjusted Alternatives to MPGVX
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 | 97 | May 23, 1984 | MPGVX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | MPGVX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | MPGVX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | MPGVX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | MPGVX vs GLIFX |
Top Performing MPGVX Alternatives (YTD)
MPGVX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | MPGVX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | MPGVX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | MPGVX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | MPGVX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | MPGVX vs GQRIX |
Lowest Volatility Alternatives to MPGVX
MPGVX 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 | 8.85% | Sep 4, 1990 | MPGVX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | MPGVX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | MPGVX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | MPGVX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | MPGVX vs GLIFX |
Lowest Drawdown Alternatives to MPGVX
MPGVX 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 | MPGVX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | MPGVX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | MPGVX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | MPGVX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | MPGVX vs FGIAX |
Other Mutual Funds from Mondrian
Most popular Mondrian mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Mondrian International Value Equity Fund | Foreign Large Cap Equities | 77 | -0.29% | Feb 3, 1992 | MPGVX vs MPIEX | |
| Mondrian Global Listed Infrastructure Fund | Energy Equities | 94 | 7.88% | Dec 16, 2018 | MPGVX vs MGIFX |
Compare MPGVX with Any Fund or Stock
Compare MPGVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.