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 52 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 | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | MPGVX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | MPGVX vs UCEQX |
Best Risk-Adjusted Alternatives to MPGVX
MPGVX has a PortfoliosLab risk / return rank of 29. There are 148 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | MPGVX vs LVAGX | |
| Polaris Global Value Fund | 92 | — | May 1998 | MPGVX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 91 | — | Dec 2005 | MPGVX vs EPSYX | |
| PGIM Jennison Global Equity Income Fund | 89 | — | Dec 1997 | MPGVX vs AGOCX | |
| John Hancock Global Shareholder Yield Fund | 89 | — | Feb 2007 | MPGVX vs JGYIX |
Top Performing MPGVX Alternatives (YTD)
MPGVX is at 2.72% YTD. There are 204 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.04% | — | Nov 2016 | MPGVX vs PGTIX | |
| Oberweis Global Opportunities Fund | 27.07% | — | Jan 1987 | MPGVX vs OBEGX | |
| Ariel Global Fund | 23.87% | — | Dec 2011 | MPGVX vs AGLOX | |
| LSV Global Value Fund | 22.05% | — | Jun 2014 | MPGVX vs LVAGX | |
| Fidelity Advisor Worldwide Fund Class Z | 20.15% | — | Oct 2018 | MPGVX vs FIQOX |
Lowest Volatility Alternatives to MPGVX
MPGVX has 11.92% 1-year volatility. There are 41 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.01%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.01% | 2.00B | Dec 2013 | MPGVX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | MPGVX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.14% | — | Jul 2006 | MPGVX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.55% | — | Sep 1990 | MPGVX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.66% | — | Jan 2016 | MPGVX vs SGMAX |
Lowest Drawdown Alternatives to MPGVX
MPGVX has a 1-year max drawdown of -10.43%. There are 115 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 | 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 | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | MPGVX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | MPGVX vs CSUAX |
Other Mutual Funds from Mondrian
The 1 most viewed Mondrian mutual funds shown here include MGIFX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Mondrian Global Listed Infrastructure Fund | Energy Equities | — | — | — | Dec 2018 | MPGVX vs MGIFX |
Often Compared With MPGVX
Investors most often compare MPGVX with FMIEX, GCCHX, CAEIX. These 18 comparison targets span 2 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