Mundoval Fund (MUNDX) 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 MUNDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MUNDX
MUNDX charges 1.49% annually. There are 231 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 Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | MUNDX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | MUNDX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | MUNDX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | MUNDX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | MUNDX vs UCEQX |
Best Risk-Adjusted Alternatives to MUNDX
MUNDX has a PortfoliosLab risk / return rank of 65. There are 77 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | MUNDX vs LVAFX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | MUNDX vs FMIEX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | MUNDX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | MUNDX vs EPSYX | |
| Polaris Global Value Fund | 95 | — | May 1998 | MUNDX vs PGVFX |
Top Performing MUNDX Alternatives (YTD)
MUNDX is at 5.47% YTD. There are 198 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 24.97% | — | Jan 2017 | MUNDX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 24.78% | — | — | MUNDX vs YFSNX | |
| LSV Global Value Fund | 24.67% | — | Jun 2014 | MUNDX vs LVAGX | |
| T. Rowe Price Global Technology Fund I Class | 23.72% | — | Nov 2016 | MUNDX vs PGTIX | |
| MainStay Epoch Global Equity Yield Fund | 21.42% | — | Dec 2005 | MUNDX vs EPSYX |
Lowest Volatility Alternatives to MUNDX
MUNDX has 13.25% 1-year volatility. There are 80 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.87% | — | Dec 2015 | MUNDX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.90% | — | Dec 1996 | MUNDX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | MUNDX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.01% | 2.00B | Dec 2013 | MUNDX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.42% | — | Jul 2006 | MUNDX vs SVTAX |
Lowest Drawdown Alternatives to MUNDX
MUNDX has a 1-year max drawdown of -12.19%. There are 173 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 | MUNDX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | MUNDX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | MUNDX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | MUNDX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | MUNDX vs SGMAX |
Often Compared With MUNDX
Investors most often compare MUNDX with ARTHX, GCCHX, NALFX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare MUNDX with Any Fund or Stock
Compare MUNDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MUNDX with funds that move differently
Mundoval Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MUNDX.
Explore MUNDX Diversifiers