New Alternatives Fund (NALFX) Alternatives
New Alternatives Fund (NALFX) 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 NALFX. 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 NALFX
NALFX charges 0.89% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among NALFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | NALFX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | NALFX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | NALFX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | NALFX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | NALFX vs VMNVX |
Best Risk-Adjusted Alternatives to NALFX
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 | NALFX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | NALFX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | NALFX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | NALFX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | NALFX vs GLIFX |
Top Performing NALFX Alternatives (YTD)
NALFX 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 | NALFX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | NALFX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | NALFX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | NALFX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | NALFX vs GQRIX |
Lowest Volatility Alternatives to NALFX
NALFX 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 | NALFX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | NALFX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | NALFX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | NALFX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | NALFX vs GLIFX |
Lowest Drawdown Alternatives to NALFX
NALFX 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 | NALFX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | NALFX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | NALFX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | NALFX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | NALFX vs FGIAX |
Other Mutual Funds from New Alternatives
Most popular New Alternatives mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| New Alternatives Fund Investor Class | Alternative Energy Equities | 85 | 5.61% | Sep 3, 1982 | NALFX vs NAEFX |
Often Compared With NALFX
What investors most often compare with NALFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | NALFX vs VOO | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | Large Cap Blend Equities | 46 | -6.75% | Nov 13, 2000 | NALFX vs VTSAX | |
| State Street Technology Select Sector SPDR ETF | Technology Equities | 69 | -7.57% | Dec 16, 1998 | NALFX vs XLK | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | NALFX vs SPY | |
| First Trust Utilities AlphaDEX Fund | Utilities Equities | 84 | 10.69% | May 8, 2007 | NALFX vs FXU | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | NALFX vs FMIEX | |
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | NALFX vs FXAIX | |
| JPMorgan Global Allocation Fund A | Global Equities | 30 | -5.28% | May 31, 2011 | NALFX vs GAOAX |
Compare NALFX with Any Fund or Stock
Compare NALFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.