BNY Mellon Worldwide Growth Fund (PGROX) 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 PGROX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PGROX
PGROX charges 1.13% annually. There are 176 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 | PGROX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | PGROX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | PGROX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | PGROX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | PGROX vs UCEQX |
Best Risk-Adjusted Alternatives to PGROX
PGROX has a PortfoliosLab risk / return rank of 14. There are 199 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | PGROX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 94 | — | Dec 2005 | PGROX vs EPSYX | |
| Polaris Global Value Fund | 93 | — | May 1998 | PGROX vs PGVFX | |
| John Hancock Global Shareholder Yield Fund | 93 | — | Feb 2007 | PGROX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | — | Sep 1996 | PGROX vs FMIEX |
Top Performing PGROX Alternatives (YTD)
PGROX is at 4.36% YTD. There are 213 mutual funds in the Global Equities category with higher YTD returns, going as high as 32.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 32.57% | — | Nov 2016 | PGROX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.89% | — | Jan 1987 | PGROX vs OBEGX | |
| LSV Global Value Fund | 23.56% | — | Jun 2014 | PGROX vs LVAGX | |
| Ariel Global Fund | 22.71% | — | Dec 2011 | PGROX vs AGLOX | |
| Polaris Global Value Fund | 21.67% | — | May 1998 | PGROX vs PGVFX |
Lowest Volatility Alternatives to PGROX
PGROX has 13.19% 1-year volatility. There are 91 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.02% | 2.00B | Dec 2013 | PGROX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | PGROX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | PGROX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | PGROX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.56% | — | Jan 2016 | PGROX vs SGMAX |
Lowest Drawdown Alternatives to PGROX
PGROX has a 1-year max drawdown of -11.70%. There are 160 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 | PGROX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | PGROX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | PGROX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | PGROX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | PGROX vs SVTAX |
Other Mutual Funds from BNY Mellon
The 10 most viewed BNY Mellon mutual funds shown here include DREVX, DAGVX, PEOPX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BNY Mellon Large Cap Securities Fund | Large Cap Growth Equities | 33 | 8.57% | — | May 1951 | PGROX vs DREVX | |
| BNY Mellon Dynamic Value Fund | Large Cap Value Equities | 85 | 15.34% | — | Sep 1995 | PGROX vs DAGVX | |
| BNY Mellon S&P 500 Index Fund | S&P 500 | 65 | 11.05% | — | Jan 1990 | PGROX vs PEOPX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | S&P 500 | 68 | 11.21% | — | Sep 1993 | PGROX vs DSPIX | |
| BNY Mellon Dynamic Value Fund Class I | Large Cap Value Equities | 86 | 15.51% | — | May 2001 | PGROX vs DRGVX | |
| BNY Mellon Natural Resources Fund Class A | Energy Equities | 64 | 17.29% | — | Oct 2003 | PGROX vs DNLAX | |
| BNY Mellon Technology Growth Fund | Technology Equities | 48 | 24.85% | — | Oct 1997 | PGROX vs DTGRX | |
| BNY Mellon Smallcap Stock Index Fund | Small Cap Blend Equities | 77 | 21.84% | — | Jun 1997 | PGROX vs DISSX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 74 | 6.03% | — | May 2010 | PGROX vs DRRIX | |
| BNY Mellon Small/Mid Cap Growth Fund Class Y | Mid Cap Growth Equities | 17 | 11.55% | — | Jun 2013 | PGROX vs DBMYX |
Often Compared With PGROX
Investors most often compare PGROX with ZGFIX, ANWPX, SGENX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare PGROX with Any Fund or Stock
Compare PGROX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PGROX with funds that move differently
BNY Mellon Worldwide Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PGROX.
Explore PGROX Diversifiers