Polaris Global Value Fund (PGVFX) Alternatives
Polaris Global Value Fund (PGVFX) 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 PGVFX. 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 PGVFX
PGVFX charges 0.99% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among PGVFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | PGVFX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | PGVFX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | PGVFX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | PGVFX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | PGVFX vs VMNVX |
Best Risk-Adjusted Alternatives to PGVFX
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 | 98 | May 23, 1984 | PGVFX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 95 | May 30, 2007 | PGVFX vs CAEIX | |
| GMO Climate Change Fund | 95 | Apr 4, 2017 | PGVFX vs GCCHX | |
| Artisan Global Equity Fund | 94 | Mar 28, 2010 | PGVFX vs ARTHX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | Sep 25, 1996 | PGVFX vs FMIEX |
Top Performing PGVFX Alternatives (YTD)
PGVFX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 13.06% | Jun 9, 2019 | PGVFX vs RTXAX | |
| GMO Climate Change Fund | 10.71% | Apr 4, 2017 | PGVFX vs GCCHX | |
| Nuveen Global Infrastructure Fund Class A | 10.36% | Dec 17, 2007 | PGVFX vs FGIAX | |
| GQG Partners Global Quality Dividend Income Fund | 10.08% | Jun 29, 2021 | PGVFX vs GQFPX | |
| Cohen & Steers Global Infrastructure Fund Class A | 9.35% | Aug 28, 2017 | PGVFX vs CSUAX |
Lowest Volatility Alternatives to PGVFX
PGVFX 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 | 8.94% | Sep 4, 1990 | PGVFX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.06% | Dec 12, 2013 | PGVFX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.09% | Dec 12, 2013 | PGVFX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.60% | Dec 4, 2013 | PGVFX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.73% | — | PGVFX vs GLIFX |
Lowest Drawdown Alternatives to PGVFX
PGVFX 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 | PGVFX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | PGVFX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | PGVFX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | PGVFX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | PGVFX vs FGIAX |
Often Compared With PGVFX
What investors most often compare with PGVFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Global Equity Multi-Factor UCITS ETF Accu... | Global Equities | 46 | 6.18% | Jul 9, 2019 | PGVFX vs JPGL.DE | |
| JPMorgan Global Allocation Fund A | Global Equities | 36 | -3.89% | May 31, 2011 | PGVFX vs GAOAX |
Compare PGVFX with Any Fund or Stock
Compare PGVFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.