RBC Global Opportunities Fund (RGOIX) 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 RGOIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RGOIX
RGOIX charges 0.75% annually. There are 56 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 | RGOIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | RGOIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | RGOIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | RGOIX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | RGOIX vs VTWAX |
Best Risk-Adjusted Alternatives to RGOIX
RGOIX has a PortfoliosLab risk / return rank of 14. There are 214 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 | RGOIX vs LVAFX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | RGOIX vs LVAGX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | RGOIX vs FMIEX | |
| Polaris Global Value Fund | 97 | — | May 1998 | RGOIX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | RGOIX vs EPSYX |
Top Performing RGOIX Alternatives (YTD)
RGOIX is at 1.37% YTD. There are 230 mutual funds in the Global Equities category with higher YTD returns, going as high as 25.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 25.53% | — | Jan 2017 | RGOIX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | RGOIX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | RGOIX vs PGTIX | |
| LSV Global Value Fund | 24.72% | — | Jun 2014 | RGOIX vs LVAGX | |
| Polaris Global Value Fund | 22.80% | — | May 1998 | RGOIX vs PGVFX |
Lowest Volatility Alternatives to RGOIX
RGOIX has 13.27% 1-year volatility. There are 81 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.90% | — | Dec 2015 | RGOIX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | RGOIX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | RGOIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | RGOIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | RGOIX vs SVTAX |
Lowest Drawdown Alternatives to RGOIX
RGOIX has a 1-year max drawdown of -9.67%. There are 72 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 | RGOIX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | RGOIX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | RGOIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | RGOIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | RGOIX vs SGMAX |
Other Mutual Funds from RBC
The 9 most viewed RBC mutual funds shown here include RGHYX, REEIX, RBESX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| RBC BlueBay High Yield Bond Fund | High Yield Bonds | 67 | 1.35% | — | Nov 2011 | RGOIX vs RGHYX | |
| RBC Emerging Markets Equity Fund | Emerging Markets Equities | 64 | 18.93% | — | Dec 2013 | RGOIX vs REEIX | |
| RBC BlueBay Emerging Market Debt Fund | Emerging Markets Bonds | 86 | 2.84% | — | Nov 2011 | RGOIX vs RBESX | |
| RBC SMID Cap Growth Fund | Mid Cap Growth Equities | 18 | 8.16% | — | Jun 1994 | RGOIX vs TMCIX | |
| RBC Impact Bond Fund | Intermediate Core Bond | 2 | -3.44% | — | Dec 2017 | RGOIX vs RIBIX | |
| RBC Ultra-Short Fixed Income Fund | Ultrashort Bond | 97 | 1.58% | — | Dec 2013 | RGOIX vs RUSIX | |
| Access Capital Community Investment Fund | Government Bonds | 18 | -1.38% | — | Jun 1998 | RGOIX vs ACCSX | |
| RBC Short Duration Fixed Income Fund | Short-Term Bond | — | — | — | Dec 2013 | RGOIX vs RSDIX | |
| RBC Emerging Markets Value Equity Fund | Emerging Markets Equities | 78 | 20.34% | — | Feb 2018 | RGOIX vs REMVX |
Often Compared With RGOIX
Investors most often compare RGOIX with SCHD, VOO, SPY. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare RGOIX with Any Fund or Stock
Compare RGOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RGOIX with funds that move differently
RBC Global Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RGOIX.
Explore RGOIX Diversifiers