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 55 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 | RGOIX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | RGOIX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | RGOIX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | RGOIX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | RGOIX vs UCEQX |
Best Risk-Adjusted Alternatives to RGOIX
RGOIX has a PortfoliosLab risk / return rank of 15. There are 196 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | RGOIX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | RGOIX vs EPSYX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | RGOIX vs FMIEX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | RGOIX vs JGYIX | |
| LSV Global Managed Volatility Fund | 92 | — | Jun 2014 | RGOIX vs LVAFX |
Top Performing RGOIX Alternatives (YTD)
RGOIX is at 1.37% YTD. There are 225 mutual funds in the Global Equities category with higher YTD returns, going as high as 29.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 29.92% | — | Nov 2016 | RGOIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.47% | — | Jan 1987 | RGOIX vs OBEGX | |
| LSV Global Value Fund | 22.92% | — | Jun 2014 | RGOIX vs LVAGX | |
| Ariel Global Fund | 21.83% | — | Dec 2011 | RGOIX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 20.51% | — | — | RGOIX vs YFSNX |
Lowest Volatility Alternatives to RGOIX
RGOIX has 13.02% 1-year volatility. There are 79 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | RGOIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | RGOIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | RGOIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | RGOIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.57% | — | Jan 2016 | RGOIX vs SGMAX |
Lowest Drawdown Alternatives to RGOIX
RGOIX has a 1-year max drawdown of -9.67%. There are 69 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 | 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 | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | RGOIX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | RGOIX vs CSUAX |
Other Mutual Funds from RBC Global Asset Management.
The 9 most viewed RBC Global Asset Management. 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 | 77 | 1.66% | — | Nov 2011 | RGOIX vs RGHYX | |
| RBC Emerging Markets Equity Fund | Emerging Markets Diversified | 57 | 17.88% | — | Dec 2013 | RGOIX vs REEIX | |
| RBC BlueBay Emerging Market Debt Fund | Emerging Markets Bonds | 92 | 3.87% | — | Nov 2011 | RGOIX vs RBESX | |
| RBC Ultra-Short Fixed Income Fund | Ultrashort Bond | 97 | 1.58% | — | Dec 2013 | RGOIX vs RUSIX | |
| RBC Short Duration Fixed Income Fund | Short-Term Bond | 4 | -2.16% | — | Dec 2013 | RGOIX vs RSDIX | |
| Access Capital Community Investment Fund | Government Bonds | 24 | -0.60% | — | Jun 1998 | RGOIX vs ACCSX | |
| RBC Impact Bond Fund | Intermediate Core Bond | 3 | -2.73% | — | Dec 2017 | RGOIX vs RIBIX | |
| RBC SMID Cap Growth Fund | Mid Cap Growth Equities | 10 | 5.66% | — | Jun 1994 | RGOIX vs TMCIX | |
| RBC Emerging Markets Value Equity Fund | Emerging Markets Diversified | 78 | 19.98% | — | Feb 2018 | RGOIX vs REMVX |
Often Compared With RGOIX
Investors most often compare RGOIX with SCHD, VOO, XEQT.TO. These 20 comparison targets span 5 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