Aspiriant Risk-Managed Equity Allocation Fund (RMEAX) 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 RMEAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RMEAX
RMEAX charges 0.28% annually. There are 13 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 | RMEAX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | RMEAX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | RMEAX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | RMEAX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | RMEAX vs VTWAX |
Best Risk-Adjusted Alternatives to RMEAX
RMEAX has a PortfoliosLab risk / return rank of 51. There are 93 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 | RMEAX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | RMEAX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | RMEAX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | RMEAX vs FMIEX | |
| Polaris Global Value Fund | 90 | — | May 1998 | RMEAX vs PGVFX |
Top Performing RMEAX Alternatives (YTD)
RMEAX is at 7.68% YTD. There are 168 mutual funds in the Global Equities category with higher YTD returns, going as high as 34.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 34.74% | — | Nov 2016 | RMEAX vs PGTIX | |
| Oberweis Global Opportunities Fund | 26.27% | — | Jan 1987 | RMEAX vs OBEGX | |
| LSV Global Value Fund | 23.68% | — | Jun 2014 | RMEAX vs LVAGX | |
| Ariel Global Fund | 22.71% | — | Dec 2011 | RMEAX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 21.13% | — | — | RMEAX vs YFSNX |
Lowest Volatility Alternatives to RMEAX
RMEAX has 10.10% 1-year volatility. There are 14 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.98%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.98% | 2.00B | Dec 2013 | RMEAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | RMEAX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | RMEAX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | RMEAX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | RMEAX vs SGMAX |
Lowest Drawdown Alternatives to RMEAX
RMEAX has a 1-year max drawdown of -8.41%. There are 31 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 | RMEAX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | RMEAX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | RMEAX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | RMEAX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | RMEAX vs SVTAX |
Other Mutual Funds from Aspiriant
The 1 most viewed Aspiriant mutual funds shown here include RMDFX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Aspiriant Defensive Allocation Fund | Multistrategy | 96 | 6.31% | — | Dec 2015 | RMEAX vs RMDFX |
Often Compared With RMEAX
Investors most often compare RMEAX with PRAFX, FGIAX, GCCHX. These 19 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare RMEAX with Any Fund or Stock
Compare RMEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RMEAX with funds that move differently
Aspiriant Risk-Managed Equity Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RMEAX.
Explore RMEAX Diversifiers