Virtus SGA Global Growth Fund (SGARX) 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 SGARX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SGARX
SGARX charges 0.91% annually. There are 101 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 | SGARX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | SGARX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | SGARX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | SGARX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | SGARX vs VMNVX |
Best Risk-Adjusted Alternatives to SGARX
SGARX has a PortfoliosLab risk / return rank of 2. There are 234 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | SGARX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | SGARX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | SGARX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | SGARX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | SGARX vs JGYIX |
Top Performing SGARX Alternatives (YTD)
SGARX is at -3.32% YTD. There are 236 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | SGARX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | SGARX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | SGARX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | SGARX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | SGARX vs PRGSX |
Lowest Volatility Alternatives to SGARX
SGARX has 14.09% 1-year volatility. There are 152 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | SGARX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | SGARX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | SGARX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | SGARX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | Jan 2016 | SGARX vs SGMAX |
Lowest Drawdown Alternatives to SGARX
SGARX has a 1-year max drawdown of -19.38%. There are 228 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 | SGARX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | SGARX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | SGARX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | SGARX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | SGARX vs LVAFX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 36 | 30.26% | — | Oct 2019 | SGARX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.69% | — | Feb 2006 | SGARX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -6.56% | — | Mar 2018 | SGARX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 4 | 3.17% | — | Oct 1996 | SGARX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 7.63% | — | Oct 1995 | SGARX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | -1.15% | — | Jun 2009 | SGARX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 0.99% | — | Jan 1989 | SGARX vs MERFX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 12 | 11.63% | — | Mar 1995 | SGARX vs PHRAX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 1.80% | — | Sep 1940 | SGARX vs NAINX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.50% | — | Jun 2006 | SGARX vs PXSGX |
Often Compared With SGARX
Investors most often compare SGARX with STCIX, ARTHX, CAEIX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 27 | 6.35% | — | Jun 1992 | SGARX vs STCIX | |
| Artisan Global Equity Fund | Global Equities | 62 | 13.35% | — | Mar 2010 | SGARX vs ARTHX | |
| Calvert Global Energy Solutions Fund | Global Equities | 89 | 23.10% | — | May 2007 | SGARX vs CAEIX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 89 | 13.17% | — | Sep 1996 | SGARX vs FMIEX | |
| BlackRock Advantage Global Fund, Inc. | Global Equities | 91 | 19.80% | — | Aug 1994 | SGARX vs MDGCX | |
| DWS Global Small Cap Fund | Global Equities | 85 | 20.12% | — | Sep 1991 | SGARX vs SGSCX | |
| Polaris Global Value Fund | Global Equities | 90 | 19.64% | — | May 1998 | SGARX vs PGVFX |
Compare SGARX with Any Fund or Stock
Compare SGARX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SGARX with funds that move differently
Virtus SGA Global Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SGARX.
Explore SGARX Diversifiers