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 105 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 | SGARX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | SGARX vs GMGEX | |
| 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 Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | SGARX vs VTWAX |
Best Risk-Adjusted Alternatives to SGARX
SGARX has a PortfoliosLab risk / return rank of 1. There are 242 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 | SGARX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | SGARX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | SGARX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | SGARX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | SGARX vs PGVFX |
Top Performing SGARX Alternatives (YTD)
SGARX is at -4.58% YTD. There are 241 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | SGARX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | SGARX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | SGARX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | SGARX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | SGARX vs YFSNX |
Lowest Volatility Alternatives to SGARX
SGARX has 14.62% 1-year volatility. There are 145 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 | SGARX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | SGARX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | SGARX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | SGARX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | SGARX vs SGMAX |
Lowest Drawdown Alternatives to SGARX
SGARX has a 1-year max drawdown of -19.38%. There are 232 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 | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | SGARX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | SGARX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | SGARX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | SGARX vs SVTAX |
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 | 34 | 26.53% | — | Oct 2019 | SGARX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 3.03% | — | Feb 2006 | SGARX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -4.29% | — | Mar 2018 | SGARX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 6 | 8.22% | — | Oct 1996 | SGARX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 6 | 5.81% | — | Oct 1995 | SGARX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | 0.98% | — | Jun 2009 | SGARX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.51% | — | Jan 1989 | SGARX vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -2.25% | — | Jun 2006 | SGARX vs PXSGX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 57 | 17.95% | — | Dec 2010 | SGARX vs EDF | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 4 | 1.93% | — | Sep 1940 | SGARX vs NAINX |
Often Compared With SGARX
Investors most often compare SGARX with CAEIX, VGPMX, ARTHX. These 16 comparison targets span 3 categories, based on PortfoliosLab usage data.
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