Tweedy, Browne Worldwide High Dividend Yield Value Fund (TBHDX) 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 TBHDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TBHDX
TBHDX charges 1.38% annually. There are 218 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 | TBHDX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | TBHDX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | TBHDX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | TBHDX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | TBHDX vs UCEQX |
Best Risk-Adjusted Alternatives to TBHDX
TBHDX has a PortfoliosLab risk / return rank of 12. There are 200 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 | TBHDX vs LVAGX | |
| Polaris Global Value Fund | 92 | — | May 1998 | TBHDX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 91 | — | Dec 2005 | TBHDX vs EPSYX | |
| PGIM Jennison Global Equity Income Fund | 89 | — | Dec 1997 | TBHDX vs AGOCX | |
| John Hancock Global Shareholder Yield Fund | 89 | — | Feb 2007 | TBHDX vs JGYIX |
Top Performing TBHDX Alternatives (YTD)
TBHDX is at 3.80% YTD. There are 194 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.04% | — | Nov 2016 | TBHDX vs PGTIX | |
| Oberweis Global Opportunities Fund | 27.07% | — | Jan 1987 | TBHDX vs OBEGX | |
| Ariel Global Fund | 23.87% | — | Dec 2011 | TBHDX vs AGLOX | |
| LSV Global Value Fund | 22.05% | — | Jun 2014 | TBHDX vs LVAGX | |
| Fidelity Advisor Worldwide Fund Class Z | 20.15% | — | Oct 2018 | TBHDX vs FIQOX |
Lowest Volatility Alternatives to TBHDX
TBHDX has 11.77% 1-year volatility. There are 40 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.01%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.01% | 2.00B | Dec 2013 | TBHDX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | TBHDX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.14% | — | Jul 2006 | TBHDX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.55% | — | Sep 1990 | TBHDX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.66% | — | Jan 2016 | TBHDX vs SGMAX |
Lowest Drawdown Alternatives to TBHDX
TBHDX has a 1-year max drawdown of -12.07%. There are 172 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 | TBHDX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | TBHDX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | TBHDX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | TBHDX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | TBHDX vs SVTAX |
Other Mutual Funds from Tweedy, Browne
The 3 most viewed Tweedy, Browne mutual funds shown here include TBGVX, TWEBX, TBCUX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Tweedy, Browne International Value Fund | Foreign Large Cap Equities | 53 | 10.18% | — | Jun 1993 | TBHDX vs TBGVX | |
| Tweedy, Browne Value Fund | Global Equities | 66 | 10.46% | — | Dec 1993 | TBHDX vs TWEBX | |
| Tweedy, Browne International Value Fund II - Curre... | Foreign Large Cap Equities | 23 | 7.86% | — | Oct 2009 | TBHDX vs TBCUX |
Often Compared With TBHDX
Investors most often compare TBHDX with ARTHX, FGIAX, CAEIX. These 19 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare TBHDX with Any Fund or Stock
Compare TBHDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TBHDX with funds that move differently
Tweedy, Browne Worldwide High Dividend Yield Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TBHDX.
Explore TBHDX Diversifiers