Tweedy, Browne Worldwide High Dividend Yield Value Fund (TBHDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TBHDX
TBHDX charges 1.38% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among TBHDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | TBHDX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | TBHDX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | TBHDX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | TBHDX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | TBHDX vs VMNVX |
Best Risk-Adjusted Alternatives to TBHDX
Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 98 | May 23, 1984 | TBHDX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 95 | May 30, 2007 | TBHDX vs CAEIX | |
| GMO Climate Change Fund | 95 | Apr 4, 2017 | TBHDX vs GCCHX | |
| Artisan Global Equity Fund | 94 | Mar 28, 2010 | TBHDX vs ARTHX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | Sep 25, 1996 | TBHDX vs FMIEX |
Top Performing TBHDX Alternatives (YTD)
TBHDX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 13.06% | Jun 9, 2019 | TBHDX vs RTXAX | |
| GMO Climate Change Fund | 10.71% | Apr 4, 2017 | TBHDX vs GCCHX | |
| Nuveen Global Infrastructure Fund Class A | 10.36% | Dec 17, 2007 | TBHDX vs FGIAX | |
| GQG Partners Global Quality Dividend Income Fund | 10.08% | Jun 29, 2021 | TBHDX vs GQFPX | |
| Cohen & Steers Global Infrastructure Fund Class A | 9.35% | Aug 28, 2017 | TBHDX vs CSUAX |
Lowest Volatility Alternatives to TBHDX
TBHDX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.94% | Sep 4, 1990 | TBHDX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.06% | Dec 12, 2013 | TBHDX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.09% | Dec 12, 2013 | TBHDX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.60% | Dec 4, 2013 | TBHDX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.73% | — | TBHDX vs GLIFX |
Lowest Drawdown Alternatives to TBHDX
TBHDX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | TBHDX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | TBHDX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | TBHDX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | TBHDX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | TBHDX vs FGIAX |
Other Mutual Funds from Tweedy, Browne
Most popular Tweedy, Browne mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Tweedy, Browne International Value Fund | Foreign Large Cap Equities | 77 | 3.44% | Jun 14, 1993 | TBHDX vs TBGVX | |
| Tweedy, Browne Value Fund | Global Equities | 69 | 3.60% | Dec 7, 1993 | TBHDX vs TWEBX | |
| Tweedy, Browne International Value Fund II - Curre... | Foreign Large Cap Equities | 64 | 2.01% | Oct 25, 2009 | TBHDX vs TBCUX |
Often Compared With TBHDX
What investors most often compare with TBHDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Global Allocation Fund A | Global Equities | 36 | -3.89% | May 31, 2011 | TBHDX vs GAOAX |
Compare TBHDX with Any Fund or Stock
Compare TBHDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.