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 220 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% | 97.00B | 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 42. There are 138 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 98 | — | Jun 2014 | TBHDX vs LVAGX | |
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | TBHDX vs LVAFX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | TBHDX vs FMIEX | |
| MainStay Epoch Global Equity Yield Fund | 97 | — | Dec 2005 | TBHDX vs EPSYX | |
| Polaris Global Value Fund | 97 | — | May 1998 | TBHDX vs PGVFX |
Top Performing TBHDX Alternatives (YTD)
TBHDX is at 11.23% YTD. There are 134 mutual funds in the Global Equities category with higher YTD returns, going as high as 27.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 27.34% | — | Nov 2016 | TBHDX vs PGTIX | |
| AMG Yacktman Global Fund | 26.14% | — | Jan 2017 | TBHDX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 26.02% | — | — | TBHDX vs YFSNX | |
| LSV Global Value Fund | 25.65% | — | Jun 2014 | TBHDX vs LVAGX | |
| Oberweis Global Opportunities Fund | 22.61% | — | Jan 1987 | TBHDX vs OBEGX |
Lowest Volatility Alternatives to TBHDX
TBHDX has 11.89% 1-year volatility. There are 39 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.70%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.70% | — | Dec 2015 | TBHDX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.73% | — | Dec 1996 | TBHDX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.95% | 2.00B | Dec 2013 | TBHDX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.97% | 2.00B | Dec 2013 | TBHDX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.39% | — | Jul 2006 | TBHDX vs SVTAX |
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 -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | TBHDX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | TBHDX vs MBXAX | |
| 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 |
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 | 81 | 14.05% | — | Jun 1993 | TBHDX vs TBGVX | |
| Tweedy, Browne Value Fund | Global Equities | 90 | 15.33% | — | Dec 1993 | TBHDX vs TWEBX | |
| Tweedy, Browne International Value Fund II - Curre... | Foreign Large Cap Equities | 59 | 13.16% | — | Oct 2009 | TBHDX vs TBCUX |
Often Compared With TBHDX
Investors most often compare TBHDX with CSUAX, FGIAX, ARTHX. These 20 comparison targets span 4 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