Tweedy, Browne Value Fund (TWEBX) Alternatives
Tweedy, Browne Value Fund (TWEBX) 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 TWEBX. 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 TWEBX
TWEBX charges 1.40% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among TWEBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | TWEBX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | TWEBX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | TWEBX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | TWEBX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | TWEBX vs VMNVX |
Best Risk-Adjusted Alternatives to TWEBX
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 | TWEBX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 95 | May 30, 2007 | TWEBX vs CAEIX | |
| GMO Climate Change Fund | 95 | Apr 4, 2017 | TWEBX vs GCCHX | |
| Artisan Global Equity Fund | 94 | Mar 28, 2010 | TWEBX vs ARTHX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | Sep 25, 1996 | TWEBX vs FMIEX |
Top Performing TWEBX Alternatives (YTD)
TWEBX 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 | TWEBX vs RTXAX | |
| GMO Climate Change Fund | 10.71% | Apr 4, 2017 | TWEBX vs GCCHX | |
| Nuveen Global Infrastructure Fund Class A | 10.36% | Dec 17, 2007 | TWEBX vs FGIAX | |
| GQG Partners Global Quality Dividend Income Fund | 10.08% | Jun 29, 2021 | TWEBX vs GQFPX | |
| Cohen & Steers Global Infrastructure Fund Class A | 9.35% | Aug 28, 2017 | TWEBX vs CSUAX |
Lowest Volatility Alternatives to TWEBX
TWEBX 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 | TWEBX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.06% | Dec 12, 2013 | TWEBX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.09% | Dec 12, 2013 | TWEBX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.60% | Dec 4, 2013 | TWEBX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.73% | — | TWEBX vs GLIFX |
Lowest Drawdown Alternatives to TWEBX
TWEBX 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 | TWEBX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | TWEBX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | TWEBX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | TWEBX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | TWEBX 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 | TWEBX vs TBGVX | |
| Tweedy, Browne International Value Fund II - Curre... | Foreign Large Cap Equities | 64 | 2.01% | Oct 25, 2009 | TWEBX vs TBCUX | |
| Tweedy, Browne Worldwide High Dividend Yield Value... | Global Equities | 27 | -1.65% | Sep 4, 2007 | TWEBX vs TBHDX |
Often Compared With TWEBX
What investors most often compare with TWEBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF | Large Cap Growth Equities | 60 | -3.28% | Nov 3, 2009 | TWEBX vs SCHB | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 29 | -11.20% | — | TWEBX vs TBCIX | |
| SPDR Portfolio S&P 500 Value ETF | S&P 500, Large Cap Value Equities | 45 | 0.09% | Sep 25, 2000 | TWEBX vs SPYV | |
| Invesco S&P 500® Equal Weight Industrials ETF | Industrials Equities, S&P 500 | 54 | 3.02% | Jan 11, 2006 | TWEBX vs RSPN | |
| Fidelity 500 Index Fund | S&P 500 | 60 | -4.34% | Feb 17, 1988 | TWEBX vs FXAIX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | Mid Cap Value Equities | 59 | 4.50% | Sep 27, 2011 | TWEBX vs VMVAX | |
| iShares MSCI Global Min Vol Factor ETF | Large Cap Blend Equities | 26 | 0.65% | Oct 18, 2011 | TWEBX vs ACWV | |
| S&P 500 Index | 67 | -3.95% | — | TWEBX vs ^GSPC | ||
| JPMorgan Global Allocation Fund A | Global Equities | 36 | -3.89% | May 31, 2011 | TWEBX vs GAOAX |
Compare TWEBX with Any Fund or Stock
Compare TWEBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.