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 a closer substitute for your current allocation.
Cheapest Alternatives to TWEBX
TWEBX charges 1.40% annually. There are 221 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 | TWEBX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | TWEBX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | TWEBX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | TWEBX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | TWEBX vs UCEQX |
Best Risk-Adjusted Alternatives to TWEBX
TWEBX has a PortfoliosLab risk / return rank of 60. There are 61 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 | TWEBX vs LVAGX | |
| Polaris Global Value Fund | 91 | — | May 1998 | TWEBX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 90 | — | Dec 2005 | TWEBX vs EPSYX | |
| PGIM Jennison Global Equity Income Fund | 88 | — | Dec 1997 | TWEBX vs AGOCX | |
| John Hancock Global Shareholder Yield Fund | 88 | — | Feb 2007 | TWEBX vs JGYIX |
Top Performing TWEBX Alternatives (YTD)
TWEBX is at 9.75% YTD. There are 101 mutual funds in the Global Equities category with higher YTD returns, going as high as 34.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 34.82% | — | Nov 2016 | TWEBX vs PGTIX | |
| Oberweis Global Opportunities Fund | 27.07% | — | Jan 1987 | TWEBX vs OBEGX | |
| Ariel Global Fund | 24.60% | — | Dec 2011 | TWEBX vs AGLOX | |
| LSV Global Value Fund | 21.70% | — | Jun 2014 | TWEBX vs LVAGX | |
| Fidelity Advisor Worldwide Fund Class Z | 20.42% | — | Oct 2018 | TWEBX vs FIQOX |
Lowest Volatility Alternatives to TWEBX
TWEBX has 9.92% 1-year volatility. There are 14 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | TWEBX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | TWEBX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | TWEBX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | TWEBX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.68% | — | Jan 2016 | TWEBX vs SGMAX |
Lowest Drawdown Alternatives to TWEBX
TWEBX has a 1-year max drawdown of -9.17%. There are 55 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 | TWEBX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | TWEBX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | TWEBX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | TWEBX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | TWEBX vs SVTAX |
Other Mutual Funds from Tweedy, Browne
The 3 most viewed Tweedy, Browne mutual funds shown here include TBGVX, TBCUX, TBHDX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Tweedy, Browne International Value Fund | Foreign Large Cap Equities | 45 | 9.62% | — | Jun 1993 | TWEBX vs TBGVX | |
| Tweedy, Browne International Value Fund II - Curre... | Foreign Large Cap Equities | 23 | 7.56% | — | Oct 2009 | TWEBX vs TBCUX | |
| Tweedy, Browne Worldwide High Dividend Yield Value... | Global Equities | 13 | 3.47% | — | Sep 2007 | TWEBX vs TBHDX |
Often Compared With TWEBX
Investors most often compare TWEBX with RSPN, TBCIX, SCHB. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare TWEBX with Any Fund or Stock
Compare TWEBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TWEBX with funds that move differently
Tweedy, Browne Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TWEBX.
Explore TWEBX Diversifiers