Vanguard Global Equity Fund (VHGEX) 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 VHGEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VHGEX
VHGEX charges 0.45% annually. There are 27 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 | VHGEX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | VHGEX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | VHGEX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | VHGEX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | VHGEX vs VTWAX |
Best Risk-Adjusted Alternatives to VHGEX
VHGEX has a PortfoliosLab risk / return rank of 25. There are 165 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 | VHGEX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | VHGEX vs EPSYX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | VHGEX vs FMIEX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | VHGEX vs JGYIX | |
| LSV Global Managed Volatility Fund | 92 | — | Jun 2014 | VHGEX vs LVAFX |
Top Performing VHGEX Alternatives (YTD)
VHGEX is at 6.79% YTD. There are 167 mutual funds in the Global Equities category with higher YTD returns, going as high as 29.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 29.92% | — | Nov 2016 | VHGEX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.47% | — | Jan 1987 | VHGEX vs OBEGX | |
| LSV Global Value Fund | 22.92% | — | Jun 2014 | VHGEX vs LVAGX | |
| Ariel Global Fund | 21.83% | — | Dec 2011 | VHGEX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 20.51% | — | — | VHGEX vs YFSNX |
Lowest Volatility Alternatives to VHGEX
VHGEX has 15.26% 1-year volatility. There are 156 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | VHGEX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | VHGEX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | VHGEX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | VHGEX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.57% | — | Jan 2016 | VHGEX vs SGMAX |
Lowest Drawdown Alternatives to VHGEX
VHGEX has a 1-year max drawdown of -11.92%. There are 168 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 | VHGEX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | VHGEX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | VHGEX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | VHGEX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | VHGEX vs CSUAX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.
Often Compared With VHGEX
Investors most often compare VHGEX with VXUS, FZILX, VGSTX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare VHGEX with Any Fund or Stock
Compare VHGEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VHGEX with funds that move differently
Vanguard Global Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VHGEX.
Explore VHGEX Diversifiers