Wasatch Global Opportunities Fund (WAGOX) 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 WAGOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WAGOX
WAGOX charges 1.50% annually. There are 231 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 | WAGOX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | WAGOX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | WAGOX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | WAGOX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | WAGOX vs UCEQX |
Best Risk-Adjusted Alternatives to WAGOX
WAGOX has a PortfoliosLab risk / return rank of 3. There are 232 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 | WAGOX vs LVAGX | |
| Polaris Global Value Fund | 91 | — | May 1998 | WAGOX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 90 | — | Dec 2005 | WAGOX vs EPSYX | |
| PGIM Jennison Global Equity Income Fund | 88 | — | Dec 1997 | WAGOX vs AGOCX | |
| John Hancock Global Shareholder Yield Fund | 88 | — | Feb 2007 | WAGOX vs JGYIX |
Top Performing WAGOX Alternatives (YTD)
WAGOX is at 4.00% YTD. There are 189 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 | WAGOX vs PGTIX | |
| Oberweis Global Opportunities Fund | 27.07% | — | Jan 1987 | WAGOX vs OBEGX | |
| Ariel Global Fund | 24.60% | — | Dec 2011 | WAGOX vs AGLOX | |
| LSV Global Value Fund | 21.70% | — | Jun 2014 | WAGOX vs LVAGX | |
| Fidelity Advisor Worldwide Fund Class Z | 20.42% | — | Oct 2018 | WAGOX vs FIQOX |
Lowest Volatility Alternatives to WAGOX
WAGOX has 15.67% 1-year volatility. There are 171 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 | WAGOX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | WAGOX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | WAGOX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | WAGOX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.68% | — | Jan 2016 | WAGOX vs SGMAX |
Lowest Drawdown Alternatives to WAGOX
WAGOX has a 1-year max drawdown of -17.09%. There are 229 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 | WAGOX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | WAGOX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | WAGOX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | WAGOX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | WAGOX vs SVTAX |
Other Mutual Funds from Wasatch
The 10 most viewed Wasatch mutual funds shown here include WGROX, WAINX, WMICX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wasatch Core Growth Fund | Small Cap Growth Equities | 3 | 2.95% | — | Dec 1986 | WAGOX vs WGROX | |
| Wasatch Emerging India Fund | Asia Pacific Equities | 1 | -2.40% | — | Apr 2011 | WAGOX vs WAINX | |
| Wasatch Micro Cap Fund | Small Cap Growth Equities | 36 | 15.69% | — | Jun 1995 | WAGOX vs WMICX | |
| Wasatch Ultra Growth Fund | Small Cap Growth Equities | 14 | 8.66% | — | Aug 1992 | WAGOX vs WAMCX | |
| Wasatch Micro Cap Value Fund | Small Cap Growth Equities | 42 | 17.27% | — | Jul 2003 | WAGOX vs WAMVX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 86 | 11.36% | — | Sep 1996 | WAGOX vs FMIEX | |
| Wasatch Small Cap Growth Fund | Small Cap Growth Equities | 2 | -1.10% | — | Dec 1986 | WAGOX vs WAAEX | |
| Wasatch Emerging Markets Small Cap Fund | Emerging Markets Diversified | 59 | 22.94% | — | Sep 2007 | WAGOX vs WAEMX | |
| Wasatch Emerging Markets Select Fund | Emerging Markets Diversified | 12 | 6.92% | — | Dec 2012 | WAGOX vs WAESX | |
| Wasatch Small Cap Value Fund | Small Cap Blend Equities | 13 | 11.38% | — | Dec 1997 | WAGOX vs WMCVX |
Often Compared With WAGOX
Investors most often compare WAGOX with VIOO, WAFMX, GCCHX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare WAGOX with Any Fund or Stock
Compare WAGOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WAGOX with funds that move differently
Wasatch Global Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WAGOX.
Explore WAGOX Diversifiers