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 228 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 | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | WAGOX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 90.20B | Feb 2019 | WAGOX vs VTWAX |
Best Risk-Adjusted Alternatives to WAGOX
WAGOX has a PortfoliosLab risk / return rank of 3. There are 233 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | WAGOX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | WAGOX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | WAGOX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | WAGOX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | WAGOX vs JGYIX |
Top Performing WAGOX Alternatives (YTD)
WAGOX is at 4.80% YTD. There are 201 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | WAGOX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | WAGOX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | WAGOX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | WAGOX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | WAGOX vs PRGSX |
Lowest Volatility Alternatives to WAGOX
WAGOX has 15.37% 1-year volatility. There are 181 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | WAGOX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | WAGOX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | WAGOX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | WAGOX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | Jan 2016 | WAGOX vs SGMAX |
Lowest Drawdown Alternatives to WAGOX
WAGOX has a 1-year max drawdown of -17.09%. There are 226 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 | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | WAGOX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | WAGOX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | WAGOX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | WAGOX vs LVAFX |
Other Mutual Funds from Wasatch
The 10 most viewed Wasatch mutual funds shown here include WGROX, WAINX, WAMCX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wasatch Core Growth Fund | Small Cap Growth Equities | 3 | 3.76% | — | Dec 1986 | WAGOX vs WGROX | |
| Wasatch Emerging India Fund | Asia Pacific Equities | 1 | -10.58% | — | Apr 2011 | WAGOX vs WAINX | |
| Wasatch Ultra Growth Fund | Small Cap Growth Equities | 12 | 7.13% | — | Aug 1992 | WAGOX vs WAMCX | |
| Wasatch Micro Cap Fund | Small Cap Growth Equities | 32 | 13.73% | — | Jun 1995 | WAGOX vs WMICX | |
| Wasatch Micro Cap Value Fund | Small Cap Growth Equities | 33 | 13.63% | — | Jul 2003 | WAGOX vs WAMVX | |
| Wasatch Small Cap Growth Fund | Small Cap Growth Equities | 2 | -1.44% | — | Dec 1986 | WAGOX vs WAAEX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 89 | 13.17% | — | Sep 1996 | WAGOX vs FMIEX | |
| Wasatch Emerging Markets Small Cap Fund | Emerging Markets Diversified | 61 | 24.12% | — | Sep 2007 | WAGOX vs WAEMX | |
| Wasatch Emerging Markets Select Fund | Emerging Markets Diversified | 9 | 6.04% | — | Dec 2012 | WAGOX vs WAESX | |
| Wasatch Small Cap Value Fund | Small Cap Blend Equities | 11 | 8.71% | — | Dec 1997 | WAGOX vs WMCVX |
Often Compared With WAGOX
Investors most often compare WAGOX with VIOO, WAFMX, GLIFX. These 15 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