Wasatch Global Opportunities Fund (WAGOX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to WAGOX
WAGOX charges 1.50% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among WAGOX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | WAGOX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | WAGOX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | WAGOX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | WAGOX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | WAGOX vs VMNVX |
Best Risk-Adjusted Alternatives to WAGOX
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 | WAGOX vs VGPMX | |
| Artisan Global Equity Fund | 94 | Mar 28, 2010 | WAGOX vs ARTHX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | WAGOX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | WAGOX vs GCCHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | WAGOX vs GLIFX |
Top Performing WAGOX Alternatives (YTD)
WAGOX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | WAGOX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | WAGOX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | WAGOX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | WAGOX vs CSUAX | |
| Vanguard Global Capital Cycles Fund | 7.85% | May 23, 1984 | WAGOX vs VGPMX |
Lowest Volatility Alternatives to WAGOX
WAGOX 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 | 8.85% | Sep 4, 1990 | WAGOX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.06% | Dec 12, 2013 | WAGOX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.09% | Dec 12, 2013 | WAGOX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | WAGOX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.73% | — | WAGOX vs GLIFX |
Lowest Drawdown Alternatives to WAGOX
WAGOX 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 | WAGOX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | WAGOX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | WAGOX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | WAGOX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | WAGOX vs FGIAX |
Other Mutual Funds from Wasatch
Most popular Wasatch mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Wasatch Core Growth Fund | Small Cap Growth Equities | 2 | -5.57% | Dec 8, 1986 | WAGOX vs WGROX | |
| Wasatch Emerging India Fund | Asia Pacific Equities | 0 | -18.99% | Apr 25, 2011 | WAGOX vs WAINX | |
| Wasatch Ultra Growth Fund | Small Cap Growth Equities | 5 | -12.13% | Aug 17, 1992 | WAGOX vs WAMCX | |
| Wasatch Micro Cap Fund | Small Cap Growth Equities | 39 | -6.11% | Jun 19, 1995 | WAGOX vs WMICX | |
| Wasatch Small Cap Growth Fund | Small Cap Growth Equities | 3 | -10.54% | Dec 8, 1986 | WAGOX vs WAAEX | |
| Wasatch Micro Cap Value Fund | Small Cap Growth Equities | 34 | -4.87% | Jul 28, 2003 | WAGOX vs WAMVX | |
| Wasatch Emerging Markets Select Fund | Emerging Markets Diversified | 8 | -8.40% | Dec 12, 2012 | WAGOX vs WAESX | |
| Wasatch Small Cap Value Fund | Small Cap Blend Equities | 10 | -1.67% | Dec 17, 1997 | WAGOX vs WMCVX | |
| Wasatch Emerging Markets Small Cap Fund | Emerging Markets Diversified | 67 | 2.94% | Sep 30, 2007 | WAGOX vs WAEMX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | WAGOX vs FMIEX |
Often Compared With WAGOX
What investors most often compare with WAGOX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P Small-Cap 600 ETF | Small Cap Blend Equities | 52 | 4.04% | Sep 7, 2010 | WAGOX vs VIOO | |
| JPMorgan Global Allocation Fund A | Global Equities | 30 | -5.28% | May 31, 2011 | WAGOX vs GAOAX | |
| Wasatch Frontier Emerging Small Countries Fund | Emerging Markets Diversified | 3 | -5.83% | Jan 30, 2012 | WAGOX vs WAFMX |
Compare WAGOX with Any Fund or Stock
Compare WAGOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.