Wasatch Global Select Fund (WAGSX) 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 WAGSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WAGSX
WAGSX charges 1.35% annually. There are 215 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 | WAGSX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | WAGSX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | WAGSX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 90.20B | Feb 2019 | WAGSX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | WAGSX vs UCEQX |
Best Risk-Adjusted Alternatives to WAGSX
WAGSX has a PortfoliosLab risk / return rank of 2. There are 240 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | WAGSX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 93 | 3.90B | May 1984 | WAGSX vs VGPMX | |
| GMO Climate Change Fund | 91 | — | Apr 2017 | WAGSX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 91 | — | Dec 2005 | WAGSX vs EPSYX | |
| T. Rowe Price Global Technology Fund I Class | 91 | — | Nov 2016 | WAGSX vs PGTIX |
Top Performing WAGSX Alternatives (YTD)
WAGSX is at 1.14% YTD. There are 221 mutual funds in the Global Equities category with higher YTD returns, going as high as 43.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 43.00% | — | Nov 2016 | WAGSX vs PGTIX | |
| GMO Climate Change Fund | 27.68% | — | Apr 2017 | WAGSX vs GCCHX | |
| Oberweis Global Opportunities Fund | 27.35% | — | Jan 1987 | WAGSX vs OBEGX | |
| Ariel Global Fund | 24.96% | — | Dec 2011 | WAGSX vs AGLOX | |
| LSV Global Value Fund | 24.37% | — | Jun 2014 | WAGSX vs LVAGX |
Lowest Volatility Alternatives to WAGSX
WAGSX has 14.98% 1-year volatility. There are 171 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.82%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.82% | 2.00B | Dec 2013 | WAGSX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.84% | 2.00B | Dec 2013 | WAGSX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | WAGSX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.39% | — | Sep 1990 | WAGSX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.63% | — | Jan 2016 | WAGSX vs SGMAX |
Lowest Drawdown Alternatives to WAGSX
WAGSX has a 1-year max drawdown of -17.76%. 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 | WAGSX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | WAGSX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | WAGSX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | WAGSX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | WAGSX 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 | 2 | 2.95% | — | Dec 1986 | WAGSX vs WGROX | |
| Wasatch Emerging India Fund | Asia Pacific Equities | 1 | -10.58% | — | Apr 2011 | WAGSX vs WAINX | |
| Wasatch Ultra Growth Fund | Small Cap Growth Equities | 10 | 6.05% | — | Aug 1992 | WAGSX vs WAMCX | |
| Wasatch Micro Cap Fund | Small Cap Growth Equities | 27 | 12.57% | — | Jun 1995 | WAGSX vs WMICX | |
| Wasatch Micro Cap Value Fund | Small Cap Growth Equities | 29 | 12.65% | — | Jul 2003 | WAGSX vs WAMVX | |
| Wasatch Small Cap Growth Fund | Small Cap Growth Equities | 2 | -2.01% | — | Dec 1986 | WAGSX vs WAAEX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 87 | 12.45% | — | Sep 1996 | WAGSX vs FMIEX | |
| Wasatch Emerging Markets Small Cap Fund | Emerging Markets Diversified | 61 | 24.12% | — | Sep 2007 | WAGSX vs WAEMX | |
| Wasatch Emerging Markets Select Fund | Emerging Markets Diversified | 9 | 5.32% | — | Dec 2012 | WAGSX vs WAESX | |
| Wasatch Small Cap Value Fund | Small Cap Blend Equities | 9 | 8.15% | — | Dec 1997 | WAGSX vs WMCVX |
Often Compared With WAGSX
Investors most often compare WAGSX with VFINX, WAFMX, CSUAX. These 15 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare WAGSX with Any Fund or Stock
Compare WAGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WAGSX with funds that move differently
Wasatch Global Select Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WAGSX.
Explore WAGSX Diversifiers