Ninety One Global Franchise Fund (ZGFIX) Alternatives
Ninety One Global Franchise Fund (ZGFIX) 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 ZGFIX. 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 ZGFIX
ZGFIX charges 0.85% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among ZGFIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | ZGFIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | ZGFIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | ZGFIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | ZGFIX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | ZGFIX vs VMNVX |
Best Risk-Adjusted Alternatives to ZGFIX
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 | 97 | May 23, 1984 | ZGFIX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | ZGFIX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | ZGFIX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | ZGFIX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | ZGFIX vs GLIFX |
Top Performing ZGFIX Alternatives (YTD)
ZGFIX 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 | ZGFIX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | ZGFIX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | ZGFIX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | ZGFIX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | ZGFIX vs GQRIX |
Lowest Volatility Alternatives to ZGFIX
ZGFIX 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 | ZGFIX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | ZGFIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | ZGFIX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | ZGFIX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | ZGFIX vs GLIFX |
Lowest Drawdown Alternatives to ZGFIX
ZGFIX 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 | ZGFIX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | ZGFIX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | ZGFIX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | ZGFIX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | ZGFIX vs FGIAX |
Other Mutual Funds from Ninety One
Most popular Ninety One mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Ninety One Emerging Markets Equity Fund | Emerging Markets Diversified | 89 | 2.82% | Nov 27, 2018 | ZGFIX vs ZEMIX |
Often Compared With ZGFIX
What investors most often compare with ZGFIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| BNY Mellon Worldwide Growth Fund | Global Equities | 15 | -9.33% | Jul 14, 1993 | ZGFIX vs PGROX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 68 | -2.92% | Dec 24, 2003 | ZGFIX vs DGEIX | |
| Global X NASDAQ 100 Covered Call ETF | Derivative Income | 72 | 0.02% | Dec 12, 2013 | ZGFIX vs QYLD | |
| Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 46 | -10.59% | Dec 11, 2009 | ZGFIX vs SCHG | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | ZGFIX vs SCHD | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | ZGFIX vs FMIEX | |
| JPMorgan Global Allocation Fund A | Global Equities | 30 | -5.28% | May 31, 2011 | ZGFIX vs GAOAX |
Compare ZGFIX with Any Fund or Stock
Compare ZGFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.