Vaughan Nelson International Small Cap Fund (ADVLX) belongs to the Foreign Small & Mid Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ADVLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ADVLX
ADVLX charges 0.99% annually. There are 23 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | ADVLX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | ADVLX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | ADVLX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 14.30B | Feb 2019 | ADVLX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | — | Aug 2008 | ADVLX vs DFVQX |
Best Risk-Adjusted Alternatives to ADVLX
ADVLX has a PortfoliosLab risk / return rank of 51. There are 11 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund Investor... | 91 | — | Aug 2023 | ADVLX vs HRIIX | |
| Hood River International Opportunity Fund | 90 | — | Sep 2021 | ADVLX vs HRIOX | |
| Virtus International Small-Cap Fund | 81 | — | Dec 1997 | ADVLX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 73 | — | Jan 2021 | ADVLX vs AVANX | |
| Avantis International Small Cap Value Fund Institu... | 71 | — | Dec 2019 | ADVLX vs AVDVX |
Top Performing ADVLX Alternatives (YTD)
ADVLX is at 11.14% YTD. There are 23 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 34.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund Investor... | 34.37% | — | Aug 2023 | ADVLX vs HRIIX | |
| Hood River International Opportunity Fund | 33.50% | — | Sep 2021 | ADVLX vs HRIOX | |
| Lazard International Small Cap Equity Portfolio | 25.02% | — | Nov 1993 | ADVLX vs LZISX | |
| Calamos International Small Cap Growth Fund | 22.94% | — | Mar 2022 | ADVLX vs CSGIX | |
| Artisan International Explorer Fund | 20.55% | — | May 2022 | ADVLX vs ARHBX |
Lowest Volatility Alternatives to ADVLX
ADVLX has 18.98% 1-year volatility. There are 91 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.14% | — | Jun 2014 | ADVLX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.30% | — | Jun 2012 | ADVLX vs MIDLX | |
| MFS International New Discovery Fund | 12.33% | — | Oct 1997 | ADVLX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.47% | — | Mar 2007 | ADVLX vs HLMSX | |
| Brandes International Small Cap Equity Fund Class ... | 12.71% | — | Feb 2012 | ADVLX vs BISMX |
Lowest Drawdown Alternatives to ADVLX
ADVLX has a 1-year max drawdown of -12.60%. There are 62 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | ADVLX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | ADVLX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | ADVLX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | ADVLX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | ADVLX vs WISIX |
Other Mutual Funds from Vaughan Nelson
The 1 most viewed Vaughan Nelson mutual funds shown here include ADVMX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vaughan Nelson Emerging Markets Opportunities Fund | Emerging Markets Diversified | 78 | 13.13% | — | Oct 2013 | ADVLX vs ADVMX |
Often Compared With ADVLX
Investors most often compare ADVLX with KGGAX, GISOX, KGGIX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Kopernik Global All-Cap Fund Class A | Foreign Small & Mid Cap Equities | 31 | 1.15% | — | Nov 2013 | ADVLX vs KGGAX | |
| Grandeur Peak International Stalwarts Fund | Foreign Small & Mid Cap Equities | 10 | 13.13% | — | Aug 2015 | ADVLX vs GISOX | |
| Kopernik Global All-Cap Fund | Foreign Small & Mid Cap Equities | 31 | 1.29% | — | Oct 2013 | ADVLX vs KGGIX | |
| Fidelity Advisor International Small Cap Fund Clas... | Foreign Small & Mid Cap Equities | 22 | 8.30% | — | Oct 2018 | ADVLX vs FIQIX | |
| Fidelity Advisor International Small Cap Fund Clas... | Foreign Small & Mid Cap Equities | 19 | 7.55% | — | May 2003 | ADVLX vs FTISX | |
| Brandes International Small Cap Equity Fund | Foreign Small & Mid Cap Equities | 10 | 0.71% | — | Jan 2012 | ADVLX vs BISAX | |
| Pear Tree Polaris International Opportunities Fund | Foreign Small & Mid Cap Equities | 41 | 17.45% | — | Jan 2019 | ADVLX vs QISIX |
Compare ADVLX with Any Fund or Stock
Compare ADVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ADVLX with funds that move differently
Vaughan Nelson International Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ADVLX.
Explore ADVLX Diversifiers