Vaughan Nelson International 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% | 13.80B | 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 44. There are 31 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus International Small-Cap Fund | 88 | — | Dec 1997 | ADVLX vs ALOIX | |
| Avantis International Small Cap Value Fund Institu... | 85 | — | Dec 2019 | ADVLX vs AVDVX | |
| Avantis International Small Cap Value Fund Class G | 85 | — | Jan 2021 | ADVLX vs AVANX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 83 | — | Jun 2020 | ADVLX vs HWTIX | |
| RBB Free Market International Equity Fund | 82 | — | Dec 2007 | ADVLX vs FMNEX |
Top Performing ADVLX Alternatives (YTD)
ADVLX is at 6.99% YTD. There are 58 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 24.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | 24.77% | — | May 2022 | ADVLX vs ARHBX | |
| Hood River International Opportunity Fund | 19.05% | — | Sep 2021 | ADVLX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 18.99% | — | Aug 2023 | ADVLX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 18.32% | — | Nov 1993 | ADVLX vs LZISX | |
| AMG Yacktman Special Opportunities Fund | 17.51% | — | Jun 2014 | ADVLX vs YASLX |
Lowest Volatility Alternatives to ADVLX
ADVLX has 20.05% 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 | 12.47% | — | Jun 2012 | ADVLX vs MIDLX | |
| MFS International New Discovery Fund | 12.50% | — | Oct 1997 | ADVLX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.64% | — | Mar 2007 | ADVLX vs HLMSX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | 12.83% | — | Apr 2008 | ADVLX vs QUSIX |
Lowest Drawdown Alternatives to ADVLX
ADVLX has a 1-year max drawdown of -12.60%. There are 60 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 | |
| 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 | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | ADVLX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | — | Jun 2014 | ADVLX vs YASLX |
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 Fund | Emerging Markets Equities | 55 | 4.45% | — | Oct 2013 | ADVLX vs ADVMX |
Often Compared With ADVLX
Investors most often compare ADVLX with WISIX, WCMSX, KGGAX. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.
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 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ADVLX.
Explore ADVLX Diversifiers