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 | |
| Avantis International Small Cap Value Fund | 0.36% | — | Dec 2019 | ADVLX vs AVDVX |
Best Risk-Adjusted Alternatives to ADVLX
ADVLX has a PortfoliosLab risk / return rank of 63. There are 10 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 95 | — | Sep 2021 | ADVLX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 95 | — | Aug 2023 | ADVLX vs HRIIX | |
| Avantis International Small Cap Value Fund Class G | 82 | — | Jan 2021 | ADVLX vs AVANX | |
| Virtus International Small-Cap Fund | 81 | — | Dec 1997 | ADVLX vs ALOIX | |
| Avantis International Small Cap Value Fund | 81 | — | Dec 2019 | ADVLX vs AVDVX |
Top Performing ADVLX Alternatives (YTD)
ADVLX is at 13.92% YTD. There are 22 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 47.70%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 47.70% | — | Sep 2021 | ADVLX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 47.59% | — | Aug 2023 | ADVLX vs HRIIX | |
| Calamos International Small Cap Growth Fund | 32.95% | — | Mar 2022 | ADVLX vs CSGIX | |
| Lazard International Small Cap Equity Portfolio | 30.03% | — | Nov 1993 | ADVLX vs LZISX | |
| Artisan International Explorer Fund | 22.47% | — | May 2022 | ADVLX vs ARHBX |
Lowest Volatility Alternatives to ADVLX
ADVLX has 18.92% 1-year volatility. There are 92 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.18% | — | Jun 2014 | ADVLX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 11.90% | — | Jun 2012 | ADVLX vs MIDLX | |
| MFS International New Discovery Fund | 11.93% | — | Oct 1997 | ADVLX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.33% | — | Mar 2007 | ADVLX vs HLMSX | |
| Brandes International Small Cap Equity Fund | 12.51% | — | Jan 2012 | ADVLX vs BISAX |
Lowest Drawdown Alternatives to ADVLX
ADVLX has a 1-year max drawdown of -12.60%. There are 64 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 | 81 | 16.34% | — | Oct 2013 | ADVLX vs ADVMX |
Often Compared With ADVLX
Investors most often compare ADVLX with KGGAX, DFVQX, 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 | 48 | 4.80% | — | Nov 2013 | ADVLX vs KGGAX | |
| DFA International Vector Equity Portfolio | Foreign Small & Mid Cap Equities | 57 | 11.02% | — | Aug 2008 | ADVLX vs DFVQX | |
| Kopernik Global All-Cap Fund | Foreign Small & Mid Cap Equities | 49 | 4.96% | — | Oct 2013 | ADVLX vs KGGIX | |
| Grandeur Peak International Stalwarts Fund | Foreign Small & Mid Cap Equities | 20 | 20.69% | — | Aug 2015 | ADVLX vs GISOX | |
| Fidelity Advisor International Small Cap Fund Clas... | Foreign Small & Mid Cap Equities | 31 | 11.35% | — | Oct 2018 | ADVLX vs FIQIX | |
| Fidelity Advisor International Small Cap Fund Clas... | Foreign Small & Mid Cap Equities | 29 | 11.01% | — | May 2003 | ADVLX vs FTISX | |
| Brandes International Small Cap Equity Fund Class ... | Foreign Small & Mid Cap Equities | 11 | -1.26% | — | Feb 2012 | ADVLX vs BISMX |
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