Vaughan Nelson Emerging Markets Fund (ADVMX) belongs to the Emerging Markets Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ADVMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ADVMX
ADVMX charges 1.10% annually. There are 108 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | ADVMX vs FEMSX | |
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | ADVMX vs FHKFX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | ADVMX vs VEMIX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | ADVMX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | ADVMX vs FERGX |
Best Risk-Adjusted Alternatives to ADVMX
ADVMX has a PortfoliosLab risk / return rank of 55. There are 127 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio | 94 | — | Jul 1994 | ADVMX vs LZEMX | |
| Lazard Emerging Markets Equity Portfolio Class R6 | 94 | — | — | ADVMX vs RLEMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 92 | — | Oct 2011 | ADVMX vs ESCIX | |
| Delaware Emerging Markets Fund | 91 | — | Jun 1996 | ADVMX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 91 | — | Jun 1996 | ADVMX vs DEMAX |
Top Performing ADVMX Alternatives (YTD)
ADVMX is at 4.45% YTD. There are 201 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 68.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 68.59% | — | Jun 1996 | ADVMX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 68.34% | — | Jun 1996 | ADVMX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 67.60% | — | Jun 1996 | ADVMX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 50.59% | — | Nov 2021 | ADVMX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 37.39% | — | Oct 2021 | ADVMX vs GMAQX |
Lowest Volatility Alternatives to ADVMX
ADVMX has 22.01% 1-year volatility. There are 106 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.88% | — | Dec 2016 | ADVMX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | ADVMX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | ADVMX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | ADVMX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | ADVMX vs FGKPX |
Lowest Drawdown Alternatives to ADVMX
ADVMX has a 1-year max drawdown of -14.01%. There are 112 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | ADVMX vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | ADVMX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | ADVMX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | ADVMX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | ADVMX vs COBYX |
Other Mutual Funds from Vaughan Nelson
The 1 most viewed Vaughan Nelson mutual funds shown here include ADVLX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vaughan Nelson International Fund | Foreign Small & Mid Cap Equities | 44 | 6.99% | — | Dec 2013 | ADVMX vs ADVLX |
Often Compared With ADVMX
Investors most often compare ADVMX with VIESX, DODEX, LCSMX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare ADVMX with Any Fund or Stock
Compare ADVMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ADVMX with funds that move differently
Vaughan Nelson Emerging Markets Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ADVMX.
Explore ADVMX Diversifiers