Vaughan Nelson Emerging Markets Opportunities Fund (ADVMX) belongs to the Emerging Markets Diversified 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 83 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | ADVMX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | ADVMX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | ADVMX vs EMPTX |
Best Risk-Adjusted Alternatives to ADVMX
ADVMX has a PortfoliosLab risk / return rank of 79. There are 118 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Templeton SMACS: Series EM | 98 | — | Nov 2021 | ADVMX vs FQEMX | |
| Delaware Emerging Markets Fund | 98 | — | Jun 1996 | ADVMX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 98 | — | Jan 2018 | ADVMX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 97 | — | Oct 2021 | ADVMX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 96 | — | Jan 2019 | ADVMX vs LVAZX |
Top Performing ADVMX Alternatives (YTD)
ADVMX is at 14.22% YTD. There are 150 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 107.71%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 107.71% | — | Jun 1996 | ADVMX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 90.31% | — | Nov 2021 | ADVMX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 66.92% | — | Jan 2018 | ADVMX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 56.32% | — | Oct 2021 | ADVMX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 47.70% | — | Jan 1994 | ADVMX vs GTDDX |
Lowest Volatility Alternatives to ADVMX
ADVMX has 19.37% 1-year volatility. There are 134 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | 10.35% | — | Dec 2020 | ADVMX vs BADEX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.05% | — | Dec 2013 | ADVMX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.28% | — | Dec 2016 | ADVMX vs GQGPX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 11.56% | — | Oct 2011 | ADVMX vs ESCIX | |
| Parametric Emerging Markets Fund | 11.58% | — | Jun 2006 | ADVMX vs EAEMX |
Lowest Drawdown Alternatives to ADVMX
ADVMX has a 1-year max drawdown of -11.40%. There are 30 mutual funds in the Emerging Markets Diversified 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 | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | ADVMX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | ADVMX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | ADVMX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | ADVMX vs GQGPX |
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 Small Cap Fund | Foreign Small & Mid Cap Equities | 60 | 14.08% | — | Dec 2013 | ADVMX vs ADVLX |
Often Compared With ADVMX
Investors most often compare ADVMX with DODEX, SMQFX, EITEX. These 10 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 Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ADVMX.
Explore ADVMX Diversifiers