ADVMX Alternatives & Similar Mutual Funds

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
FPADX	Fidelity Emerging Markets Index Fund	0.08%	—	Sep 2011	ADVMX vs FPADX
FERGX	Fidelity SAI Emerging Markets Index Fund	0.08%	—	Jan 2016	ADVMX vs FERGX
FCEEX	Franklin Emerging Market Core Equity (IU) Fund Adv...	0.17%	—	Jul 2019	ADVMX vs FCEEX
SSKEX	State Street Emerging Markets Equity Index Fund	0.17%	—	Dec 2015	ADVMX vs SSKEX
EMPTX	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 56 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	95	—	Jun 1996	ADVMX vs DEMIX
FQEMX	Franklin Templeton SMACS: Series EM	94	—	Nov 2021	ADVMX vs FQEMX
LZEMX	Lazard Emerging Markets Equity Portfolio	94	—	Jul 1994	ADVMX vs LZEMX
LCSMX	Martin Currie SMA-Shares Series EM Fund	93	—	Jan 2018	ADVMX vs LCSMX
GMAQX	GMO Emerging Markets ex-China Fund	93	—	Oct 2021	ADVMX vs GMAQX

Top Performing ADVMX Alternatives (YTD)

ADVMX is at 12.98% YTD. There are 147 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 105.52%.

Symbol	Name	YTD Return	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	105.52%	—	Jun 1996	ADVMX vs DEMIX
FQEMX	Franklin Templeton SMACS: Series EM	69.03%	—	Nov 2021	ADVMX vs FQEMX
LCSMX	Martin Currie SMA-Shares Series EM Fund	52.25%	—	Jan 2018	ADVMX vs LCSMX
GMAQX	GMO Emerging Markets ex-China Fund	45.00%	—	Oct 2021	ADVMX vs GMAQX
GTDDX	Invesco EQV Emerging Markets All Cap Fd	40.06%	—	Jan 1994	ADVMX vs GTDDX

Lowest Volatility Alternatives to ADVMX

ADVMX has 20.51% 1-year volatility. There are 81 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.53%.

Symbol	Name	Volatility 1Y	AUM	Inception
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	10.53%	—	Oct 2011	ADVMX vs ESCIX
GQGPX	GQG Partners Emerging Markets Equity Fund	11.41%	—	Dec 2016	ADVMX vs GQGPX
VIESX	Virtus KAR Emerging Markets Small-Cap Fund	11.62%	—	Dec 2013	ADVMX vs VIESX
COBYX	The Cook & Bynum Fund	11.79%	—	Jun 2009	ADVMX vs COBYX
EFEIX	Ashmore Emerging Markets Frontier Equity Fund	12.09%	—	Nov 2013	ADVMX vs EFEIX

Lowest Drawdown Alternatives to ADVMX

ADVMX has a 1-year max drawdown of -11.40%. There are 29 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
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	-5.70%	—	Oct 2011	ADVMX vs ESCIX
WAEMX	Wasatch Emerging Markets Small Cap Fund	-7.89%	—	Sep 2007	ADVMX vs WAEMX
BADEX	BlackRock Defensive Advantage Emerging Markets Fun...	-8.89%	—	Dec 2020	ADVMX vs BADEX
COBYX	The Cook & Bynum Fund	-8.95%	—	Jun 2009	ADVMX vs COBYX
GQGPX	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
ADVLX	Vaughan Nelson International Small Cap Fund	Foreign Small & Mid Cap Equities	54	11.39%	—	Dec 2013	ADVMX vs ADVLX

Often Compared With ADVMX

Investors most often compare ADVMX with DODEX, LVAZX, EITEX. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DODEX	Dodge & Cox Emerging Markets Stock Fund	Emerging Markets Diversified	92	24.32%	—	May 2021	ADVMX vs DODEX
LVAZX	LSV Emerging Markets Equity Fund	Emerging Markets Diversified	91	29.35%	—	Jan 2019	ADVMX vs LVAZX
EITEX	Parametric Tax-Managed Emerging Markets Fund	Emerging Markets Diversified	61	9.80%	—	Jun 1998	ADVMX vs EITEX
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Diversified	79	20.56%	—	Oct 2014	ADVMX vs SMQFX
HLFMX	Harding Loevner Frontier Emerging Markets Fund	Emerging Markets Diversified	20	5.94%	—	May 2008	ADVMX vs HLFMX
EAEMX	Parametric Emerging Markets Fund	Emerging Markets Diversified	59	9.77%	—	Jun 2006	ADVMX vs EAEMX
GLLSX	abrdn Emerging Markets ex-China Fund	Emerging Markets Diversified	89	38.06%	—	Aug 2000	ADVMX vs GLLSX
BEMIX	Brandes Emerging Markets Fund	Emerging Markets Diversified	89	21.56%	—	Jan 2011	ADVMX vs BEMIX
PDEZX	PGIM Jennison Emerging Markets Equity Opportunitie...	Emerging Markets Diversified	32	22.01%	—	Sep 2014	ADVMX vs PDEZX
TEQLX	TIAA-CREF Emerging Markets Equity Index Fund	Emerging Markets Diversified	74	22.86%	—	Aug 2010	ADVMX vs TEQLX
DRESX	Driehaus Emerging Markets Small Cap Growth Fund	Emerging Markets Diversified	49	14.03%	—	Aug 2011	ADVMX vs DRESX

Compare ADVMX with Any Fund or Stock

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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

Vaughan Nelson Emerging Markets Opportunities Fund (ADVMX) Alternatives