Virtus International Small-Cap Fund (ALOIX) 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 ALOIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ALOIX
ALOIX charges 1.04% annually. There are 37 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 | ALOIX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | ALOIX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | ALOIX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 14.30B | Feb 2019 | ALOIX vs VFSAX | |
| Avantis International Small Cap Value Fund | 0.36% | — | Dec 2019 | ALOIX vs AVDVX |
Best Risk-Adjusted Alternatives to ALOIX
ALOIX has a PortfoliosLab risk / return rank of 84. There are 3 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 96 | — | Sep 2021 | ALOIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 96 | — | Aug 2023 | ALOIX vs HRIIX | |
| Avantis International Small Cap Value Fund Class G | 84 | — | Jan 2021 | ALOIX vs AVANX | |
| Avantis International Small Cap Value Fund | 84 | — | Dec 2019 | ALOIX vs AVDVX | |
| DFA World ex U.S. Targeted Value Portfolio | 79 | — | Oct 2012 | ALOIX vs DWUSX |
Top Performing ALOIX Alternatives (YTD)
ALOIX is at 14.99% YTD. There are 15 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 49.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 49.59% | — | Sep 2021 | ALOIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 49.49% | — | Aug 2023 | ALOIX vs HRIIX | |
| Calamos International Small Cap Growth Fund | 34.54% | — | Mar 2022 | ALOIX vs CSGIX | |
| Lazard International Small Cap Equity Portfolio | 30.69% | — | Nov 1993 | ALOIX vs LZISX | |
| Artisan International Explorer Fund | 24.31% | — | May 2022 | ALOIX vs ARHBX |
Lowest Volatility Alternatives to ALOIX
ALOIX has 13.16% 1-year volatility. There are 17 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 | ALOIX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 11.91% | — | Jun 2012 | ALOIX vs MIDLX | |
| MFS International New Discovery Fund | 11.93% | — | Oct 1997 | ALOIX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.33% | — | Mar 2007 | ALOIX vs HLMSX | |
| Brandes International Small Cap Equity Fund | 12.57% | — | Jan 2012 | ALOIX vs BISAX |
Lowest Drawdown Alternatives to ALOIX
ALOIX has a 1-year max drawdown of -10.07%. There are 2 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 | ALOIX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | ALOIX vs WCMSX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | ALOIX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | ALOIX vs WISIX | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | ALOIX vs ARTJX |
Other Mutual Funds from Allianz
The 10 most viewed Allianz mutual funds shown here include DRGTX, ANNPX, AZNIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 53 | 26.58% | — | Dec 1995 | ALOIX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 92 | 22.00% | — | Apr 1993 | ALOIX vs ANNPX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 73 | 10.20% | — | Feb 2007 | ALOIX vs AZNIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 19 | 14.57% | — | Nov 1979 | ALOIX vs DRMCX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 74 | 21.60% | — | Jul 2013 | ALOIX vs AZBIX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 15 | 1.15% | — | Feb 1984 | ALOIX vs PGWCX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 45 | 13.47% | — | May 2000 | ALOIX vs ANVIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 76 | 1.53% | — | Oct 2011 | ALOIX vs ASHIX | |
| Virtus Health Sciences Fund | Health & Biotech Equities | 5 | -8.49% | — | Feb 2002 | ALOIX vs RAGHX | |
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Diversified | 78 | 28.24% | — | Dec 2012 | ALOIX vs AZMIX |
Often Compared With ALOIX
Investors most often compare ALOIX with IEGAX, VOOG, VUG. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare ALOIX with Any Fund or Stock
Compare ALOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ALOIX with funds that move differently
Virtus International Small-Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ALOIX.
Explore ALOIX Diversifiers