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% | 13.80B | Feb 2019 | ALOIX vs VFSAX | |
| Avantis International Small Cap Value Fund Institu... | 0.36% | — | Dec 2019 | ALOIX vs AVDVX |
Best Risk-Adjusted Alternatives to ALOIX
ALOIX has a PortfoliosLab risk / return rank of 88. No mutual funds in the Foreign Small & Mid Cap Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Avantis International Small Cap Value Fund Institu... | 85 | — | Dec 2019 | ALOIX vs AVDVX | |
| Avantis International Small Cap Value Fund Class G | 85 | — | Jan 2021 | ALOIX vs AVANX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 83 | — | Jun 2020 | ALOIX vs HWTIX | |
| RBB Free Market International Equity Fund | 82 | — | Dec 2007 | ALOIX vs FMNEX | |
| DFA International Vector Equity Portfolio | 80 | — | Aug 2008 | ALOIX vs DFVQX |
Top Performing ALOIX Alternatives (YTD)
ALOIX is at 14.50% YTD. There are 12 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 24.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | 24.77% | — | May 2022 | ALOIX vs ARHBX | |
| Hood River International Opportunity Fund | 19.05% | — | Sep 2021 | ALOIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 18.99% | — | Aug 2023 | ALOIX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 18.32% | — | Nov 1993 | ALOIX vs LZISX | |
| AMG Yacktman Special Opportunities Fund | 17.51% | — | Jun 2014 | ALOIX vs YASLX |
Lowest Volatility Alternatives to ALOIX
ALOIX has 13.99% 1-year volatility. There are 22 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 | 12.47% | — | Jun 2012 | ALOIX vs MIDLX | |
| MFS International New Discovery Fund | 12.50% | — | Oct 1997 | ALOIX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.64% | — | Mar 2007 | ALOIX vs HLMSX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | 12.83% | — | Apr 2008 | ALOIX vs QUSIX |
Lowest Drawdown Alternatives to ALOIX
ALOIX has a 1-year max drawdown of -10.07%. There is 1 mutual fund in the Foreign Small & Mid Cap Equities category with a shallower 1-year drawdown, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | ALOIX vs ARHBX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | ALOIX vs OPGIX | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | ALOIX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | — | Jun 2014 | ALOIX vs YASLX | |
| Pear Tree Polaris International Opportunities Fund | -10.48% | — | Jan 2019 | ALOIX vs QISIX |
Other Mutual Funds from Allianz
The 10 most viewed Allianz mutual funds shown here include DRGTX, ANNPX, PGWCX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 37 | 18.87% | — | Dec 1995 | ALOIX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 78 | 13.93% | — | Apr 1993 | ALOIX vs ANNPX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 8 | -1.71% | — | Feb 1984 | ALOIX vs PGWCX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 49 | 6.68% | — | Feb 2007 | ALOIX vs AZNIX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 79 | 19.77% | — | Jul 2013 | ALOIX vs AZBIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 13 | 10.05% | — | Nov 1979 | ALOIX vs DRMCX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 74 | 18.53% | — | May 2000 | ALOIX vs ANVIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 79 | 1.52% | — | Oct 2011 | ALOIX vs ASHIX | |
| Virtus Global Allocation Fund | Global Allocation | 78 | 8.37% | — | Sep 1998 | ALOIX vs PALAX | |
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Equities | 36 | 11.52% | — | Dec 2012 | ALOIX vs AZMIX |
Often Compared With ALOIX
Investors most often compare ALOIX with IEGAX, VOOG, CSGIX. These 20 comparison targets span 6 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