Virtus International Small-Cap Fund (ALOIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ALOIX
ALOIX charges 1.04% annually. Among mutual funds in the Foreign Small & Mid Cap Equities category, these options have the lowest expense ratios among ALOIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | Dec 3, 2009 | ALOIX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | Jun 25, 2021 | ALOIX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | Apr 2, 2009 | ALOIX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | Feb 7, 2019 | ALOIX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | Aug 13, 2008 | ALOIX vs DFVQX |
Best Risk-Adjusted Alternatives to ALOIX
Among mutual funds in the Foreign Small & Mid Cap Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Kopernik Global All-Cap Fund | 97 | Oct 31, 2013 | ALOIX vs KGGIX | |
| Kopernik Global All-Cap Fund Class A | 97 | Nov 1, 2013 | ALOIX vs KGGAX | |
| Hood River International Opportunity Fund | 97 | Sep 27, 2021 | ALOIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 97 | Aug 11, 2023 | ALOIX vs HRIIX | |
| Avantis International Small Cap Value Fund | 94 | Dec 3, 2019 | ALOIX vs AVDVX |
Top Performing ALOIX Alternatives (YTD)
ALOIX alternatives from the Foreign Small & Mid Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 7.56% | Jun 29, 2014 | ALOIX vs YASLX | |
| Hood River International Opportunity Fund | 6.18% | Sep 27, 2021 | ALOIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 6.14% | Aug 11, 2023 | ALOIX vs HRIIX | |
| Kopernik Global All-Cap Fund | 4.70% | Oct 31, 2013 | ALOIX vs KGGIX | |
| Kopernik Global All-Cap Fund Class A | 4.60% | Nov 1, 2013 | ALOIX vs KGGAX |
Lowest Volatility Alternatives to ALOIX
ALOIX alternatives from the Foreign Small & Mid Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS International New Discovery Fund Class R6 | 12.10% | Jun 1, 2012 | ALOIX vs MIDLX | |
| MFS International New Discovery Fund | 12.11% | Oct 8, 1997 | ALOIX vs MWNIX | |
| AMG Yacktman Special Opportunities Fund | 12.99% | Jun 29, 2014 | ALOIX vs YASLX | |
| Artisan International Explorer Fund | 13.06% | May 15, 2022 | ALOIX vs ARHBX | |
| Harding Loevner International Small Companies Port... | 13.26% | Mar 25, 2007 | ALOIX vs HLMSX |
Lowest Drawdown Alternatives to ALOIX
ALOIX alternatives from the Foreign Small & Mid Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | May 15, 2022 | ALOIX vs ARHBX | |
| William Blair International Small Cap Growth Fund | -10.09% | Oct 31, 2005 | ALOIX vs WISIX | |
| Artisan International Small-Mid Fund | -10.10% | Dec 20, 2001 | ALOIX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | Jun 29, 2014 | ALOIX vs YASLX | |
| Grandeur Peak International Stalwarts Fund | -10.42% | Aug 31, 2015 | ALOIX vs GISOX |
Other Mutual Funds from Allianz
Most popular Allianz mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 40 | -14.68% | Dec 26, 1995 | ALOIX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 91 | -0.19% | Apr 18, 1993 | ALOIX vs ANNPX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 57 | -3.69% | Feb 27, 2007 | ALOIX vs AZNIX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 13 | -2.47% | May 8, 2000 | ALOIX vs ANVIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 33 | -8.21% | Nov 6, 1979 | ALOIX vs DRMCX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 24 | -14.13% | Feb 24, 1984 | ALOIX vs PGWCX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 85 | -0.96% | Oct 3, 2011 | ALOIX vs ASHIX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 48 | -0.89% | Jul 1, 2013 | ALOIX vs AZBIX | |
| Virtus NFJ Dividend Value Fund | Large Cap Value Equities | 26 | 1.08% | May 8, 2000 | ALOIX vs NFJEX | |
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Diversified | 72 | 0.40% | Dec 17, 2012 | ALOIX vs AZMIX |
Often Compared With ALOIX
What investors most often compare with ALOIX, 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.