Virtus NFJ International Value Fund (ANJIX) belongs to the Foreign Large 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 ANJIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ANJIX
ANJIX charges 0.95% annually. There are 244 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | ANJIX vs FSOSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | ANJIX vs FSGEX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | ANJIX vs FIGSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | ANJIX vs FINVX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | ANJIX vs FHLFX |
Best Risk-Adjusted Alternatives to ANJIX
ANJIX has a PortfoliosLab risk / return rank of 67. There are 59 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 95 | — | Jul 1998 | ANJIX vs GTMIX | |
| SA International Value Fund | 93 | — | Aug 1999 | ANJIX vs SAHMX | |
| Touchstone International Equity Fund | 92 | — | Mar 1993 | ANJIX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 90 | — | Jun 2006 | ANJIX vs GIOTX | |
| DFA International Value III Portfolio | 89 | — | Feb 1995 | ANJIX vs DFVIX |
Top Performing ANJIX Alternatives (YTD)
ANJIX is at 13.91% YTD. There are 67 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 28.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 28.25% | — | Aug 1994 | ANJIX vs TIVFX | |
| Fidelity SAI International SMA Completion Fund | 24.09% | — | Apr 2019 | ANJIX vs FISZX | |
| Calamos International Growth Fund | 22.91% | — | Mar 2005 | ANJIX vs CIGIX | |
| Dunham International Stock Fund | 22.73% | — | Dec 2004 | ANJIX vs DCINX | |
| Lord Abbett International Growth Fund | 22.36% | — | Jun 2021 | ANJIX vs LIAGX |
Lowest Volatility Alternatives to ANJIX
ANJIX has 17.12% 1-year volatility. There are 310 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 8.26% | — | Nov 1997 | ANJIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 8.27% | — | Feb 2017 | ANJIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.28% | — | Sep 1996 | ANJIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class I | 8.28% | — | Jul 1995 | ANJIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.29% | — | Apr 1990 | ANJIX vs FAERX |
Lowest Drawdown Alternatives to ANJIX
ANJIX has a 1-year max drawdown of -9.19%. There are 29 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | ANJIX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | ANJIX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | ANJIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | ANJIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | ANJIX vs FAOAX |
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 | 46 | 25.16% | — | Dec 1995 | ANJIX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 83 | 16.03% | — | Apr 1993 | ANJIX vs ANNPX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 10 | 2.57% | — | Feb 1984 | ANJIX vs PGWCX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 58 | 8.43% | — | Feb 2007 | ANJIX vs AZNIX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 77 | 20.22% | — | Jul 2013 | ANJIX vs AZBIX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 87 | 14.99% | — | Dec 1997 | ANJIX vs ALOIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 15 | 12.73% | — | Nov 1979 | ANJIX vs DRMCX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 61 | 17.43% | — | May 2000 | ANJIX vs ANVIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 85 | 2.05% | — | Oct 2011 | ANJIX vs ASHIX | |
| Virtus Global Allocation Fund | Global Allocation | 80 | 9.20% | — | Sep 1998 | ANJIX vs PALAX |
Often Compared With ANJIX
Investors most often compare ANJIX with AZMIX, EPDIX, KGIIX. These 8 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Diversified | 54 | 19.63% | — | Dec 2012 | ANJIX vs AZMIX | |
| EuroPac International Dividend Income Fund | Foreign Large Cap Equities | 77 | 7.07% | — | Jan 2014 | ANJIX vs EPDIX | |
| Kopernik International Fund | Foreign Large Cap Equities | 34 | 1.98% | — | Jun 2015 | ANJIX vs KGIIX | |
| Virtus Health Sciences Fund | Health & Biotech Equities | 11 | -2.46% | — | Feb 2002 | ANJIX vs RAGHX | |
| EuroPac International Dividend Income Fund Class A | Foreign Large Cap Equities, Dividend | 76 | 6.86% | — | Jan 2014 | ANJIX vs EPDPX | |
| Thornburg Global Opportunities Fund | Foreign Large Cap Equities | 89 | 10.95% | — | Jul 2006 | ANJIX vs THOIX | |
| DFA World ex U.S. Value Portfolio Fund | Foreign Large Cap Equities | 86 | 15.21% | — | Aug 2010 | ANJIX vs DFWVX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 30 | 19.12% | — | May 2019 | ANJIX vs JIJIX |
Compare ANJIX with Any Fund or Stock
Compare ANJIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ANJIX with funds that move differently
Virtus NFJ International Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ANJIX.
Explore ANJIX Diversifiers