Virtus NFJ Emerging Markets Value Fund (AZMIX) Alternatives
Virtus NFJ Emerging Markets Value Fund (AZMIX) 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 AZMIX. 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 AZMIX
AZMIX charges 0.89% annually. Among mutual funds in the Emerging Markets Diversified category, these options have the lowest expense ratios among AZMIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Emerging Markets Index Fund | 0.08% | Jan 4, 2016 | AZMIX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | Sep 8, 2011 | AZMIX vs FPADX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | Jul 31, 2019 | AZMIX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | Dec 17, 2015 | AZMIX vs SSKEX | |
| TIAA-CREF Emerging Markets Equity Index Fund | 0.19% | Aug 30, 2010 | AZMIX vs TEQLX |
Best Risk-Adjusted Alternatives to AZMIX
Among mutual funds in the Emerging Markets Diversified 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 | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 97 | Jun 9, 1996 | AZMIX vs DEMIX | |
| Brandes Emerging Markets Fund | 97 | Jan 30, 2011 | AZMIX vs BEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 97 | Jan 9, 2018 | AZMIX vs LCSMX | |
| Lazard Emerging Markets Equity Portfolio | 97 | Jul 14, 1994 | AZMIX vs LZEMX | |
| Franklin Templeton SMACS: Series EM | 96 | Nov 21, 2021 | AZMIX vs FQEMX |
Top Performing AZMIX Alternatives (YTD)
AZMIX alternatives from the Emerging Markets Diversified category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 14.18% | Jun 9, 1996 | AZMIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 12.06% | Nov 21, 2021 | AZMIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 11.23% | Jan 9, 2018 | AZMIX vs LCSMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 8.91% | Oct 3, 2011 | AZMIX vs ESCIX | |
| abrdn Emerging Markets ex-China Fund | 8.83% | Aug 29, 2000 | AZMIX vs GLLSX |
Lowest Volatility Alternatives to AZMIX
AZMIX alternatives from the Emerging Markets Diversified category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | 10.29% | Dec 20, 2020 | AZMIX vs BADEX | |
| Harding Loevner Frontier Emerging Markets Fund | 12.03% | May 26, 2008 | AZMIX vs HLFMX | |
| Parametric Emerging Markets Fund | 12.17% | Jun 29, 2006 | AZMIX vs EAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | 12.36% | Jun 29, 1998 | AZMIX vs EITEX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.38% | Nov 3, 2013 | AZMIX vs EFEIX |
Lowest Drawdown Alternatives to AZMIX
AZMIX alternatives from the Emerging Markets Diversified category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | Dec 20, 2020 | AZMIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | Jun 30, 2009 | AZMIX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | Dec 27, 2016 | AZMIX vs GQGPX | |
| Wasatch Emerging Markets Small Cap Fund | -9.38% | Sep 30, 2007 | AZMIX vs WAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | -9.88% | Jun 29, 1998 | AZMIX vs EITEX |
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 | 55 | -10.77% | Dec 26, 1995 | AZMIX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 93 | 2.37% | Apr 18, 1993 | AZMIX vs ANNPX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 69 | -1.62% | Feb 27, 2007 | AZMIX vs AZNIX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 15 | -0.11% | May 8, 2000 | AZMIX vs ANVIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 47 | -4.36% | Nov 6, 1979 | AZMIX vs DRMCX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 35 | -10.48% | Feb 24, 1984 | AZMIX vs PGWCX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 96 | 6.02% | Dec 30, 1997 | AZMIX vs ALOIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 87 | -0.51% | Oct 3, 2011 | AZMIX vs ASHIX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 59 | 2.47% | Jul 1, 2013 | AZMIX vs AZBIX | |
| Virtus NFJ Dividend Value Fund | Large Cap Value Equities | 29 | 3.76% | May 8, 2000 | AZMIX vs NFJEX |
Often Compared With AZMIX
What investors most often compare with AZMIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Cullen Emerging Markets High Dividend Fund | Emerging Markets Diversified | 93 | 7.09% | Aug 30, 2012 | AZMIX vs CEMFX | |
| Templeton Emerging Markets Small Cap Fund | Emerging Markets Diversified | 35 | -1.25% | Oct 1, 2006 | AZMIX vs TEMZX |
Compare AZMIX with Any Fund or Stock
Compare AZMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.