Virtus NFJ Emerging Markets Value Fund (AZMIX) belongs to the Emerging Markets Equities 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 a closer substitute for your current allocation.
Cheapest Alternatives to AZMIX
AZMIX charges 0.89% annually. There are 57 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | AZMIX vs FEMSX | |
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | AZMIX vs FHKFX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | AZMIX vs VEMIX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | AZMIX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | AZMIX vs FPADX |
Best Risk-Adjusted Alternatives to AZMIX
AZMIX has a PortfoliosLab risk / return rank of 44. There are 168 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio Class R6 | 96 | — | — | AZMIX vs RLEMX | |
| Lazard Emerging Markets Equity Portfolio | 95 | — | Jul 1994 | AZMIX vs LZEMX | |
| Delaware Emerging Markets Fund | 92 | — | Jun 1996 | AZMIX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 92 | — | Jun 1996 | AZMIX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 92 | — | Jun 1996 | AZMIX vs DEMCX |
Top Performing AZMIX Alternatives (YTD)
AZMIX is at 15.92% YTD. There are 145 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 77.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 77.44% | — | Jun 1996 | AZMIX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 77.19% | — | Jun 1996 | AZMIX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 76.42% | — | Jun 1996 | AZMIX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 55.40% | — | Nov 2021 | AZMIX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 40.55% | — | Oct 2021 | AZMIX vs GMAQX |
Lowest Volatility Alternatives to AZMIX
AZMIX has 23.91% 1-year volatility. There are 150 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.86% | — | Dec 2016 | AZMIX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | AZMIX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | AZMIX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | AZMIX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | AZMIX vs FGKPX |
Lowest Drawdown Alternatives to AZMIX
AZMIX has a 1-year max drawdown of -16.01%. There are 172 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | AZMIX vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | AZMIX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | AZMIX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | AZMIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | AZMIX vs COBYX |
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 | 34 | 20.14% | — | Dec 1995 | AZMIX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 73 | 13.57% | — | Apr 1993 | AZMIX vs ANNPX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 8 | -0.24% | — | Feb 1984 | AZMIX vs PGWCX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 43 | 6.76% | — | Feb 2007 | AZMIX vs AZNIX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 77 | 19.04% | — | Jul 2013 | AZMIX vs AZBIX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 89 | 14.68% | — | Dec 1997 | AZMIX vs ALOIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 12 | 9.88% | — | Nov 1979 | AZMIX vs DRMCX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 75 | 18.95% | — | May 2000 | AZMIX vs ANVIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 74 | 1.52% | — | Oct 2011 | AZMIX vs ASHIX | |
| Virtus Global Allocation Fund | Global Allocation | 77 | 8.46% | — | Sep 1998 | AZMIX vs PALAX |
Often Compared With AZMIX
Investors most often compare AZMIX with CEMFX, DGSCX, NFJEX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare AZMIX with Any Fund or Stock
Compare AZMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AZMIX with funds that move differently
Virtus NFJ Emerging Markets Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AZMIX.
Explore AZMIX Diversifiers