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 a closer substitute for your current allocation.
Cheapest Alternatives to AZMIX
AZMIX charges 0.89% annually. There are 41 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | AZMIX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | AZMIX vs FERGX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | AZMIX vs SSKEX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | AZMIX vs FCEEX | |
| TIAA-CREF Emerging Markets Equity Index Fund | 0.19% | — | Aug 2010 | AZMIX vs TEQLX |
Best Risk-Adjusted Alternatives to AZMIX
AZMIX has a PortfoliosLab risk / return rank of 55. There are 120 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 94 | — | Jun 1996 | AZMIX vs DEMIX | |
| Lazard Emerging Markets Equity Portfolio | 93 | — | Jul 1994 | AZMIX vs LZEMX | |
| Franklin Templeton SMACS: Series EM | 92 | — | Nov 2021 | AZMIX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 91 | — | Oct 2021 | AZMIX vs GMAQX | |
| Dodge & Cox Emerging Markets Stock Fund | 90 | — | May 2021 | AZMIX vs DODEX |
Top Performing AZMIX Alternatives (YTD)
AZMIX is at 16.78% YTD. There are 109 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 85.88%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 85.88% | — | Jun 1996 | AZMIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 58.63% | — | Nov 2021 | AZMIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 42.32% | — | Jan 2018 | AZMIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 41.31% | — | Oct 2021 | AZMIX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 35.80% | — | Jan 1994 | AZMIX vs GTDDX |
Lowest Volatility Alternatives to AZMIX
AZMIX has 22.35% 1-year volatility. There are 112 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 10.56% | — | Oct 2011 | AZMIX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.42% | — | Dec 2016 | AZMIX vs GQGPX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.69% | — | Dec 2013 | AZMIX vs VIESX | |
| The Cook & Bynum Fund | 11.79% | — | Jun 2009 | AZMIX vs COBYX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.20% | — | Nov 2013 | AZMIX vs EFEIX |
Lowest Drawdown Alternatives to AZMIX
AZMIX has a 1-year max drawdown of -12.58%. There are 53 mutual funds in the Emerging Markets Diversified 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 | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | AZMIX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | AZMIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | AZMIX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | AZMIX vs GQGPX |
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 | 23.52% | — | Dec 1995 | AZMIX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 85 | 15.98% | — | Apr 1993 | AZMIX vs ANNPX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 10 | 0.94% | — | Feb 1984 | AZMIX vs PGWCX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 58 | 8.02% | — | Feb 2007 | AZMIX vs AZNIX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 83 | 12.92% | — | Dec 1997 | AZMIX vs ALOIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 17 | 12.73% | — | Nov 1979 | AZMIX vs DRMCX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 76 | 19.85% | — | Jul 2013 | AZMIX vs AZBIX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 53 | 16.93% | — | May 2000 | AZMIX vs ANVIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 85 | 1.90% | — | Oct 2011 | AZMIX vs ASHIX | |
| Virtus Health Sciences Fund | Health & Biotech Equities | 11 | -1.31% | — | Feb 2002 | AZMIX vs RAGHX |
Often Compared With AZMIX
Investors most often compare AZMIX with CEMFX, DGSCX, AWTAX. These 18 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