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 | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | AZMIX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | AZMIX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | AZMIX vs EMPTX |
Best Risk-Adjusted Alternatives to AZMIX
AZMIX has a PortfoliosLab risk / return rank of 78. There are 115 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 98 | — | Jun 1996 | AZMIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 98 | — | Nov 2021 | AZMIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 97 | — | Jan 2018 | AZMIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 96 | — | Oct 2021 | AZMIX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 96 | — | Jan 2019 | AZMIX vs LVAZX |
Top Performing AZMIX Alternatives (YTD)
AZMIX is at 28.24% YTD. There are 92 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 145.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 145.11% | — | Jun 1996 | AZMIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 92.59% | — | Nov 2021 | AZMIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 72.12% | — | Jan 2018 | AZMIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 53.39% | — | Oct 2021 | AZMIX vs GMAQX | |
| abrdn Emerging Markets ex-China Fund | 49.19% | — | Aug 2000 | AZMIX vs GLLSX |
Lowest Volatility Alternatives to AZMIX
AZMIX has 21.08% 1-year volatility. There are 119 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 11.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 11.24% | — | Oct 2011 | AZMIX vs ESCIX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.47% | — | Dec 2013 | AZMIX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | AZMIX vs GQGPX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | 11.61% | — | Dec 2020 | AZMIX vs BADEX | |
| The Cook & Bynum Fund | 11.91% | — | Jun 2009 | AZMIX vs COBYX |
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, AZNIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 53 | 26.58% | — | Dec 1995 | AZMIX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 92 | 22.00% | — | Apr 1993 | AZMIX vs ANNPX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 73 | 10.20% | — | Feb 2007 | AZMIX vs AZNIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 19 | 14.57% | — | Nov 1979 | AZMIX vs DRMCX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 74 | 21.60% | — | Jul 2013 | AZMIX vs AZBIX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 15 | 1.15% | — | Feb 1984 | AZMIX vs PGWCX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 84 | 14.99% | — | Dec 1997 | AZMIX vs ALOIX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 45 | 13.47% | — | May 2000 | AZMIX vs ANVIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 76 | 1.53% | — | Oct 2011 | AZMIX vs ASHIX | |
| Virtus Health Sciences Fund | Health & Biotech Equities | 5 | -8.49% | — | Feb 2002 | AZMIX vs RAGHX |
Often Compared With AZMIX
Investors most often compare AZMIX with CEMFX, DGSCX, AWTAX. 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