Baron Emerging Markets Fund (BEXIX) 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 BEXIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BEXIX
BEXIX charges 1.12% annually. There are 92 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 SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | BEXIX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | BEXIX vs FPADX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | BEXIX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | BEXIX vs SSKEX | |
| TIAA-CREF Emerging Markets Equity Index Fund | 0.19% | — | Aug 2010 | BEXIX vs TEQLX |
Best Risk-Adjusted Alternatives to BEXIX
BEXIX has a PortfoliosLab risk / return rank of 58. There are 144 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 | |
|---|---|---|---|---|---|
| Franklin Templeton SMACS: Series EM | 98 | — | Nov 2021 | BEXIX vs FQEMX | |
| Delaware Emerging Markets Fund | 98 | — | Jun 1996 | BEXIX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 98 | — | Jan 2018 | BEXIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 97 | — | Oct 2021 | BEXIX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 96 | — | Jan 2019 | BEXIX vs LVAZX |
Top Performing BEXIX Alternatives (YTD)
BEXIX is at 21.48% YTD. There are 124 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 112.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 112.69% | — | Jun 1996 | BEXIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 90.46% | — | Nov 2021 | BEXIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 67.30% | — | Jan 2018 | BEXIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 56.75% | — | Oct 2021 | BEXIX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 48.07% | — | Jan 1994 | BEXIX vs GTDDX |
Lowest Volatility Alternatives to BEXIX
BEXIX has 19.34% 1-year volatility. There are 130 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | 10.41% | — | Dec 2020 | BEXIX vs BADEX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.10% | — | Dec 2013 | BEXIX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.39% | — | Dec 2016 | BEXIX vs GQGPX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 11.53% | — | Oct 2011 | BEXIX vs ESCIX | |
| Parametric Emerging Markets Fund | 11.61% | — | Jun 2006 | BEXIX vs EAEMX |
Lowest Drawdown Alternatives to BEXIX
BEXIX has a 1-year max drawdown of -13.32%. There are 92 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 | BEXIX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | BEXIX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | BEXIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | BEXIX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | BEXIX vs GQGPX |
Other Mutual Funds from Baron Capital Group, Inc.
The 10 most viewed Baron Capital Group, Inc. mutual funds shown here include BPTRX, BFGFX, BIOPX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron Partners Fund | Large Cap Growth Equities | 32 | -1.17% | — | Apr 2003 | BEXIX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 22 | 0.47% | — | Jun 2008 | BEXIX vs BFGFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 27 | 9.78% | — | Feb 2000 | BEXIX vs BIOPX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -12.88% | — | Dec 1994 | BEXIX vs BGRFX | |
| Baron Asset Fund | Mid Cap Growth Equities | 3 | -4.46% | — | Jun 1987 | BEXIX vs BARAX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -12.81% | — | May 2009 | BEXIX vs BGRIX | |
| Baron Real Estate Income Fund | REIT | 19 | 8.04% | — | Dec 2017 | BEXIX vs BRIIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 2 | -3.70% | — | Sep 1997 | BEXIX vs BSCFX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 19 | 5.49% | — | Dec 2017 | BEXIX vs BDAIX | |
| Baron Real Estate Fund | REIT | 10 | 0.17% | — | Dec 2009 | BEXIX vs BREIX |
Often Compared With BEXIX
Investors most often compare BEXIX with VWO, SPEM, NFFFX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare BEXIX with Any Fund or Stock
Compare BEXIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BEXIX with funds that move differently
Baron Emerging Markets Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BEXIX.
Explore BEXIX Diversifiers