Baron Emerging Markets Fund (BEXIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BEXIX
BEXIX charges 1.12% annually. Among mutual funds in the Emerging Markets Diversified category, these options have the lowest expense ratios among BEXIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Emerging Markets Index Fund | 0.08% | Jan 4, 2016 | BEXIX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | Sep 8, 2011 | BEXIX vs FPADX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | Jul 31, 2019 | BEXIX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | Dec 17, 2015 | BEXIX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | May 30, 2018 | BEXIX vs EMPTX |
Best Risk-Adjusted Alternatives to BEXIX
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 | BEXIX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 96 | Jan 9, 2018 | BEXIX vs LCSMX | |
| Lazard Emerging Markets Equity Portfolio | 96 | Jul 14, 1994 | BEXIX vs LZEMX | |
| Brandes Emerging Markets Fund | 96 | Jan 30, 2011 | BEXIX vs BEMIX | |
| Franklin Templeton SMACS: Series EM | 95 | Nov 21, 2021 | BEXIX vs FQEMX |
Top Performing BEXIX Alternatives (YTD)
BEXIX alternatives from the Emerging Markets Diversified category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 13.36% | Jun 9, 1996 | BEXIX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 9.17% | Jan 9, 2018 | BEXIX vs LCSMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 8.91% | Oct 3, 2011 | BEXIX vs ESCIX | |
| Franklin Templeton SMACS: Series EM | 8.67% | Nov 21, 2021 | BEXIX vs FQEMX | |
| Cullen Emerging Markets High Dividend Fund | 6.79% | Aug 30, 2012 | BEXIX vs CEMFX |
Lowest Volatility Alternatives to BEXIX
BEXIX 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... | 10.20% | Dec 20, 2020 | BEXIX vs BADEX | |
| Harding Loevner Frontier Emerging Markets Fund | 11.89% | May 26, 2008 | BEXIX vs HLFMX | |
| Parametric Emerging Markets Fund | 12.06% | Jun 29, 2006 | BEXIX vs EAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | 12.26% | Jun 29, 1998 | BEXIX vs EITEX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.26% | Nov 3, 2013 | BEXIX vs EFEIX |
Lowest Drawdown Alternatives to BEXIX
BEXIX 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 | BEXIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | Jun 30, 2009 | BEXIX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | Dec 27, 2016 | BEXIX vs GQGPX | |
| Wasatch Emerging Markets Small Cap Fund | -9.38% | Sep 30, 2007 | BEXIX vs WAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | -9.88% | Jun 29, 1998 | BEXIX vs EITEX |
Other Mutual Funds from Baron Capital Group, Inc.
Most popular Baron Capital Group, Inc. mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Baron Partners Fund | Large Cap Growth Equities | 81 | -7.34% | Apr 30, 2003 | BEXIX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 71 | -7.28% | Jun 30, 2008 | BEXIX vs BFGFX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -13.64% | Dec 30, 1994 | BEXIX vs BGRFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 39 | -12.09% | Feb 29, 2000 | BEXIX vs BIOPX | |
| Baron Asset Fund | Mid Cap Growth Equities | 8 | -9.35% | Jun 12, 1987 | BEXIX vs BARAX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 19 | -12.29% | Dec 29, 2017 | BEXIX vs BDAIX | |
| Baron Real Estate Fund | REIT | 10 | -7.81% | Dec 31, 2009 | BEXIX vs BREIX | |
| Baron Real Estate Income Fund | REIT | 13 | -0.64% | Dec 29, 2017 | BEXIX vs BRIIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | -10.87% | Sep 30, 1997 | BEXIX vs BSCFX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -13.60% | May 29, 2009 | BEXIX vs BGRIX |
Often Compared With BEXIX
What investors most often compare with BEXIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard FTSE Emerging Markets ETF | Emerging Markets Equities | 74 | 0.54% | Mar 4, 2005 | BEXIX vs VWO | |
| SPDR Portfolio Emerging Markets ETF | Emerging Markets Equities | 74 | 0.21% | Mar 19, 2007 | BEXIX vs SPEM | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | BEXIX vs VOO | |
| American Funds New World Fund | Emerging Markets Equities | 70 | -4.01% | Jun 17, 1999 | BEXIX vs NFFFX | |
| abrdn Emerging Markets ex-China Fund | Emerging Markets Diversified | 95 | 5.47% | Aug 29, 2000 | BEXIX vs GLLSX | |
| TIAA-CREF Emerging Markets Equity Index Fund | Emerging Markets Diversified | 83 | 0.14% | Aug 30, 2010 | BEXIX vs TEQLX |
Compare BEXIX with Any Fund or Stock
Compare BEXIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.