Brandes International Small Cap Equity Fund (BISAX) belongs to the Foreign Small & Mid Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BISAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BISAX
BISAX charges 1.36% annually. There are 72 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | BISAX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | BISAX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | BISAX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 14.30B | Feb 2019 | BISAX vs VFSAX | |
| Avantis International Small Cap Value Fund Institu... | 0.36% | — | Dec 2019 | BISAX vs AVDVX |
Best Risk-Adjusted Alternatives to BISAX
BISAX has a PortfoliosLab risk / return rank of 10. There are 74 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund Investor... | 90 | — | Aug 2023 | BISAX vs HRIIX | |
| Hood River International Opportunity Fund | 90 | — | Sep 2021 | BISAX vs HRIOX | |
| Virtus International Small-Cap Fund | 81 | — | Dec 1997 | BISAX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 73 | — | Jan 2021 | BISAX vs AVANX | |
| Avantis International Small Cap Value Fund Institu... | 71 | — | Dec 2019 | BISAX vs AVDVX |
Top Performing BISAX Alternatives (YTD)
BISAX is at 0.67% YTD. There are 91 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 33.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 33.50% | — | Sep 2021 | BISAX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 33.42% | — | Aug 2023 | BISAX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 25.02% | — | Nov 1993 | BISAX vs LZISX | |
| Calamos International Small Cap Growth Fund | 22.94% | — | Mar 2022 | BISAX vs CSGIX | |
| Artisan International Explorer Fund | 20.55% | — | May 2022 | BISAX vs ARHBX |
Lowest Volatility Alternatives to BISAX
BISAX has 12.72% 1-year volatility. There are 5 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.14% | — | Jun 2014 | BISAX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.30% | — | Jun 2012 | BISAX vs MIDLX | |
| MFS International New Discovery Fund | 12.33% | — | Oct 1997 | BISAX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.47% | — | Mar 2007 | BISAX vs HLMSX | |
| Brandes International Small Cap Equity Fund Class ... | 12.71% | — | Feb 2012 | BISAX vs BISMX |
Lowest Drawdown Alternatives to BISAX
BISAX has a 1-year max drawdown of -11.63%. There are 39 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | BISAX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | BISAX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | BISAX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | BISAX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | BISAX vs WISIX |
Other Mutual Funds from Brandes
The 6 most viewed Brandes mutual funds shown here include BSCMX, BIIEX, BEMIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brandes Small Cap Value Fund | Small Cap Value Equities | 86 | 21.62% | — | Jan 2018 | BISAX vs BSCMX | |
| Brandes International Equity Fund | Foreign Large Cap Equities | 48 | 8.40% | — | Jan 1997 | BISAX vs BIIEX | |
| Brandes Emerging Markets Fund | Emerging Markets Diversified | 89 | 20.73% | — | Jan 2011 | BISAX vs BEMIX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 21 | 0.19% | — | Dec 2007 | BISAX vs BCPIX | |
| Brandes International Small Cap Equity Fund Class ... | Foreign Small & Mid Cap Equities | 9 | 0.35% | — | Jan 2013 | BISAX vs BINCX | |
| Brandes Global Equity Fund | Global Equities | 43 | 4.03% | — | Oct 2008 | BISAX vs BGVIX |
Often Compared With BISAX
Investors most often compare BISAX with ONERX, DISVX, VOO. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare BISAX with Any Fund or Stock
Compare BISAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BISAX with funds that move differently
Brandes International Small Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BISAX.
Explore BISAX Diversifiers