Brandes International Small Cap Equity Fund Class I (BISMX) 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 BISMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BISMX
BISMX charges 1.11% annually. There are 46 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 | BISMX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | BISMX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | BISMX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 13.80B | Feb 2019 | BISMX vs VFSAX | |
| Avantis International Small Cap Value Fund Institu... | 0.36% | — | Dec 2019 | BISMX vs AVDVX |
Best Risk-Adjusted Alternatives to BISMX
BISMX has a PortfoliosLab risk / return rank of 26. There are 47 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus International Small-Cap Fund | 88 | — | Dec 1997 | BISMX vs ALOIX | |
| Avantis International Small Cap Value Fund Institu... | 82 | — | Dec 2019 | BISMX vs AVDVX | |
| Avantis International Small Cap Value Fund Class G | 81 | — | Jan 2021 | BISMX vs AVANX | |
| RBB Free Market International Equity Fund | 80 | — | Dec 2007 | BISMX vs FMNEX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 78 | — | Jun 2020 | BISMX vs HWTIX |
Top Performing BISMX Alternatives (YTD)
BISMX is at 7.89% YTD. There are 54 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 25.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | 25.92% | — | May 2022 | BISMX vs ARHBX | |
| Hood River International Opportunity Fund | 22.33% | — | Sep 2021 | BISMX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 22.22% | — | Aug 2023 | BISMX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 21.53% | — | Nov 1993 | BISMX vs LZISX | |
| AMG Yacktman Special Opportunities Fund | 18.06% | — | Jun 2014 | BISMX vs YASLX |
Lowest Volatility Alternatives to BISMX
BISMX has 12.92% 1-year volatility. There are 6 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.07% | — | Jun 2014 | BISMX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.51% | — | Jun 2012 | BISMX vs MIDLX | |
| MFS International New Discovery Fund | 12.54% | — | Oct 1997 | BISMX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.71% | — | Mar 2007 | BISMX vs HLMSX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | 12.86% | — | Apr 2008 | BISMX vs QUSIX |
Lowest Drawdown Alternatives to BISMX
BISMX has a 1-year max drawdown of -11.61%. There are 36 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 | BISMX vs ARHBX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | BISMX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | BISMX vs OPGIX | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | BISMX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | — | Jun 2014 | BISMX vs YASLX |
Other Mutual Funds from Brandes
The 7 most viewed Brandes mutual funds shown here include BISAX, BSCMX, BIIEX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brandes International Small Cap Equity Fund | Foreign Small & Mid Cap Equities | 26 | 7.78% | — | Jan 2012 | BISMX vs BISAX | |
| Brandes Small Cap Value Fund | Small Cap Value Equities | 95 | 25.62% | — | Jan 2018 | BISMX vs BSCMX | |
| Brandes International Equity Fund | Foreign Large Cap Equities | 81 | 14.45% | — | Jan 1997 | BISMX vs BIIEX | |
| Brandes Emerging Markets Fund | Emerging Markets Equities | 91 | 23.21% | — | Jan 2011 | BISMX vs BEMIX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 10 | -0.65% | — | Dec 2007 | BISMX vs BCPIX | |
| Brandes International Small Cap Equity Fund Class ... | Foreign Small & Mid Cap Equities | 24 | 7.43% | — | Jan 2013 | BISMX vs BINCX | |
| Brandes Global Equity Fund | Global Equities | 80 | 8.24% | — | Oct 2008 | BISMX vs BGVIX |
Often Compared With BISMX
Investors most often compare BISMX with AVALX, AQGIX, TIBIX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare BISMX with Any Fund or Stock
Compare BISMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BISMX with funds that move differently
Brandes International Small Cap Equity Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BISMX.
Explore BISMX Diversifiers