Barrow Hanley International Value Fund (BNIVX) belongs to the Foreign Large 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 BNIVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BNIVX
BNIVX charges 0.92% annually. There are 250 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | BNIVX vs FIGSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | BNIVX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | BNIVX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | BNIVX vs FSOSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | BNIVX vs FHLFX |
Best Risk-Adjusted Alternatives to BNIVX
BNIVX has a PortfoliosLab risk / return rank of 79. There are 64 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 97 | — | Jul 1998 | BNIVX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | BNIVX vs SAHMX | |
| PIMCO RAE PLUS International Fund | 95 | — | Sep 2011 | BNIVX vs PTSIX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | BNIVX vs VIHAX | |
| DFA International Value III Portfolio | 94 | — | Feb 1995 | BNIVX vs DFVIX |
Top Performing BNIVX Alternatives (YTD)
BNIVX is at 20.34% YTD. There are 6 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 23.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 23.03% | — | Dec 2004 | BNIVX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 22.05% | — | Jul 1998 | BNIVX vs GTMIX | |
| Touchstone International Equity Fund | 21.39% | — | Mar 1993 | BNIVX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 21.36% | — | Jun 2006 | BNIVX vs GIOTX | |
| Fidelity SAI International SMA Completion Fund | 20.57% | — | Apr 2019 | BNIVX vs FISZX |
Lowest Volatility Alternatives to BNIVX
BNIVX has 18.50% 1-year volatility. There are 368 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class A | 7.67% | — | Sep 1996 | BNIVX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 7.67% | — | Nov 1997 | BNIVX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 7.68% | — | Feb 2017 | BNIVX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | 7.69% | — | Jul 1995 | BNIVX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 7.69% | — | Apr 1990 | BNIVX vs FAERX |
Lowest Drawdown Alternatives to BNIVX
BNIVX has a 1-year max drawdown of -10.94%. There are 93 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | BNIVX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | BNIVX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | BNIVX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | BNIVX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | BNIVX vs FAERX |
Other Mutual Funds from Perpetual
The 1 most viewed Perpetual mutual funds shown here include TSWEX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TSW Large Cap Value Fund | Large Cap Value Equities | 9 | 13.25% | — | Jul 1992 | BNIVX vs TSWEX |
Often Compared With BNIVX
Investors most often compare BNIVX with JIJIX, LIAGX, TIVFX. These 13 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare BNIVX with Any Fund or Stock
Compare BNIVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BNIVX with funds that move differently
Barrow Hanley International Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BNIVX.
Explore BNIVX Diversifiers