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 0.86% annually. There are 196 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 Value Fund | 0.01% | — | Dec 2009 | BNIVX vs FINVX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | BNIVX vs FSGEX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | BNIVX vs FHLFX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | BNIVX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | BNIVX vs FIGSX |
Best Risk-Adjusted Alternatives to BNIVX
BNIVX has a PortfoliosLab risk / return rank of 73. There are 33 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 93 | — | Aug 1994 | BNIVX vs TIVFX | |
| Touchstone International Equity Fund | 93 | — | Mar 1993 | BNIVX vs SWRLX | |
| GMO Tax-Managed International Equities Fund | 91 | — | Jul 1998 | BNIVX vs GTMIX | |
| Thornburg Global Opportunities Fund | 91 | — | Jul 2006 | BNIVX vs THOIX | |
| Dunham International Stock Fund | 90 | — | Dec 2004 | BNIVX vs DCINX |
Top Performing BNIVX Alternatives (YTD)
BNIVX is at 21.15% YTD. There are 12 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 38.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 38.55% | — | Aug 1994 | BNIVX vs TIVFX | |
| Calamos International Growth Fund | 35.71% | — | Mar 2005 | BNIVX vs CIGIX | |
| Lord Abbett International Growth Fund | 31.62% | — | Jun 2021 | BNIVX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 31.45% | — | Apr 2019 | BNIVX vs FISZX | |
| John Hancock International Dynamic Growth Fund | 30.75% | — | May 2019 | BNIVX vs JIJIX |
Lowest Volatility Alternatives to BNIVX
BNIVX has 17.87% 1-year volatility. There are 368 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class Z | 8.76% | — | Feb 2017 | BNIVX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class C | 8.76% | — | Nov 1997 | BNIVX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class A | 8.76% | — | Sep 1996 | BNIVX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class M | 8.78% | — | Apr 1990 | BNIVX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 8.78% | — | Jul 1995 | BNIVX vs FAOIX |
Lowest Drawdown Alternatives to BNIVX
BNIVX has a 1-year max drawdown of -10.94%. There are 92 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 |
Often Compared With BNIVX
Investors most often compare BNIVX with EPDPX, EPDIX, KGIIX. These 6 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| EuroPac International Dividend Income Fund Class A | Foreign Large Cap Equities, Dividend | 74 | 8.44% | — | Jan 2014 | BNIVX vs EPDPX | |
| EuroPac International Dividend Income Fund | Foreign Large Cap Equities | 75 | 8.59% | — | Jan 2014 | BNIVX vs EPDIX | |
| Kopernik International Fund | Foreign Large Cap Equities | 54 | 5.23% | — | Jun 2015 | BNIVX vs KGIIX | |
| Tweedy, Browne International Value Fund | Foreign Large Cap Equities | 45 | 10.47% | — | Jun 1993 | BNIVX vs TBGVX | |
| SA International Value Fund | Foreign Large Cap Equities | 88 | 10.81% | — | Aug 1999 | BNIVX vs SAHMX | |
| AB International Strategic Equities Portfolio | Foreign Large Cap Equities | 84 | 22.80% | — | Dec 2015 | BNIVX vs STEZX |
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