Causeway Emerging Markets Investor (CEMVX) 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 CEMVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CEMVX
CEMVX charges 1.36% annually. There are 137 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | CEMVX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | CEMVX vs FERGX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | CEMVX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | CEMVX vs SSKEX | |
| TIAA-CREF Emerging Markets Equity Index Fund | 0.19% | — | Aug 2010 | CEMVX vs TEQLX |
Best Risk-Adjusted Alternatives to CEMVX
CEMVX has a PortfoliosLab risk / return rank of 89. There are 54 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 98 | — | Jun 1996 | CEMVX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 98 | — | Nov 2021 | CEMVX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 97 | — | Jan 2018 | CEMVX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 96 | — | Oct 2021 | CEMVX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 96 | — | Jan 2019 | CEMVX vs LVAZX |
Top Performing CEMVX Alternatives (YTD)
CEMVX is at 36.83% YTD. There are 22 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 145.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 145.11% | — | Jun 1996 | CEMVX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 92.59% | — | Nov 2021 | CEMVX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 72.12% | — | Jan 2018 | CEMVX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 53.39% | — | Oct 2021 | CEMVX vs GMAQX | |
| abrdn Emerging Markets ex-China Fund | 49.19% | — | Aug 2000 | CEMVX vs GLLSX |
Lowest Volatility Alternatives to CEMVX
CEMVX has 22.77% 1-year volatility. There are 150 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 11.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 11.24% | — | Oct 2011 | CEMVX vs ESCIX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.47% | — | Dec 2013 | CEMVX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | CEMVX vs GQGPX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | 11.61% | — | Dec 2020 | CEMVX vs BADEX | |
| The Cook & Bynum Fund | 11.91% | — | Jun 2009 | CEMVX vs COBYX |
Lowest Drawdown Alternatives to CEMVX
CEMVX has a 1-year max drawdown of -13.68%. There are 117 mutual funds in the Emerging Markets Diversified category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | CEMVX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | CEMVX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | CEMVX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | CEMVX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | CEMVX vs GQGPX |
Other Mutual Funds from Causeway
The 6 most viewed Causeway mutual funds shown here include CIVVX, CIVIX, CVISX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Causeway International Value Fund | Foreign Large Cap Equities | 31 | 7.39% | — | Oct 2001 | CEMVX vs CIVVX | |
| Causeway International Value Instl | Foreign Large Cap Equities | 32 | 7.49% | — | Oct 2001 | CEMVX vs CIVIX | |
| Causeway International Small Cap Fund | Foreign Small & Mid Cap Equities | 53 | 13.54% | — | Oct 2014 | CEMVX vs CVISX | |
| Causeway Global Value Fund | Global Equities | 39 | 5.46% | — | Apr 2008 | CEMVX vs CGVIX | |
| Causeway Emerging Markets Fund | Emerging Markets Diversified | 90 | 37.09% | — | Mar 2007 | CEMVX vs CEMIX | |
| Causeway International Opps Fd | Foreign Large Cap Equities | 54 | 14.75% | — | Dec 2009 | CEMVX vs CIOVX |
Often Compared With CEMVX
Investors most often compare CEMVX with GERIX, EMPTX, DRESX. These 13 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare CEMVX with Any Fund or Stock
Compare CEMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CEMVX with funds that move differently
Causeway Emerging Markets Investor alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CEMVX.
Explore CEMVX Diversifiers