Causeway International Value Instl (CIVIX) 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 CIVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CIVIX
CIVIX charges 0.85% annually. There are 193 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 | CIVIX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | CIVIX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | CIVIX vs FIGSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | CIVIX vs FSGEX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | CIVIX vs FHLFX |
Best Risk-Adjusted Alternatives to CIVIX
CIVIX has a PortfoliosLab risk / return rank of 48. There are 252 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 | CIVIX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | CIVIX vs SAHMX | |
| PIMCO RAE PLUS International Fund | 95 | — | Sep 2011 | CIVIX vs PTSIX | |
| Touchstone International Equity Fund | 94 | — | Mar 1993 | CIVIX vs SWRLX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | CIVIX vs VIHAX |
Top Performing CIVIX Alternatives (YTD)
CIVIX is at 10.89% YTD. There are 250 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 22.83%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 22.83% | — | Dec 2004 | CIVIX vs DCINX | |
| Pear Tree Polaris Foreign Value Fund | 21.28% | — | May 1998 | CIVIX vs QFVOX | |
| GMO Tax-Managed International Equities Fund | 21.02% | — | Jul 1998 | CIVIX vs GTMIX | |
| Touchstone International Equity Fund | 21.00% | — | Mar 1993 | CIVIX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 20.64% | — | Jun 2006 | CIVIX vs GIOTX |
Lowest Volatility Alternatives to CIVIX
CIVIX has 17.92% 1-year volatility. There are 340 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 | CIVIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 7.67% | — | Nov 1997 | CIVIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 7.68% | — | Feb 2017 | CIVIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | 7.69% | — | Jul 1995 | CIVIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 7.69% | — | Apr 1990 | CIVIX vs FAERX |
Lowest Drawdown Alternatives to CIVIX
CIVIX has a 1-year max drawdown of -16.19%. There are 418 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 | CIVIX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | CIVIX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | CIVIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | CIVIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | CIVIX vs FAOAX |
Other Mutual Funds from Causeway
The 6 most viewed Causeway mutual funds shown here include CIVVX, CVISX, CEMIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Causeway International Value Fund | Foreign Large Cap Equities | 47 | 10.79% | — | Oct 2001 | CIVIX vs CIVVX | |
| Causeway International Small Cap Fund | Foreign Small & Mid Cap Equities | 72 | 16.21% | — | Oct 2014 | CIVIX vs CVISX | |
| Causeway Emerging Markets Fund | Emerging Markets Equities | 63 | 22.56% | — | Mar 2007 | CIVIX vs CEMIX | |
| Causeway Global Value Fund | Global Equities | 42 | 6.85% | — | Apr 2008 | CIVIX vs CGVIX | |
| Causeway International Opps Fd | Foreign Large Cap Equities | 59 | 13.72% | — | Dec 2009 | CIVIX vs CIOVX | |
| Causeway Emerging Markets Investor | Emerging Markets Equities | 61 | 22.33% | — | Mar 2007 | CIVIX vs CEMVX |
Often Compared With CIVIX
Investors most often compare CIVIX with APDKX, VEA, HLMIX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare CIVIX with Any Fund or Stock
Compare CIVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CIVIX with funds that move differently
Causeway International Value Instl alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CIVIX.
Explore CIVIX Diversifiers