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 184 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 Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | CIVIX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | CIVIX vs FSOSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | CIVIX vs FINVX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | CIVIX vs FIGSX | |
| 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 32. There are 278 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Touchstone International Equity Fund | 94 | — | Mar 1993 | CIVIX vs SWRLX | |
| American Beacon Tocqueville International Value Fu... | 94 | — | Aug 1994 | CIVIX vs TIVFX | |
| Dunham International Stock Fund | 92 | — | Dec 2004 | CIVIX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 91 | — | Jul 1998 | CIVIX vs GTMIX | |
| Thornburg Global Opportunities Fund | 91 | — | Jul 2006 | CIVIX vs THOIX |
Top Performing CIVIX Alternatives (YTD)
CIVIX is at 7.49% YTD. There are 327 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 40.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 40.47% | — | Aug 1994 | CIVIX vs TIVFX | |
| Calamos International Growth Fund | 38.33% | — | Mar 2005 | CIVIX vs CIGIX | |
| John Hancock International Dynamic Growth Fund | 33.48% | — | May 2019 | CIVIX vs JIJIX | |
| Lord Abbett International Growth Fund | 33.43% | — | Jun 2021 | CIVIX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 32.58% | — | Apr 2019 | CIVIX vs FISZX |
Lowest Volatility Alternatives to CIVIX
CIVIX has 17.55% 1-year volatility. There are 343 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 | CIVIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.76% | — | Sep 1996 | CIVIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 8.76% | — | Nov 1997 | CIVIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class M | 8.78% | — | Apr 1990 | CIVIX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 8.78% | — | Jul 1995 | CIVIX vs FAOIX |
Lowest Drawdown Alternatives to CIVIX
CIVIX has a 1-year max drawdown of -16.19%. There are 414 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, CGVIX 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 | CIVIX vs CIVVX | |
| Causeway International Small Cap Fund | Foreign Small & Mid Cap Equities | 53 | 13.54% | — | Oct 2014 | CIVIX vs CVISX | |
| Causeway Global Value Fund | Global Equities | 39 | 5.46% | — | Apr 2008 | CIVIX vs CGVIX | |
| Causeway Emerging Markets Fund | Emerging Markets Diversified | 90 | 37.09% | — | Mar 2007 | CIVIX vs CEMIX | |
| Causeway International Opps Fd | Foreign Large Cap Equities | 54 | 14.75% | — | Dec 2009 | CIVIX vs CIOVX | |
| Causeway Emerging Markets Investor | Emerging Markets Diversified | 89 | 36.83% | — | Mar 2007 | CIVIX vs CEMVX |
Often Compared With CIVIX
Investors most often compare CIVIX with APDKX, VEA, HLMIX. These 20 comparison targets span 8 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