COBYX Alternatives & Similar Mutual Funds

The Cook & Bynum Fund (COBYX) belongs to the Emerging Markets Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with COBYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to COBYX

COBYX charges 1.49% annually. There are 185 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008	COBYX vs FEMSX
FHKFX	Fidelity Series Emerging Markets Fund	0.01%	—	Aug 2018	COBYX vs FHKFX
VEMIX	Vanguard Emerging Markets Stock Index Fund Institu...	0.06%	—	Jun 2000	COBYX vs VEMIX
FERGX	Fidelity SAI Emerging Markets Index Fund	0.08%	—	Jan 2016	COBYX vs FERGX
FPADX	Fidelity Emerging Markets Index Fund	0.08%	—	Sep 2011	COBYX vs FPADX

Best Risk-Adjusted Alternatives to COBYX

COBYX has a PortfoliosLab risk / return rank of 62. There are 114 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
LZEMX	Lazard Emerging Markets Equity Portfolio	96	—	Jul 1994	COBYX vs LZEMX
RLEMX	Lazard Emerging Markets Equity Portfolio Class R6	96	—	—	COBYX vs RLEMX
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	96	—	Oct 2011	COBYX vs ESCIX
DEMIX	Delaware Emerging Markets Fund	94	—	Jun 1996	COBYX vs DEMIX
DEMAX	Nomura Emerging Markets Fund Class A	94	—	Jun 1996	COBYX vs DEMAX

Top Performing COBYX Alternatives (YTD)

COBYX is at 11.36% YTD. There are 178 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 79.82%.

Symbol	Name	YTD Return	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	79.82%	—	Jun 1996	COBYX vs DEMIX
DEMAX	Nomura Emerging Markets Fund Class A	79.56%	—	Jun 1996	COBYX vs DEMAX
DEMCX	Nomura Emerging Markets Fund Class C	78.77%	—	Jun 1996	COBYX vs DEMCX
FQEMX	Franklin Templeton SMACS: Series EM	57.68%	—	Nov 2021	COBYX vs FQEMX
GMAQX	GMO Emerging Markets ex-China Fund	41.38%	—	Oct 2021	COBYX vs GMAQX

Lowest Volatility Alternatives to COBYX

COBYX has 11.73% 1-year volatility. There are 4 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.90%.

Symbol	Name	Volatility 1Y	AUM	Inception
GSIYX	Goldman Sachs GQG Partners International Opportuni...	9.90%	—	Dec 2016	COBYX vs GSIYX
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	10.04%	—	Oct 2011	COBYX vs ESCIX
GQGPX	GQG Partners Emerging Markets Equity Fund	11.51%	—	Dec 2016	COBYX vs GQGPX
GQGIX	GQG Partners Emerging Markets Equity Fund Institut...	11.53%	—	—	COBYX vs GQGIX
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	11.82%	—	Jan 2019	COBYX vs FGKPX

Lowest Drawdown Alternatives to COBYX

COBYX has a 1-year max drawdown of -8.95%. There are 4 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -5.70%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	-5.70%	—	Oct 2011	COBYX vs ESCIX
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	-6.93%	—	Jan 2019	COBYX vs FGKPX
GSIYX	Goldman Sachs GQG Partners International Opportuni...	-7.81%	—	Dec 2016	COBYX vs GSIYX
BADEX	BlackRock Defensive Advantage Emerging Markets Fun...	-8.89%	—	Dec 2020	COBYX vs BADEX
GQGIX	GQG Partners Emerging Markets Equity Fund Institut...	-9.11%	—	—	COBYX vs GQGIX

Often Compared With COBYX

Investors most often compare COBYX with XLF, FSSGX, PEMYX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
XLF	State Street Financial Select Sector SPDR ETF	Financials Equities	30	6.59%	57.61B	Dec 1998	COBYX vs XLF
FSSGX	Fidelity SAI Sustainable Emerging Markets Equity F...	Emerging Markets Equities	68	22.13%	—	Apr 2022	COBYX vs FSSGX
PEMYX	Putnam Emerging Markets Equity Fund	Emerging Markets Equities	64	21.20%	—	Sep 2008	COBYX vs PEMYX
DFESX	DFA Investment Dimensions Group Inc - Emerging Mar...	Emerging Markets Equities	55	17.68%	—	Aug 2006	COBYX vs DFESX
DESIX	DFA Emerging Markets Sustainability Core 1 Portfol...	Emerging Markets Equities	39	12.85%	1.21B	Mar 2018	COBYX vs DESIX
DAADX	DFA Emerging Markets ex China Core Equity Portfoli...	Emerging Markets Equities	72	24.98%	—	Nov 2021	COBYX vs DAADX
GBFAX	VanEck Emerging Markets Fund	Emerging Markets Equities	48	17.70%	—	Dec 1993	COBYX vs GBFAX
QTERX	AQR Emerging Multi-Style II Fund Class R6	Emerging Markets Equities	58	19.37%	—	Feb 2012	COBYX vs QTERX
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Equities	72	20.11%	—	Jan 1995	COBYX vs SIEMX
REMSX	Russell Investments Emerging Markets Fund	Emerging Markets Equities	64	19.60%	—	Jan 1993	COBYX vs REMSX
AIEMX	Alger Emerging Markets Fund	Emerging Markets Equities	41	17.88%	—	Dec 2010	COBYX vs AIEMX
JOEMX	JOHCM Emerging Markets Opportunities Fund	Emerging Markets Equities	60	16.63%	—	Nov 2012	COBYX vs JOEMX
RNWGX	American Funds New World Fund® Class R-6	Emerging Markets Equities	59	13.85%	—	Aug 2008	COBYX vs RNWGX
DRESX	Driehaus Emerging Markets Small Cap Growth Fund	Emerging Markets Equities	26	6.65%	—	Aug 2011	COBYX vs DRESX
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Equities	76	19.66%	—	Oct 2014	COBYX vs SMQFX
EMSQX	Shelton Emerging Markets Fund	Emerging Markets Equities	49	15.73%	—	Mar 1997	COBYX vs EMSQX
MGEMX	Morgan Stanley Institutional Fund, Inc. Emerging M...	Emerging Markets Equities	1	24.36%	—	Sep 1992	COBYX vs MGEMX
ARTYX	Artisan Developing World Fund	Emerging Markets Equities	3	1.88%	—	Jun 2015	COBYX vs ARTYX
CEMIX	Causeway Emerging Markets Fund	Emerging Markets Equities	65	23.32%	—	Mar 2007	COBYX vs CEMIX
EAEMX	Parametric Emerging Markets Fund	Emerging Markets Equities	62	10.00%	—	Jun 2006	COBYX vs EAEMX

Compare COBYX with Any Fund or Stock

Compare COBYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair COBYX with funds that move differently

The Cook & Bynum Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to COBYX.

Explore COBYX Diversifiers

The Cook & Bynum Fund (COBYX) Alternatives