The Cook & Bynum Fund (COBYX) 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 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 149 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 SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | COBYX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | COBYX vs FPADX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | COBYX vs SSKEX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | COBYX vs FCEEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | COBYX vs EMPTX |
Best Risk-Adjusted Alternatives to COBYX
COBYX has a PortfoliosLab risk / return rank of 40. There are 140 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 94 | — | Jun 1996 | COBYX vs DEMIX | |
| Lazard Emerging Markets Equity Portfolio | 93 | — | Jul 1994 | COBYX vs LZEMX | |
| Franklin Templeton SMACS: Series EM | 93 | — | Nov 2021 | COBYX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 91 | — | Oct 2021 | COBYX vs GMAQX | |
| Dodge & Cox Emerging Markets Stock Fund | 91 | — | May 2021 | COBYX vs DODEX |
Top Performing COBYX Alternatives (YTD)
COBYX is at 8.86% YTD. There are 155 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 88.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 88.77% | — | Jun 1996 | COBYX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 63.44% | — | Nov 2021 | COBYX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 46.75% | — | Jan 2018 | COBYX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 43.19% | — | Oct 2021 | COBYX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 37.03% | — | Jan 1994 | COBYX vs GTDDX |
Lowest Volatility Alternatives to COBYX
COBYX has 11.77% 1-year volatility. There are 3 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 10.56% | — | Oct 2011 | COBYX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.42% | — | Dec 2016 | COBYX vs GQGPX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.71% | — | Dec 2013 | COBYX vs VIESX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.18% | — | Nov 2013 | COBYX vs EFEIX | |
| Harding Loevner Frontier Emerging Markets Fund | 12.18% | — | May 2008 | COBYX vs HLFMX |
Lowest Drawdown Alternatives to COBYX
COBYX has a 1-year max drawdown of -8.95%. There are 3 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 | COBYX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -8.76% | — | Sep 2007 | COBYX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | COBYX vs BADEX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | COBYX vs GQGPX | |
| Schwab Fundamental Emerging Markets Equity Index F... | -9.45% | — | Jan 2008 | COBYX vs SFENX |
Often Compared With COBYX
Investors most often compare COBYX with XLF, FSSGX, DESIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare COBYX with Any Fund or Stock
Compare COBYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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