Calvert International Opportunities Fund (COIIX) belongs to the Foreign Small & Mid 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 COIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to COIIX
COIIX charges 1.06% annually. There are 42 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | COIIX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | COIIX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | COIIX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 14.30B | Feb 2019 | COIIX vs VFSAX | |
| Avantis International Small Cap Value Fund Institu... | 0.36% | — | Dec 2019 | COIIX vs AVDVX |
Best Risk-Adjusted Alternatives to COIIX
COIIX has a PortfoliosLab risk / return rank of 8. There are 80 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 89 | — | Sep 2021 | COIIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 89 | — | Aug 2023 | COIIX vs HRIIX | |
| Virtus International Small-Cap Fund | 83 | — | Dec 1997 | COIIX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 71 | — | Jan 2021 | COIIX vs AVANX | |
| Avantis International Small Cap Value Fund Institu... | 69 | — | Dec 2019 | COIIX vs AVDVX |
Top Performing COIIX Alternatives (YTD)
COIIX is at 5.65% YTD. There are 63 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 29.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 29.02% | — | Sep 2021 | COIIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 28.92% | — | Aug 2023 | COIIX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 22.00% | — | Nov 1993 | COIIX vs LZISX | |
| Calamos International Small Cap Growth Fund | 20.02% | — | Mar 2022 | COIIX vs CSGIX | |
| Artisan International Explorer Fund | 19.33% | — | May 2022 | COIIX vs ARHBX |
Lowest Volatility Alternatives to COIIX
COIIX has 14.00% 1-year volatility. There are 26 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.17% | — | Jun 2014 | COIIX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.34% | — | Jun 2012 | COIIX vs MIDLX | |
| MFS International New Discovery Fund | 12.37% | — | Oct 1997 | COIIX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.50% | — | Mar 2007 | COIIX vs HLMSX | |
| Brandes International Small Cap Equity Fund Class ... | 12.71% | — | Feb 2012 | COIIX vs BISMX |
Lowest Drawdown Alternatives to COIIX
COIIX has a 1-year max drawdown of -12.74%. There are 64 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | COIIX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | COIIX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | COIIX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | COIIX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | COIIX vs WISIX |
Other Mutual Funds from Calvert Research and Management
The 10 most viewed Calvert Research and Management mutual funds shown here include CISIX, CSIEX, CGJIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calvert US Large-Cap Core Responsible Index Fund | Large Cap Blend Equities | 61 | 11.92% | — | Jun 2000 | COIIX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 2 | -6.60% | — | Aug 1987 | COIIX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 35 | 8.64% | — | Jun 2015 | COIIX vs CGJIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 59 | 16.50% | — | Oct 2015 | COIIX vs CDHIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 1.55% | — | Oct 2006 | COIIX vs CULAX | |
| Calvert Global Energy Solutions Fund | Global Equities | 56 | 12.45% | — | May 2007 | COIIX vs CAEIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 89 | 22.16% | — | Jun 2015 | COIIX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 73 | 23.28% | — | Oct 2012 | COIIX vs CVMIX | |
| Calvert Income Fund | Corporate Bonds | 27 | -0.15% | — | Oct 1982 | COIIX vs CFICX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 54 | 0.81% | — | Jul 2001 | COIIX vs CYBIX |
Often Compared With COIIX
Investors most often compare COIIX with NVYY, FZILX, DISV. These 17 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare COIIX with Any Fund or Stock
Compare COIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair COIIX with funds that move differently
Calvert International Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to COIIX.
Explore COIIX Diversifiers