Causeway International Small Cap Fund (CVISX) 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 CVISX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CVISX
CVISX charges 1.35% annually. There are 70 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 | CVISX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | CVISX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | CVISX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 14.30B | Feb 2019 | CVISX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | — | Aug 2008 | CVISX vs DFVQX |
Best Risk-Adjusted Alternatives to CVISX
CVISX has a PortfoliosLab risk / return rank of 51. There are 14 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 88 | — | Sep 2021 | CVISX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 88 | — | Aug 2023 | CVISX vs HRIIX | |
| Virtus International Small-Cap Fund | 87 | — | Dec 1997 | CVISX vs ALOIX | |
| Avantis International Small Cap Value Fund Institu... | 77 | — | Dec 2019 | CVISX vs AVDVX | |
| Avantis International Small Cap Value Fund Class G | 76 | — | Jan 2021 | CVISX vs AVANX |
Top Performing CVISX Alternatives (YTD)
CVISX is at 14.06% YTD. There are 11 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 30.28% | — | Sep 2021 | CVISX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 30.19% | — | Aug 2023 | CVISX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 23.23% | — | Nov 1993 | CVISX vs LZISX | |
| Calamos International Small Cap Growth Fund | 21.08% | — | Mar 2022 | CVISX vs CSGIX | |
| Artisan International Explorer Fund | 20.32% | — | May 2022 | CVISX vs ARHBX |
Lowest Volatility Alternatives to CVISX
CVISX has 14.96% 1-year volatility. There are 51 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.22% | — | Jun 2014 | CVISX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.33% | — | Jun 2012 | CVISX vs MIDLX | |
| MFS International New Discovery Fund | 12.36% | — | Oct 1997 | CVISX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.49% | — | Mar 2007 | CVISX vs HLMSX | |
| Brandes International Small Cap Equity Fund Class ... | 12.71% | — | Feb 2012 | CVISX vs BISMX |
Lowest Drawdown Alternatives to CVISX
CVISX has a 1-year max drawdown of -10.77%. There are 18 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 | CVISX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | CVISX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | CVISX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | CVISX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | CVISX vs WISIX |
Other Mutual Funds from Causeway
The 6 most viewed Causeway mutual funds shown here include CIVVX, CIVIX, CEMIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Causeway International Value Fund | Foreign Large Cap Equities | 34 | 7.99% | — | Oct 2001 | CVISX vs CIVVX | |
| Causeway International Value Instl | Foreign Large Cap Equities | 35 | 8.09% | — | Oct 2001 | CVISX vs CIVIX | |
| Causeway Emerging Markets Fund | Emerging Markets Diversified | 70 | 26.16% | — | Mar 2007 | CVISX vs CEMIX | |
| Causeway Global Value Fund | Global Equities | 36 | 5.60% | — | Apr 2008 | CVISX vs CGVIX | |
| Causeway International Opps Fd | Foreign Large Cap Equities | 44 | 12.16% | — | Dec 2009 | CVISX vs CIOVX | |
| Causeway Emerging Markets Investor | Emerging Markets Diversified | 68 | 25.94% | — | Mar 2007 | CVISX vs CEMVX |
Often Compared With CVISX
Investors most often compare CVISX with AVDV, FTHNX, DRGTX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare CVISX with Any Fund or Stock
Compare CVISX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CVISX with funds that move differently
Causeway International Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CVISX.
Explore CVISX Diversifiers