MFS Emerging Markets Equity Research Fund (EEMIX) 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 EEMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EEMIX
EEMIX charges 1.00% annually. There are 81 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | EEMIX vs FHKFX | |
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | EEMIX vs FEMSX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | EEMIX vs VEMIX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | EEMIX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | EEMIX vs FPADX |
Best Risk-Adjusted Alternatives to EEMIX
EEMIX has a PortfoliosLab risk / return rank of 61. There are 106 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio | 94 | — | Jul 1994 | EEMIX vs LZEMX | |
| Lazard Emerging Markets Equity Portfolio Class R6 | 94 | — | — | EEMIX vs RLEMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 92 | — | Oct 2011 | EEMIX vs ESCIX | |
| Delaware Emerging Markets Fund | 91 | — | Jun 1996 | EEMIX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 91 | — | Jun 1996 | EEMIX vs DEMAX |
Top Performing EEMIX Alternatives (YTD)
EEMIX is at 17.14% YTD. There are 92 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 68.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 68.59% | — | Jun 1996 | EEMIX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 68.34% | — | Jun 1996 | EEMIX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 67.60% | — | Jun 1996 | EEMIX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 50.59% | — | Nov 2021 | EEMIX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 37.39% | — | Oct 2021 | EEMIX vs GMAQX |
Lowest Volatility Alternatives to EEMIX
EEMIX has 20.18% 1-year volatility. There are 77 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.88% | — | Dec 2016 | EEMIX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | EEMIX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | EEMIX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | EEMIX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | EEMIX vs FGKPX |
Lowest Drawdown Alternatives to EEMIX
EEMIX has a 1-year max drawdown of -12.28%. There are 53 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 | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | EEMIX vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | EEMIX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | EEMIX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | EEMIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | EEMIX vs COBYX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MDIJX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 40 | 8.67% | — | Jan 1996 | EEMIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 70 | 10.58% | — | May 2006 | EEMIX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 61 | 11.35% | — | Sep 2004 | EEMIX vs MDIJX | |
| MFS Value Fund Class I | Large Cap Value Equities | 69 | 10.50% | — | Feb 1996 | EEMIX vs MEIIX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 6 | -1.78% | — | Jan 1935 | EEMIX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 7 | 0.75% | — | Jun 2012 | EEMIX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 7 | 0.70% | — | Jul 1997 | EEMIX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 51 | 9.12% | — | — | EEMIX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 67 | 10.34% | — | Jan 1996 | EEMIX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 39 | 8.24% | — | Jul 1924 | EEMIX vs MITTX |
Often Compared With EEMIX
Investors most often compare EEMIX with LVAZX, GLLSX, IEMGX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare EEMIX with Any Fund or Stock
Compare EEMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EEMIX with funds that move differently
MFS Emerging Markets Equity Research Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EEMIX.
Explore EEMIX Diversifiers