Wasatch Global Value Fund Investor Class Shares (FMIEX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FMIEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FMIEX
FMIEX charges 1.10% annually. There are 158 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | FMIEX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | FMIEX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | FMIEX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | FMIEX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 90.20B | Feb 2019 | FMIEX vs VTWAX |
Best Risk-Adjusted Alternatives to FMIEX
FMIEX has a PortfoliosLab risk / return rank of 89. There are 9 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | FMIEX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | FMIEX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | FMIEX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | FMIEX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | FMIEX vs JGYIX |
Top Performing FMIEX Alternatives (YTD)
FMIEX is at 13.17% YTD. There are 76 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | FMIEX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | FMIEX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | FMIEX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | FMIEX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | FMIEX vs PRGSX |
Lowest Volatility Alternatives to FMIEX
FMIEX has 9.30% 1-year volatility. There are 10 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | FMIEX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | FMIEX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | FMIEX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | FMIEX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | Jan 2016 | FMIEX vs SGMAX |
Lowest Drawdown Alternatives to FMIEX
FMIEX has a 1-year max drawdown of -7.04%. There are 15 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | FMIEX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | FMIEX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | FMIEX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | FMIEX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | FMIEX vs LVAFX |
Other Mutual Funds from Wasatch
The 10 most viewed Wasatch mutual funds shown here include WGROX, WAINX, WAMCX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wasatch Core Growth Fund | Small Cap Growth Equities | 3 | 3.76% | — | Dec 1986 | FMIEX vs WGROX | |
| Wasatch Emerging India Fund | Asia Pacific Equities | 1 | -10.58% | — | Apr 2011 | FMIEX vs WAINX | |
| Wasatch Ultra Growth Fund | Small Cap Growth Equities | 12 | 7.13% | — | Aug 1992 | FMIEX vs WAMCX | |
| Wasatch Micro Cap Fund | Small Cap Growth Equities | 32 | 13.73% | — | Jun 1995 | FMIEX vs WMICX | |
| Wasatch Micro Cap Value Fund | Small Cap Growth Equities | 33 | 13.63% | — | Jul 2003 | FMIEX vs WAMVX | |
| Wasatch Small Cap Growth Fund | Small Cap Growth Equities | 2 | -1.44% | — | Dec 1986 | FMIEX vs WAAEX | |
| Wasatch Emerging Markets Small Cap Fund | Emerging Markets Diversified | 61 | 24.12% | — | Sep 2007 | FMIEX vs WAEMX | |
| Wasatch Emerging Markets Select Fund | Emerging Markets Diversified | 9 | 6.04% | — | Dec 2012 | FMIEX vs WAESX | |
| Wasatch Small Cap Value Fund | Small Cap Blend Equities | 11 | 8.71% | — | Dec 1997 | FMIEX vs WMCVX | |
| Wasatch Frontier Emerging Small Countries Fund | Emerging Markets Diversified | 2 | 3.06% | — | Jan 2012 | FMIEX vs WAFMX |
Often Compared With FMIEX
Investors most often compare FMIEX with SWPPX, VFINX, NALFX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare FMIEX with Any Fund or Stock
Compare FMIEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FMIEX with funds that move differently
Wasatch Global Value Fund Investor Class Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FMIEX.
Explore FMIEX Diversifiers