Grandeur Peak International Stalwarts Fund (GISOX) 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 GISOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GISOX
GISOX charges 1.15% annually. There are 51 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 | GISOX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | GISOX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | GISOX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 14.30B | Feb 2019 | GISOX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | — | Aug 2008 | GISOX vs DFVQX |
Best Risk-Adjusted Alternatives to GISOX
GISOX has a PortfoliosLab risk / return rank of 10. There are 77 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund Investor... | 90 | — | Aug 2023 | GISOX vs HRIIX | |
| Hood River International Opportunity Fund | 90 | — | Sep 2021 | GISOX vs HRIOX | |
| Virtus International Small-Cap Fund | 81 | — | Dec 1997 | GISOX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 73 | — | Jan 2021 | GISOX vs AVANX | |
| Avantis International Small Cap Value Fund Institu... | 71 | — | Dec 2019 | GISOX vs AVDVX |
Top Performing GISOX Alternatives (YTD)
GISOX is at 13.13% YTD. There are 12 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 33.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 33.50% | — | Sep 2021 | GISOX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 33.42% | — | Aug 2023 | GISOX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 25.02% | — | Nov 1993 | GISOX vs LZISX | |
| Calamos International Small Cap Growth Fund | 22.94% | — | Mar 2022 | GISOX vs CSGIX | |
| Artisan International Explorer Fund | 20.55% | — | May 2022 | GISOX vs ARHBX |
Lowest Volatility Alternatives to GISOX
GISOX has 18.87% 1-year volatility. There are 90 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.14% | — | Jun 2014 | GISOX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.30% | — | Jun 2012 | GISOX vs MIDLX | |
| MFS International New Discovery Fund | 12.33% | — | Oct 1997 | GISOX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.47% | — | Mar 2007 | GISOX vs HLMSX | |
| Brandes International Small Cap Equity Fund Class ... | 12.71% | — | Feb 2012 | GISOX vs BISMX |
Lowest Drawdown Alternatives to GISOX
GISOX has a 1-year max drawdown of -10.22%. There are 7 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 | GISOX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | GISOX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | GISOX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | GISOX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | GISOX vs WISIX |
Other Mutual Funds from Grandeur Peak Funds
The 7 most viewed Grandeur Peak Funds mutual funds shown here include GPIOX, GPGCX, GPMCX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Grandeur Peak International Opportunities Fund | Foreign Small & Mid Cap Equities | 7 | 7.29% | — | Oct 2011 | GISOX vs GPIOX | |
| Grandeur Peak Global Contrarian Fund | Global Equities | 30 | 9.25% | — | Sep 2019 | GISOX vs GPGCX | |
| Grandeur Peak Global Micro Cap Fund | Foreign Small & Mid Cap Equities | 6 | 2.45% | — | Oct 2015 | GISOX vs GPMCX | |
| Grandeur Peak Emerging Markets Opportunities Fund | Emerging Markets Diversified | 22 | 16.57% | — | Dec 2013 | GISOX vs GPEOX | |
| Grandeur Peak Global Reach Fund | Global Equities | 8 | 6.31% | — | Jun 2013 | GISOX vs GPROX | |
| Grandeur Peak Global Stalwarts Fund | Global Equities | 6 | 8.85% | — | Aug 2015 | GISOX vs GGSOX | |
| Grandeur Peak Global Opportunities Fund | Global Equities | 12 | 10.20% | — | Oct 2011 | GISOX vs GPGOX |
Often Compared With GISOX
Investors most often compare GISOX with IWM, SCHF, DRIOX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare GISOX with Any Fund or Stock
Compare GISOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GISOX with funds that move differently
Grandeur Peak International Stalwarts Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GISOX.
Explore GISOX Diversifiers