Virtus Vontobel Emerging Markets Opportunities Fund (HIEMX) 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 HIEMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HIEMX
HIEMX charges 1.24% annually. There are 150 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 Opportunities Fun... | 0.01% | — | Dec 2008 | HIEMX vs FEMSX | |
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | HIEMX vs FHKFX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | HIEMX vs VEMIX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | HIEMX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | HIEMX vs FPADX |
Best Risk-Adjusted Alternatives to HIEMX
HIEMX has a PortfoliosLab risk / return rank of 4. There are 208 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio Class R6 | 96 | — | — | HIEMX vs RLEMX | |
| Lazard Emerging Markets Equity Portfolio | 95 | — | Jul 1994 | HIEMX vs LZEMX | |
| Delaware Emerging Markets Fund | 92 | — | Jun 1996 | HIEMX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 92 | — | Jun 1996 | HIEMX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 92 | — | Jun 1996 | HIEMX vs DEMCX |
Top Performing HIEMX Alternatives (YTD)
HIEMX is at -6.73% YTD. There are 211 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 77.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 77.44% | — | Jun 1996 | HIEMX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 77.19% | — | Jun 1996 | HIEMX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 76.42% | — | Jun 1996 | HIEMX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 55.40% | — | Nov 2021 | HIEMX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 40.55% | — | Oct 2021 | HIEMX vs GMAQX |
Lowest Volatility Alternatives to HIEMX
HIEMX has 15.57% 1-year volatility. There are 31 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.86% | — | Dec 2016 | HIEMX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | HIEMX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | HIEMX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | HIEMX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | HIEMX vs FGKPX |
Lowest Drawdown Alternatives to HIEMX
HIEMX has a 1-year max drawdown of -17.87%. There are 194 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 | HIEMX vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | HIEMX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | HIEMX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | HIEMX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | HIEMX vs COBYX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include ASFYX, AIO, SAMBX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | Systematic Trend | 67 | 10.47% | — | Jul 2010 | HIEMX vs ASFYX | |
| Virtus Artificial Intelligence & Technology Opport... | Artificial Intelligence, Technology Equities | 25 | 22.73% | — | Oct 2019 | HIEMX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.89% | — | Feb 2006 | HIEMX vs SAMBX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 7.13% | — | Oct 1996 | HIEMX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -4.34% | — | Mar 2018 | HIEMX vs VKSIX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 5 | 1.26% | — | Oct 1995 | HIEMX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | 0.96% | — | Jun 2009 | HIEMX vs VIMCX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 37 | 13.59% | — | Dec 2010 | HIEMX vs EDF | |
| The Merger Fund | Event Driven | 97 | 1.74% | — | Jan 1989 | HIEMX vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -1.56% | — | Jun 2006 | HIEMX vs PXSGX |
Often Compared With HIEMX
Investors most often compare HIEMX with LCSMX, STCIX, SCHD. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare HIEMX with Any Fund or Stock
Compare HIEMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HIEMX with funds that move differently
Virtus Vontobel Emerging Markets Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HIEMX.
Explore HIEMX Diversifiers