Virtus Vontobel Emerging Markets Opportunities Fund (HIEMX) belongs to the Emerging Markets Diversified 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 120 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | HIEMX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | HIEMX vs FERGX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | HIEMX vs SSKEX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | HIEMX vs FCEEX | |
| TIAA-CREF Emerging Markets Equity Index Fund | 0.19% | — | Aug 2010 | HIEMX vs TEQLX |
Best Risk-Adjusted Alternatives to HIEMX
HIEMX has a PortfoliosLab risk / return rank of 2. There are 168 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 94 | — | Jun 1996 | HIEMX vs DEMIX | |
| Lazard Emerging Markets Equity Portfolio | 93 | — | Jul 1994 | HIEMX vs LZEMX | |
| Franklin Templeton SMACS: Series EM | 92 | — | Nov 2021 | HIEMX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 91 | — | Oct 2021 | HIEMX vs GMAQX | |
| Dodge & Cox Emerging Markets Stock Fund | 90 | — | May 2021 | HIEMX vs DODEX |
Top Performing HIEMX Alternatives (YTD)
HIEMX is at -8.38% YTD. There are 171 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 85.88%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 85.88% | — | Jun 1996 | HIEMX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 58.63% | — | Nov 2021 | HIEMX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 42.32% | — | Jan 2018 | HIEMX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 41.31% | — | Oct 2021 | HIEMX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 35.80% | — | Jan 1994 | HIEMX vs GTDDX |
Lowest Volatility Alternatives to HIEMX
HIEMX has 15.11% 1-year volatility. There are 18 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 10.56% | — | Oct 2011 | HIEMX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.42% | — | Dec 2016 | HIEMX vs GQGPX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.69% | — | Dec 2013 | HIEMX vs VIESX | |
| The Cook & Bynum Fund | 11.79% | — | Jun 2009 | HIEMX vs COBYX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.20% | — | Nov 2013 | HIEMX vs EFEIX |
Lowest Drawdown Alternatives to HIEMX
HIEMX has a 1-year max drawdown of -17.87%. There are 165 mutual funds in the Emerging Markets Diversified 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 | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | HIEMX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | HIEMX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | HIEMX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | HIEMX vs GQGPX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 39 | 28.12% | — | Oct 2019 | HIEMX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 3.03% | — | Feb 2006 | HIEMX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -3.82% | — | Mar 2018 | HIEMX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 7 | 8.08% | — | Oct 1996 | HIEMX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 6 | 4.40% | — | Oct 1995 | HIEMX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | 0.99% | — | Jun 2009 | HIEMX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.57% | — | Jan 1989 | HIEMX vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -2.14% | — | Jun 2006 | HIEMX vs PXSGX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 50 | 15.12% | — | Dec 2010 | HIEMX vs EDF | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 4 | 1.31% | — | Sep 1940 | HIEMX vs NAINX |
Often Compared With HIEMX
Investors most often compare HIEMX with STCIX, SCHD, GLLSX. These 15 comparison targets span 5 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