Guinness Atkinson Asia Focus Fund (IASMX) belongs to the Asia Pacific Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IASMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IASMX
IASMX charges 1.98% annually. There are 22 mutual funds in the Asia Pacific Equities category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Pacific Stock Index Fund Institutional Sh... | 0.08% | — | May 2000 | IASMX vs VPKIX | |
| Vanguard Pacific Stock Index Fund Admiral Shares | 0.10% | 13.80B | Aug 2001 | IASMX vs VPADX | |
| DFA Asia Pacific Small Company | 0.42% | — | Jan 1993 | IASMX vs DFRSX | |
| Fidelity Advisor Emerging Asia Fund Class Z | 0.81% | — | Oct 2018 | IASMX vs FIQPX | |
| Fidelity Advisor Emerging Asia Fund Class I | 0.94% | — | Jun 1999 | IASMX vs FERIX |
Best Risk-Adjusted Alternatives to IASMX
IASMX has a PortfoliosLab risk / return rank of 63. There are 15 mutual funds in the Asia Pacific Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews Asia Innovators Fund | 97 | — | Dec 1999 | IASMX vs MATFX | |
| Matthews Asia ESG Fund | 93 | — | Apr 2015 | IASMX vs MASGX | |
| AMG Veritas Asia Pacific Fund | 92 | — | May 1984 | IASMX vs MGSEX | |
| Matthews Pacific Tiger Fund | 92 | — | Sep 1994 | IASMX vs MAPTX | |
| Fidelity Emerging Asia Fund | 92 | — | Apr 1993 | IASMX vs FSEAX |
Top Performing IASMX Alternatives (YTD)
IASMX is at 18.07% YTD. There are 15 mutual funds in the Asia Pacific Equities category with higher YTD returns, going as high as 71.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews Asia Innovators Fund | 71.69% | — | Dec 1999 | IASMX vs MATFX | |
| AMG Veritas Asia Pacific Fund | 55.31% | — | May 1984 | IASMX vs MGSEX | |
| Matthews Asia ESG Fund | 54.22% | — | Apr 2015 | IASMX vs MASGX | |
| Fidelity Advisor Emerging Asia Fund Class Z | 41.69% | — | Oct 2018 | IASMX vs FIQPX | |
| Fidelity Advisor Emerging Asia Fund Class I | 41.61% | — | Jun 1999 | IASMX vs FERIX |
Lowest Volatility Alternatives to IASMX
IASMX has 17.96% 1-year volatility. There are 7 mutual funds in the Asia Pacific Equities category with lower 1-year volatility, going as low as 14.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Greater India Fund | 14.14% | — | May 1994 | IASMX vs ETGIX | |
| ALPS/Kotak India ESG Fund | 14.85% | 4.59M | Feb 2011 | IASMX vs INDAX | |
| Matthews India Fund | 15.97% | — | Oct 2005 | IASMX vs MINDX | |
| DFA Asia Pacific Small Company | 16.09% | — | Jan 1993 | IASMX vs DFRSX | |
| Wasatch Emerging India Fund | 16.90% | — | Apr 2011 | IASMX vs WAINX |
Lowest Drawdown Alternatives to IASMX
IASMX has a 1-year max drawdown of -10.00%. No mutual funds in the Asia Pacific Equities category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -11.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews Asia Innovators Fund | -11.33% | — | Dec 1999 | IASMX vs MATFX | |
| Invesco EQV Asia Pacific Equity Fund | -11.73% | — | Nov 1997 | IASMX vs ASIAX | |
| Fidelity Pacific Basin Fund | -12.25% | — | Oct 1986 | IASMX vs FPBFX | |
| Vanguard Pacific Stock Index Fund Institutional Sh... | -13.40% | — | May 2000 | IASMX vs VPKIX | |
| Vanguard Pacific Stock Index Fund Admiral Shares | -13.41% | 13.80B | Aug 2001 | IASMX vs VPADX |
Other Mutual Funds from Guinness Atkinson
The 4 most viewed Guinness Atkinson mutual funds shown here include IWIRX, ICHKX, GAAEX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Guinness Atkinson Global Innovators Fund | Large Cap Growth Equities | 22 | 4.87% | — | Dec 1998 | IASMX vs IWIRX | |
| Guinness Atkinson China And Hong Kong Fund | China Equities | 8 | -7.38% | — | Jun 1994 | IASMX vs ICHKX | |
| Guinness Atkinson Alternative Energy Fund | Global Equities | 48 | 17.64% | — | Mar 2006 | IASMX vs GAAEX | |
| Guinness Atkinson Global Energy Fund | Energy Equities | 42 | 23.97% | — | Jun 2004 | IASMX vs GAGEX |
Often Compared With IASMX
Investors most often compare IASMX with PAAOX, FEAAX, FEATX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Asia Opportunities Fund | Asia Pacific Equities | 36 | 7.13% | — | May 2014 | IASMX vs PAAOX | |
| Fidelity Advisor Emerging Asia Fund Class A | Asia Pacific Equities | 92 | 41.43% | — | Mar 1994 | IASMX vs FEAAX | |
| Fidelity Advisor Emerging Asia Fund Class M | Asia Pacific Equities | 92 | 41.25% | — | Jun 1999 | IASMX vs FEATX | |
| T. Rowe Price New Asia Fund | Asia Pacific Equities | 82 | 32.48% | — | Sep 1990 | IASMX vs PRASX | |
| Fidelity Advisor Emerging Asia Fund Class C | Asia Pacific Equities | 91 | 40.92% | — | Jun 1999 | IASMX vs FERCX | |
| Morgan Stanley Institutional Fund, Inc. Asia Oppor... | Asia Pacific Equities | 8 | 18.67% | — | Dec 2015 | IASMX vs MSAQX | |
| Voya Asia Pacific High Dividend Equity Income Fund | Asia Pacific Equities | 68 | 29.30% | — | Mar 2007 | IASMX vs IAE | |
| The Taiwan Fund Inc. | Asia Pacific Equities | 98 | 78.55% | — | — | IASMX vs TWN |
Compare IASMX with Any Fund or Stock
Compare IASMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IASMX with funds that move differently
Guinness Atkinson Asia Focus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IASMX.
Explore IASMX Diversifiers