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 56 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 | |
| Fidelity SAI Japan Stock Index Fund | 0.11% | — | Jun 2021 | IASMX vs FSJPX | |
| DFA Japanese Small Company Portfolio | 0.42% | — | Jan 1986 | IASMX vs DFJSX | |
| DFA Asia Pacific Small Company | 0.42% | — | Jan 1993 | IASMX vs DFRSX |
Best Risk-Adjusted Alternatives to IASMX
IASMX has a PortfoliosLab risk / return rank of 44. There are 35 mutual funds in the Asia Pacific Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity China Region Fund | 88 | — | Nov 1995 | IASMX vs FHKCX | |
| Fidelity Advisor China Region Fund Class Z | 87 | — | Oct 2018 | IASMX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 87 | — | May 2008 | IASMX vs FHKIX | |
| Fidelity Advisor China Region Fund Class A | 87 | — | May 2008 | IASMX vs FHKAX | |
| Fidelity Advisor China Region Fund Class M | 86 | — | May 2008 | IASMX vs FHKTX |
Top Performing IASMX Alternatives (YTD)
IASMX is at 15.04% YTD. There are 37 mutual funds in the Asia Pacific Equities category with higher YTD returns, going as high as 39.70%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews Asia Innovators Fund | 39.70% | — | Dec 1999 | IASMX vs MATFX | |
| Matthews Asia ESG Fund | 33.14% | — | Apr 2015 | IASMX vs MASGX | |
| Fidelity Advisor China Region Fund Class Z | 29.11% | — | Oct 2018 | IASMX vs FIQFX | |
| Fidelity China Region Fund | 29.02% | — | Nov 1995 | IASMX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 29.01% | — | May 2008 | IASMX vs FHKIX |
Lowest Volatility Alternatives to IASMX
IASMX has 19.26% 1-year volatility. There are 12 mutual funds in the Asia Pacific Equities category with lower 1-year volatility, going as low as 14.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Greater India Fund | 14.65% | — | May 1994 | IASMX vs ETGIX | |
| ALPS/Kotak India ESG Fund | 15.58% | 4.59M | Feb 2011 | IASMX vs INDAX | |
| Matthews India Fund | 16.34% | — | Oct 2005 | IASMX vs MINDX | |
| DFA Asia Pacific Small Company | 16.41% | — | Jan 1993 | IASMX vs DFRSX | |
| T. Rowe Price Asia Opportunities Fund | 16.41% | — | May 2014 | IASMX vs PAAOX |
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 -11.44%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Commonwealth Japan Fund | -11.44% | — | Jul 1989 | IASMX vs CNJFX | |
| BlackRock China A Opportunities Fund | -11.64% | — | Dec 2018 | IASMX vs CHILX | |
| Morgan Stanley China A Share Fund | -11.72% | — | Jul 2006 | IASMX vs CAF | |
| Invesco EQV Asia Pacific Equity Fund | -11.73% | — | Nov 1997 | IASMX vs ASIAX | |
| Fidelity Advisor China Region Fund Class Z | -12.23% | — | Oct 2018 | IASMX vs FIQFX |
Other Mutual Funds from Guinness Atkinson
The 4 most viewed Guinness Atkinson mutual funds shown here include IWIRX, ICHKX, GAAEX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Guinness Atkinson Global Innovators Fund | Large Cap Growth Equities | 32 | 7.66% | — | Dec 1998 | IASMX vs IWIRX | |
| Guinness Atkinson China And Hong Kong Fund | China Equities, Asia Pacific Equities | 15 | -0.62% | — | Jun 1994 | IASMX vs ICHKX | |
| Guinness Atkinson Alternative Energy Fund | Global Equities, Alternative Energy Equities, Energy Equities | 27 | 10.24% | — | Mar 2006 | IASMX vs GAAEX | |
| Guinness Atkinson Global Energy Fund | Energy Equities | 83 | 36.05% | — | Jun 2004 | IASMX vs GAGEX |
Often Compared With IASMX
Investors most often compare IASMX with MGSEX, FEAAX, FIQPX. These 17 comparison targets span 6 categories, based on PortfoliosLab usage data.
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