JOHCM International Select Fund (JOHIX) belongs to the Foreign Large 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 JOHIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JOHIX
JOHIX charges 0.98% annually. There are 272 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | JOHIX vs FHLFX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | JOHIX vs FIGSX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | JOHIX vs FSOSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | JOHIX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | JOHIX vs FINVX |
Best Risk-Adjusted Alternatives to JOHIX
JOHIX has a PortfoliosLab risk / return rank of 25. There are 358 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 97 | — | Jul 1998 | JOHIX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | JOHIX vs SAHMX | |
| PIMCO RAE PLUS International Fund | 95 | — | Sep 2011 | JOHIX vs PTSIX | |
| Touchstone International Equity Fund | 94 | — | Mar 1993 | JOHIX vs SWRLX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | JOHIX vs VIHAX |
Top Performing JOHIX Alternatives (YTD)
JOHIX is at 4.53% YTD. There are 398 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 22.83%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 22.83% | — | Dec 2004 | JOHIX vs DCINX | |
| Pear Tree Polaris Foreign Value Fund | 21.28% | — | May 1998 | JOHIX vs QFVOX | |
| GMO Tax-Managed International Equities Fund | 21.02% | — | Jul 1998 | JOHIX vs GTMIX | |
| Touchstone International Equity Fund | 21.00% | — | Mar 1993 | JOHIX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 20.64% | — | Jun 2006 | JOHIX vs GIOTX |
Lowest Volatility Alternatives to JOHIX
JOHIX has 20.20% 1-year volatility. There are 398 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 7.67% | — | Nov 1997 | JOHIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class A | 7.67% | — | Sep 1996 | JOHIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class Z | 7.68% | — | Feb 2017 | JOHIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 7.69% | — | Apr 1990 | JOHIX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 7.69% | — | Jul 1995 | JOHIX vs FAOIX |
Lowest Drawdown Alternatives to JOHIX
JOHIX has a 1-year max drawdown of -14.26%. There are 387 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | JOHIX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | JOHIX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | JOHIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | JOHIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | JOHIX vs FAOAX |
Other Mutual Funds from JOHCM Funds
The 3 most viewed JOHCM Funds mutual funds shown here include JOEMX, JOPSX, JOMMX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JOHCM Emerging Markets Opportunities Fund | Emerging Markets Equities | 63 | 16.97% | — | Nov 2012 | JOHIX vs JOEMX | |
| JOHCM International Opportunities Fund | Foreign Large Cap Equities | 67 | 11.95% | — | Sep 2016 | JOHIX vs JOPSX | |
| JOHCM Emerging Markets Small Mid Cap Equity Fund | Emerging Markets Equities | 20 | 8.46% | — | Dec 2014 | JOHIX vs JOMMX |
Often Compared With JOHIX
Investors most often compare JOHIX with SWMIX, VIISX, HLMIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare JOHIX with Any Fund or Stock
Compare JOHIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JOHIX with funds that move differently
JOHCM International Select Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JOHIX.
Explore JOHIX Diversifiers