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 260 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 Overseas Fund | 0.01% | — | Jun 2019 | JOHIX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | JOHIX vs FIGSX | |
| 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 | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | JOHIX vs FHLFX |
Best Risk-Adjusted Alternatives to JOHIX
JOHIX has a PortfoliosLab risk / return rank of 15. There are 333 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Global Opportunities Fund | 94 | — | Jul 2006 | JOHIX vs THOIX | |
| American Beacon Tocqueville International Value Fu... | 93 | — | Aug 1994 | JOHIX vs TIVFX | |
| Touchstone International Equity Fund | 91 | — | Mar 1993 | JOHIX vs SWRLX | |
| Dunham International Stock Fund | 91 | — | Dec 2004 | JOHIX vs DCINX | |
| DFA World ex U.S. Value Portfolio Fund | 88 | — | Aug 2010 | JOHIX vs DFWVX |
Top Performing JOHIX Alternatives (YTD)
JOHIX is at 6.26% YTD. There are 357 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 35.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 35.17% | — | Aug 1994 | JOHIX vs TIVFX | |
| Calamos International Growth Fund | 34.54% | — | Mar 2005 | JOHIX vs CIGIX | |
| Lord Abbett International Growth Fund | 27.78% | — | Jun 2021 | JOHIX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 27.01% | — | Apr 2019 | JOHIX vs FISZX | |
| Dunham International Stock Fund | 26.35% | — | Dec 2004 | JOHIX vs DCINX |
Lowest Volatility Alternatives to JOHIX
JOHIX has 18.90% 1-year volatility. There are 413 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 9.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 9.17% | — | Nov 1997 | JOHIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 9.18% | — | Feb 2017 | JOHIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 9.18% | — | Sep 1996 | JOHIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class M | 9.19% | — | Apr 1990 | JOHIX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 9.20% | — | Jul 1995 | JOHIX vs FAOIX |
Lowest Drawdown Alternatives to JOHIX
JOHIX has a 1-year max drawdown of -14.26%. There are 383 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 M | -7.29% | — | Apr 1990 | JOHIX vs FAERX |
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 Diversified | 73 | 22.74% | — | Nov 2012 | JOHIX vs JOEMX | |
| JOHCM International Opportunities Fund | Foreign Large Cap Equities | 24 | 10.64% | — | Sep 2016 | JOHIX vs JOPSX | |
| JOHCM Emerging Markets Small Mid Cap Equity Fund | Emerging Markets Diversified | 51 | 20.10% | — | Dec 2014 | JOHIX vs JOMMX |
Often Compared With JOHIX
Investors most often compare JOHIX with VIISX, SWMIX, HLMIX. These 20 comparison targets span 3 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