LSV Emerging Markets Equity Fund (LVAZX) 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 LVAZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LVAZX
LVAZX charges 1.45% annually. There are 145 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 | LVAZX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | LVAZX vs FERGX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | LVAZX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | LVAZX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | LVAZX vs EMPTX |
Best Risk-Adjusted Alternatives to LVAZX
LVAZX has a PortfoliosLab risk / return rank of 93. There are 4 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 97 | — | Jun 1996 | LVAZX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 96 | — | Nov 2021 | LVAZX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 95 | — | Jan 2018 | LVAZX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 94 | — | Oct 2021 | LVAZX vs GMAQX | |
| Lazard Emerging Markets Equity Portfolio | 93 | — | Jul 1994 | LVAZX vs LZEMX |
Top Performing LVAZX Alternatives (YTD)
LVAZX is at 29.87% YTD. There are 19 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 125.98%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 125.98% | — | Jun 1996 | LVAZX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 75.65% | — | Nov 2021 | LVAZX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 57.98% | — | Jan 2018 | LVAZX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 44.54% | — | Oct 2021 | LVAZX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 40.89% | — | Jan 1994 | LVAZX vs GTDDX |
Lowest Volatility Alternatives to LVAZX
LVAZX has 18.32% 1-year volatility. There are 49 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 11.19%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 11.19% | — | Oct 2011 | LVAZX vs ESCIX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.54% | — | Dec 2013 | LVAZX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.57% | — | Dec 2016 | LVAZX vs GQGPX | |
| The Cook & Bynum Fund | 11.91% | — | Jun 2009 | LVAZX vs COBYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | 12.07% | — | Dec 2020 | LVAZX vs BADEX |
Lowest Drawdown Alternatives to LVAZX
LVAZX has a 1-year max drawdown of -11.44%. There are 31 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 | LVAZX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | LVAZX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | LVAZX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | LVAZX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | LVAZX vs GQGPX |
Other Mutual Funds from LSV
The 4 most viewed LSV mutual funds shown here include LSVQX, LSVEX, LSVVX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| LSV Small Cap Value Fund | Small Cap Value Equities | 59 | 16.10% | — | Feb 2013 | LVAZX vs LSVQX | |
| LSV Value Equity Fund | Large Cap Value Equities | 87 | 14.26% | — | Mar 1999 | LVAZX vs LSVEX | |
| LSV Conservative Value Equity Fund | Large Cap Value Equities | 94 | 15.99% | — | Mar 2007 | LVAZX vs LSVVX | |
| LSV Global Value Fund | Global Equities | 94 | 21.70% | — | Jun 2014 | LVAZX vs LVAGX |
Often Compared With LVAZX
Investors most often compare LVAZX with DWGAX, EITEX, BEMIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare LVAZX with Any Fund or Stock
Compare LVAZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LVAZX with funds that move differently
LSV Emerging Markets Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LVAZX.
Explore LVAZX Diversifiers