LSV Emerging Markets Equity Fund (LVAZX) belongs to the Emerging Markets Equities 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 181 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | LVAZX vs FEMSX | |
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | LVAZX vs FHKFX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | LVAZX vs VEMIX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | LVAZX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | LVAZX vs FPADX |
Best Risk-Adjusted Alternatives to LVAZX
LVAZX has a PortfoliosLab risk / return rank of 88. There are 10 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio Class R6 | 96 | — | — | LVAZX vs RLEMX | |
| Lazard Emerging Markets Equity Portfolio | 95 | — | Jul 1994 | LVAZX vs LZEMX | |
| Delaware Emerging Markets Fund | 92 | — | Jun 1996 | LVAZX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 92 | — | Jun 1996 | LVAZX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 92 | — | Jun 1996 | LVAZX vs DEMCX |
Top Performing LVAZX Alternatives (YTD)
LVAZX is at 25.74% YTD. There are 14 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 77.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 77.44% | — | Jun 1996 | LVAZX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 77.19% | — | Jun 1996 | LVAZX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 76.42% | — | Jun 1996 | LVAZX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 55.40% | — | Nov 2021 | LVAZX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 40.55% | — | Oct 2021 | LVAZX vs GMAQX |
Lowest Volatility Alternatives to LVAZX
LVAZX has 19.95% 1-year volatility. There are 72 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.86% | — | Dec 2016 | LVAZX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | LVAZX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | LVAZX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | LVAZX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | LVAZX vs FGKPX |
Lowest Drawdown Alternatives to LVAZX
LVAZX has a 1-year max drawdown of -11.58%. There are 40 mutual funds in the Emerging Markets Equities 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 | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | LVAZX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | LVAZX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | LVAZX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | LVAZX vs COBYX |
Other Mutual Funds from LSV
The 4 most viewed LSV mutual funds shown here include LSVEX, LSVVX, LVAGX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| LSV Value Equity Fund | Large Cap Value Equities | 96 | 19.26% | — | Mar 1999 | LVAZX vs LSVEX | |
| LSV Conservative Value Equity Fund | Large Cap Value Equities | 98 | 21.02% | — | Mar 2007 | LVAZX vs LSVVX | |
| LSV Global Value Fund | Global Equities | 97 | 24.72% | — | Jun 2014 | LVAZX vs LVAGX | |
| LSV Small Cap Value Fund | Small Cap Value Equities | 85 | 21.08% | — | Feb 2013 | LVAZX vs LSVQX |
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