LZIEX Alternatives & Similar Mutual Funds

Lazard International Equity Portfolio (LZIEX) 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 LZIEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to LZIEX

LZIEX charges 0.82% annually. There are 176 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
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	LZIEX vs FSOSX
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	LZIEX vs FINVX
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	LZIEX vs FIGSX
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	LZIEX vs FHLFX
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	LZIEX vs FSGEX

Best Risk-Adjusted Alternatives to LZIEX

LZIEX has a PortfoliosLab risk / return rank of 54. There are 237 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
GTMIX	GMO Tax-Managed International Equities Fund	97	—	Jul 1998	LZIEX vs GTMIX
SAHMX	SA International Value Fund	96	—	Aug 1999	LZIEX vs SAHMX
PTSIX	PIMCO RAE PLUS International Fund	95	—	Sep 2011	LZIEX vs PTSIX
VIHAX	Vanguard International High Dividend Yield Index F...	94	20.40B	Mar 2016	LZIEX vs VIHAX
DFVIX	DFA International Value III Portfolio	94	—	Feb 1995	LZIEX vs DFVIX

Top Performing LZIEX Alternatives (YTD)

LZIEX is at 11.20% YTD. There are 254 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 23.03%.

Symbol	Name	YTD Return	AUM	Inception
DCINX	Dunham International Stock Fund	23.03%	—	Dec 2004	LZIEX vs DCINX
GTMIX	GMO Tax-Managed International Equities Fund	22.05%	—	Jul 1998	LZIEX vs GTMIX
SWRLX	Touchstone International Equity Fund	21.39%	—	Mar 1993	LZIEX vs SWRLX
GIOTX	GMO International Developed Equity Allocation Fund	21.36%	—	Jun 2006	LZIEX vs GIOTX
FISZX	Fidelity SAI International SMA Completion Fund	20.57%	—	Apr 2019	LZIEX vs FISZX

Lowest Volatility Alternatives to LZIEX

LZIEX has 14.71% 1-year volatility. There are 117 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
FAOCX	Fidelity Advisor Overseas Fund Class C	7.67%	—	Nov 1997	LZIEX vs FAOCX
FAOAX	Fidelity Advisor Overseas Fund Class A	7.67%	—	Sep 1996	LZIEX vs FAOAX
FAOSX	Fidelity Advisor Overseas Fund Class Z	7.68%	—	Feb 2017	LZIEX vs FAOSX
FAERX	Fidelity Advisor Overseas Fund Class M	7.69%	—	Apr 1990	LZIEX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	7.69%	—	Jul 1995	LZIEX vs FAOIX

Lowest Drawdown Alternatives to LZIEX

LZIEX has a 1-year max drawdown of -11.88%. There are 238 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
RWIIX	Redwood AlphaFactor Tactical International Fund	-6.94%	—	Nov 2017	LZIEX vs RWIIX
IVFIX	Federated Hermes International Strategic Value Div...	-6.97%	—	Jun 2008	LZIEX vs IVFIX
FAOSX	Fidelity Advisor Overseas Fund Class Z	-7.26%	—	Feb 2017	LZIEX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	-7.28%	—	Jul 1995	LZIEX vs FAOIX
FAERX	Fidelity Advisor Overseas Fund Class M	-7.29%	—	Apr 1990	LZIEX vs FAERX

Other Mutual Funds from Lazard

The 10 most viewed Lazard mutual funds shown here include GLIFX, LZEMX, GLFOX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	Infrastructure Equities, Global Equities	43	7.74%	—	—	LZIEX vs GLIFX
LZEMX	Lazard Emerging Markets Equity Portfolio	Emerging Markets Equities	94	24.10%	—	Jul 1994	LZIEX vs LZEMX
GLFOX	Lazard Global Listed Infrastructure Portfolio Open...	Infrastructure Equities, Global Equities	40	7.60%	—	Dec 2009	LZIEX vs GLFOX
LISIX	Lazard International Strategic Equity Portfolio R6	Foreign Large Cap Equities	33	10.98%	—	Oct 2005	LZIEX vs LISIX
UMNIX	Lazard US Short Duration Fixed Income Portfolio	Ultrashort Bond	—	—	—	Feb 2011	LZIEX vs UMNIX
ICMPX	Lazard International Quality Growth Portfolio	Quality Factor, Foreign Large Cap Equities	6	0.59%	—	Dec 2018	LZIEX vs ICMPX
LZUSX	Lazard US Equity Focus Portfolio	Large Cap Blend Equities	51	8.70%	—	Dec 2004	LZIEX vs LZUSX
LZISX	Lazard International Small Cap Equity Portfolio	Foreign Small & Mid Cap Equities	47	18.32%	—	Nov 1993	LZIEX vs LZISX
RALIX	Lazard Real Assets Portfolio	Global Allocation	90	13.88%	—	Dec 2016	LZIEX vs RALIX
LEAIX	Lazard Emerging Markets Equity Advantage Portfolio	Emerging Markets Equities	63	17.83%	—	May 2015	LZIEX vs LEAIX

Often Compared With LZIEX

Investors most often compare LZIEX with CAIBX, HLMIX, LZFIX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CAIBX	American Funds Capital Income Builder Class A	Diversified Portfolio	86	10.38%	—	Jul 1987	LZIEX vs CAIBX
HLMIX	Harding Loevner International Equity Portfolio	Foreign Large Cap Equities	78	15.68%	—	May 1994	LZIEX vs HLMIX
LZFIX	Lazard Equity Franchise Portfolio	Large Cap Value Equities	3	5.14%	—	Sep 2017	LZIEX vs LZFIX
LGI	Lazard Global Total Return and Income Fund	Global Allocation	29	10.22%	—	Apr 2004	LZIEX vs LGI
LCAIX	Lazard Opportunistic Strategies Portfolio	Tactical Allocation	38	5.33%	—	Mar 2008	LZIEX vs LCAIX
LZSIX	Lazard International Equity Select Portfolio R6	Foreign Large Cap Equities	60	13.81%	—	May 2001	LZIEX vs LZSIX
LDMIX	Lazard Developing Markets Equity Portfolio	Emerging Markets Equities	72	20.50%	—	Sep 2008	LZIEX vs LDMIX
ANDIX	AQR International Defensive Style Fund	Foreign Large Cap Equities	—	—	—	Jul 2012	LZIEX vs ANDIX
LZHYX	Lazard US Corporate Income Portfolio	High Yield Bonds	85	1.17%	—	Jan 1998	LZIEX vs LZHYX
SIMYX	SEI Institutional Managed Trust Tax-Managed Intern...	Foreign Large Cap Equities, Low Volatility	77	12.15%	—	Oct 2016	LZIEX vs SIMYX
PZRIX	PIMCO RAE Global ex-US Fund	Foreign Large Cap Equities	92	16.22%	—	Jun 2015	LZIEX vs PZRIX
APHIX	Artisan International Fund Institutional Class	Foreign Large Cap Equities	59	15.20%	—	Jul 1997	LZIEX vs APHIX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	Foreign Large Cap Equities, Low Volatility	66	11.41%	—	May 2015	LZIEX vs FSKLX
SHLD	Global X Defense Tech ETF	Aerospace & Defense	14	-2.06%	7.00B	Sep 2023	LZIEX vs SHLD
CIGIX	Calamos International Growth Fund	Foreign Large Cap Equities	29	16.59%	—	Mar 2005	LZIEX vs CIGIX
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	86	9.36%	—	Jan 2014	LZIEX vs EPDPX
KGIIX	Kopernik International Fund	Foreign Large Cap Equities	66	5.87%	—	Jun 2015	LZIEX vs KGIIX
GSIMX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	61	8.14%	—	Dec 2016	LZIEX vs GSIMX
TIVFX	American Beacon Tocqueville International Value Fu...	Foreign Large Cap Equities	52	17.03%	—	Aug 1994	LZIEX vs TIVFX
WEFIX	Weitz Short Duration Income Fund	Short-Term Bond	96	1.41%	—	Dec 1988	LZIEX vs WEFIX

Compare LZIEX with Any Fund or Stock

Compare LZIEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair LZIEX with funds that move differently

Lazard International Equity Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LZIEX.

Explore LZIEX Diversifiers

Lazard International Equity Portfolio (LZIEX) Alternatives