Lazard International Small Cap Equity Portfolio (LZISX) belongs to the Foreign Small & Mid 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 LZISX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LZISX
LZISX charges 1.14% annually. There are 50 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | LZISX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | LZISX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | LZISX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 13.80B | Feb 2019 | LZISX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | — | Aug 2008 | LZISX vs DFVQX |
Best Risk-Adjusted Alternatives to LZISX
LZISX has a PortfoliosLab risk / return rank of 47. There are 28 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus International Small-Cap Fund | 88 | — | Dec 1997 | LZISX vs ALOIX | |
| Avantis International Small Cap Value Fund Institu... | 85 | — | Dec 2019 | LZISX vs AVDVX | |
| Avantis International Small Cap Value Fund Class G | 85 | — | Jan 2021 | LZISX vs AVANX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 83 | — | Jun 2020 | LZISX vs HWTIX | |
| RBB Free Market International Equity Fund | 82 | — | Dec 2007 | LZISX vs FMNEX |
Top Performing LZISX Alternatives (YTD)
LZISX is at 18.32% YTD. There are 3 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 24.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | 24.77% | — | May 2022 | LZISX vs ARHBX | |
| Hood River International Opportunity Fund | 19.05% | — | Sep 2021 | LZISX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 18.99% | — | Aug 2023 | LZISX vs HRIIX | |
| AMG Yacktman Special Opportunities Fund | 17.51% | — | Jun 2014 | LZISX vs YASLX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 16.77% | — | Jun 2020 | LZISX vs HWTIX |
Lowest Volatility Alternatives to LZISX
LZISX has 21.48% 1-year volatility. There are 93 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.14% | — | Jun 2014 | LZISX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.47% | — | Jun 2012 | LZISX vs MIDLX | |
| MFS International New Discovery Fund | 12.50% | — | Oct 1997 | LZISX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.64% | — | Mar 2007 | LZISX vs HLMSX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | 12.83% | — | Apr 2008 | LZISX vs QUSIX |
Lowest Drawdown Alternatives to LZISX
LZISX has a 1-year max drawdown of -12.57%. There are 59 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | LZISX vs ARHBX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | LZISX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | LZISX vs OPGIX | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | LZISX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | — | Jun 2014 | LZISX vs YASLX |
Other Mutual Funds from Lazard
The 10 most viewed Lazard mutual funds shown here include GLIFX, LZEMX, GLFOX and span 8 categories.
Often Compared With LZISX
Investors most often compare LZISX with MECIX, DRIOX, IEGAX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare LZISX with Any Fund or Stock
Compare LZISX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LZISX with funds that move differently
Lazard International Small Cap Equity Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LZISX.
Explore LZISX Diversifiers