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% | 13.90B | 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 63. There are 11 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 95 | — | Sep 2021 | LZISX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 95 | — | Aug 2023 | LZISX vs HRIIX | |
| Avantis International Small Cap Value Fund Class G | 83 | — | Jan 2021 | LZISX vs AVANX | |
| Virtus International Small-Cap Fund | 82 | — | Dec 1997 | LZISX vs ALOIX | |
| Kopernik Global All-Cap Fund | 80 | — | Oct 2013 | LZISX vs KGGIX |
Top Performing LZISX Alternatives (YTD)
LZISX is at 27.20% YTD. There are 3 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 45.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 45.74% | — | Sep 2021 | LZISX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 45.63% | — | Aug 2023 | LZISX vs HRIIX | |
| Calamos International Small Cap Growth Fund | 37.02% | — | Mar 2022 | LZISX vs CSGIX | |
| Artisan International Explorer Fund | 24.92% | — | May 2022 | LZISX vs ARHBX | |
| Lord Abbett International Opportunities Fund | 20.78% | — | Dec 1996 | LZISX vs LAIEX |
Lowest Volatility Alternatives to LZISX
LZISX has 19.14% 1-year volatility. There are 95 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.01%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.01% | — | Jun 2014 | LZISX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 11.54% | — | Jun 2012 | LZISX vs MIDLX | |
| MFS International New Discovery Fund | 11.56% | — | Oct 1997 | LZISX vs MWNIX | |
| Fidelity Advisor International Small Cap Fund Clas... | 12.23% | — | Oct 2018 | LZISX vs FIQIX | |
| Fidelity Advisor International Small Cap Fund Clas... | 12.24% | — | May 2003 | LZISX vs FTISX |
Lowest Drawdown Alternatives to LZISX
LZISX has a 1-year max drawdown of -12.10%. There are 55 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 | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | LZISX vs WCMSX | |
| 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 | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | LZISX vs WISIX |
Other Mutual Funds from Lazard
The 10 most viewed Lazard mutual funds shown here include GLIFX, LZEMX, GLFOX and span 6 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