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% | 14.30B | Feb 2019 | LZISX vs VFSAX | |
| Avantis International Small Cap Value Fund | 0.36% | — | Dec 2019 | LZISX vs AVDVX |
Best Risk-Adjusted Alternatives to LZISX
LZISX has a PortfoliosLab risk / return rank of 75. There are 6 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 96 | — | Sep 2021 | LZISX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 96 | — | Aug 2023 | LZISX vs HRIIX | |
| Avantis International Small Cap Value Fund Class G | 84 | — | Jan 2021 | LZISX vs AVANX | |
| Virtus International Small-Cap Fund | 84 | — | Dec 1997 | LZISX vs ALOIX | |
| Avantis International Small Cap Value Fund | 84 | — | Dec 2019 | LZISX vs AVDVX |
Top Performing LZISX Alternatives (YTD)
LZISX is at 30.69% YTD. There are 3 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 49.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 49.59% | — | Sep 2021 | LZISX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 49.49% | — | Aug 2023 | LZISX vs HRIIX | |
| Calamos International Small Cap Growth Fund | 34.54% | — | Mar 2022 | LZISX vs CSGIX | |
| Artisan International Explorer Fund | 24.31% | — | May 2022 | LZISX vs ARHBX | |
| Pear Tree Polaris International Opportunities Fund | 20.47% | — | Jan 2019 | LZISX vs QISIX |
Lowest Volatility Alternatives to LZISX
LZISX has 20.07% 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 | 11.91% | — | Jun 2012 | LZISX vs MIDLX | |
| MFS International New Discovery Fund | 11.93% | — | Oct 1997 | LZISX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.33% | — | Mar 2007 | LZISX vs HLMSX | |
| Brandes International Small Cap Equity Fund | 12.57% | — | Jan 2012 | LZISX vs BISAX |
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.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Lazard Global Listed Infrastructure Portfolio Inst... | Global Equities | 34 | 8.80% | — | — | LZISX vs GLIFX | |
| Lazard Emerging Markets Equity Portfolio | Emerging Markets Diversified | 95 | 25.47% | — | Jul 1994 | LZISX vs LZEMX | |
| Lazard Global Listed Infrastructure Portfolio Open... | Global Equities | 33 | 8.72% | — | Dec 2009 | LZISX vs GLFOX | |
| Lazard International Strategic Equity Portfolio R6 | Foreign Large Cap Equities | 33 | 13.95% | — | Oct 2005 | LZISX vs LISIX | |
| Lazard International Quality Growth Portfolio | Foreign Large Cap Equities | 2 | -4.68% | — | Dec 2018 | LZISX vs ICMPX | |
| Lazard US Equity Focus Portfolio | Large Cap Blend Equities | 37 | 4.32% | — | Dec 2004 | LZISX vs LZUSX | |
| Lazard US Short Duration Fixed Income Portfolio | Ultrashort Bond | — | — | — | Feb 2011 | LZISX vs UMNIX | |
| Lazard International Equity Portfolio | Foreign Large Cap Equities | 36 | 10.24% | — | Oct 1991 | LZISX vs LZIEX | |
| Lazard Real Assets Portfolio | Global Allocation | 63 | 10.69% | — | Dec 2016 | LZISX vs RALIX | |
| Lazard Developing Markets Equity Portfolio | Emerging Markets Diversified | 93 | 36.53% | — | Sep 2008 | LZISX vs LDMIX |
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