Moerus Worldwide Value Fund (MOWIX) 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 MOWIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MOWIX
MOWIX charges 1.40% annually. There are 74 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 | MOWIX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | MOWIX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | MOWIX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 13.80B | Feb 2019 | MOWIX vs VFSAX | |
| Avantis International Small Cap Value Fund Institu... | 0.36% | — | Dec 2019 | MOWIX vs AVDVX |
Best Risk-Adjusted Alternatives to MOWIX
MOWIX has a PortfoliosLab risk / return rank of 56. There are 18 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus International Small-Cap Fund | 89 | — | Dec 1997 | MOWIX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 83 | — | Jan 2021 | MOWIX vs AVANX | |
| Avantis International Small Cap Value Fund Institu... | 82 | — | Dec 2019 | MOWIX vs AVDVX | |
| RBB Free Market International Equity Fund | 80 | — | Dec 2007 | MOWIX vs FMNEX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 80 | — | Jun 2020 | MOWIX vs HWTIX |
Top Performing MOWIX Alternatives (YTD)
MOWIX is at 7.79% YTD. There are 45 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 24.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | 24.46% | — | May 2022 | MOWIX vs ARHBX | |
| Hood River International Opportunity Fund | 19.18% | — | Sep 2021 | MOWIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 19.11% | — | Aug 2023 | MOWIX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 18.70% | — | Nov 1993 | MOWIX vs LZISX | |
| AMG Yacktman Special Opportunities Fund | 17.51% | — | Jun 2014 | MOWIX vs YASLX |
Lowest Volatility Alternatives to MOWIX
MOWIX has 15.76% 1-year volatility. There are 62 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.04% | — | Jun 2014 | MOWIX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.47% | — | Jun 2012 | MOWIX vs MIDLX | |
| MFS International New Discovery Fund | 12.50% | — | Oct 1997 | MOWIX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.62% | — | Mar 2007 | MOWIX vs HLMSX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | 12.81% | — | Apr 2008 | MOWIX vs QUSIX |
Lowest Drawdown Alternatives to MOWIX
MOWIX has a 1-year max drawdown of -10.71%. There are 9 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 | MOWIX vs ARHBX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | MOWIX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | MOWIX vs OPGIX | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | MOWIX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | — | Jun 2014 | MOWIX vs YASLX |
Often Compared With MOWIX
Investors most often compare MOWIX with BKIE, MO, AVDV. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare MOWIX with Any Fund or Stock
Compare MOWIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MOWIX with funds that move differently
Moerus Worldwide Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MOWIX.
Explore MOWIX Diversifiers