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% | 14.30B | 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 42. There are 16 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 91 | — | Sep 2021 | MOWIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 91 | — | Aug 2023 | MOWIX vs HRIIX | |
| Virtus International Small-Cap Fund | 84 | — | Dec 1997 | MOWIX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 72 | — | Jan 2021 | MOWIX vs AVANX | |
| Avantis International Small Cap Value Fund Institu... | 71 | — | Dec 2019 | MOWIX vs AVDVX |
Top Performing MOWIX Alternatives (YTD)
MOWIX is at 6.97% YTD. There are 59 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 34.51%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 34.51% | — | Sep 2021 | MOWIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 34.37% | — | Aug 2023 | MOWIX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 24.74% | — | Nov 1993 | MOWIX vs LZISX | |
| Calamos International Small Cap Growth Fund | 23.47% | — | Mar 2022 | MOWIX vs CSGIX | |
| Artisan International Explorer Fund | 19.56% | — | May 2022 | MOWIX vs ARHBX |
Lowest Volatility Alternatives to MOWIX
MOWIX has 15.90% 1-year volatility. There are 68 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.15% | — | Jun 2014 | MOWIX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.30% | — | Jun 2012 | MOWIX vs MIDLX | |
| MFS International New Discovery Fund | 12.33% | — | Oct 1997 | MOWIX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.48% | — | Mar 2007 | MOWIX vs HLMSX | |
| Brandes International Small Cap Equity Fund Class ... | 12.71% | — | Feb 2012 | MOWIX vs BISMX |
Lowest Drawdown Alternatives to MOWIX
MOWIX has a 1-year max drawdown of -10.71%. There are 11 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 | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | MOWIX vs WCMSX | |
| 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 | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | MOWIX vs WISIX |
Often Compared With MOWIX
Investors most often compare MOWIX with BKIE, AVDV, MO. These 17 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