Moerus Worldwide Value Fund (MOWIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MOWIX
MOWIX charges 1.40% annually. Among mutual funds in the Foreign Small & Mid Cap Equities category, these options have the lowest expense ratios among MOWIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | Dec 3, 2009 | MOWIX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | Jun 25, 2021 | MOWIX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | Apr 2, 2009 | MOWIX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | Feb 7, 2019 | MOWIX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | Aug 13, 2008 | MOWIX vs DFVQX |
Best Risk-Adjusted Alternatives to MOWIX
Among mutual funds in the Foreign Small & Mid Cap Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Kopernik Global All-Cap Fund | 97 | Oct 31, 2013 | MOWIX vs KGGIX | |
| Kopernik Global All-Cap Fund Class A | 97 | Nov 1, 2013 | MOWIX vs KGGAX | |
| Hood River International Opportunity Fund | 97 | Sep 27, 2021 | MOWIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 97 | Aug 11, 2023 | MOWIX vs HRIIX | |
| Avantis International Small Cap Value Fund | 94 | Dec 3, 2019 | MOWIX vs AVDVX |
Top Performing MOWIX Alternatives (YTD)
MOWIX alternatives from the Foreign Small & Mid Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 7.56% | Jun 29, 2014 | MOWIX vs YASLX | |
| Hood River International Opportunity Fund | 6.18% | Sep 27, 2021 | MOWIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 6.14% | Aug 11, 2023 | MOWIX vs HRIIX | |
| Kopernik Global All-Cap Fund | 4.70% | Oct 31, 2013 | MOWIX vs KGGIX | |
| Kopernik Global All-Cap Fund Class A | 4.60% | Nov 1, 2013 | MOWIX vs KGGAX |
Lowest Volatility Alternatives to MOWIX
MOWIX alternatives from the Foreign Small & Mid Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS International New Discovery Fund Class R6 | 12.10% | Jun 1, 2012 | MOWIX vs MIDLX | |
| MFS International New Discovery Fund | 12.11% | Oct 8, 1997 | MOWIX vs MWNIX | |
| AMG Yacktman Special Opportunities Fund | 12.99% | Jun 29, 2014 | MOWIX vs YASLX | |
| Artisan International Explorer Fund | 13.06% | May 15, 2022 | MOWIX vs ARHBX | |
| Harding Loevner International Small Companies Port... | 13.26% | Mar 25, 2007 | MOWIX vs HLMSX |
Lowest Drawdown Alternatives to MOWIX
MOWIX alternatives from the Foreign Small & Mid Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | May 15, 2022 | MOWIX vs ARHBX | |
| William Blair International Small Cap Growth Fund | -10.09% | Oct 31, 2005 | MOWIX vs WISIX | |
| Artisan International Small-Mid Fund | -10.10% | Dec 20, 2001 | MOWIX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | Jun 29, 2014 | MOWIX vs YASLX | |
| Grandeur Peak International Stalwarts Fund | -10.42% | Aug 31, 2015 | MOWIX vs GISOX |
Often Compared With MOWIX
What investors most often compare with MOWIX, 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.