Matthews Emerging Markets Small Companies Fund (MSMLX) belongs to the Emerging Markets Diversified category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MSMLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MSMLX
MSMLX charges 1.37% annually. There are 138 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | MSMLX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | MSMLX vs FPADX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | MSMLX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | MSMLX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | MSMLX vs EMPTX |
Best Risk-Adjusted Alternatives to MSMLX
MSMLX has a PortfoliosLab risk / return rank of 50. There are 148 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 98 | — | Jun 1996 | MSMLX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 98 | — | Nov 2021 | MSMLX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 97 | — | Jan 2018 | MSMLX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 96 | — | Oct 2021 | MSMLX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 96 | — | Jan 2019 | MSMLX vs LVAZX |
Top Performing MSMLX Alternatives (YTD)
MSMLX is at 28.37% YTD. There are 91 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 145.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 145.11% | — | Jun 1996 | MSMLX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 92.59% | — | Nov 2021 | MSMLX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 72.12% | — | Jan 2018 | MSMLX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 53.39% | — | Oct 2021 | MSMLX vs GMAQX | |
| abrdn Emerging Markets ex-China Fund | 49.19% | — | Aug 2000 | MSMLX vs GLLSX |
Lowest Volatility Alternatives to MSMLX
MSMLX has 19.53% 1-year volatility. There are 83 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 11.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 11.24% | — | Oct 2011 | MSMLX vs ESCIX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.47% | — | Dec 2013 | MSMLX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | MSMLX vs GQGPX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | 11.61% | — | Dec 2020 | MSMLX vs BADEX | |
| The Cook & Bynum Fund | 11.91% | — | Jun 2009 | MSMLX vs COBYX |
Lowest Drawdown Alternatives to MSMLX
MSMLX has a 1-year max drawdown of -12.89%. There are 66 mutual funds in the Emerging Markets Diversified category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | MSMLX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | MSMLX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | MSMLX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | MSMLX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | MSMLX vs GQGPX |
Other Mutual Funds from Matthews
The 8 most viewed Matthews mutual funds shown here include MINDX, MCHFX, MATFX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Matthews India Fund | Asia Pacific Equities | 2 | -8.48% | — | Oct 2005 | MSMLX vs MINDX | |
| Matthews China Fund | China Equities | 25 | 5.06% | — | Feb 1998 | MSMLX vs MCHFX | |
| Matthews Asia Innovators Fund | Asia Pacific Equities | 97 | 71.69% | — | Dec 1999 | MSMLX vs MATFX | |
| Matthews China Small Companies Fund | China Equities | 96 | 55.33% | — | May 2011 | MSMLX vs MCSMX | |
| Matthews Pacific Tiger Fund | Asia Pacific Equities | 92 | 38.53% | — | Sep 1994 | MSMLX vs MAPTX | |
| Matthews Japan Fund | Japan Equities | 46 | 22.07% | — | Dec 1998 | MSMLX vs MJFOX | |
| Matthews Asia ESG Fund | Asia Pacific Equities | 93 | 54.22% | — | Apr 2015 | MSMLX vs MASGX | |
| Matthews Emerging Markets Equity Fund | Emerging Markets Diversified | 88 | 39.17% | — | Apr 2020 | MSMLX vs MEGMX |
Often Compared With MSMLX
Investors most often compare MSMLX with HSCZ, GSINX, FEDDX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare MSMLX with Any Fund or Stock
Compare MSMLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MSMLX with funds that move differently
Matthews Emerging Markets Small Companies Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSMLX.
Explore MSMLX Diversifiers