Matthews Emerging Markets Small Companies Fund (MSMLX) belongs to the Emerging Markets Equities 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 171 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | MSMLX vs FHKFX | |
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | MSMLX vs FEMSX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | MSMLX vs VEMIX | |
| 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 |
Best Risk-Adjusted Alternatives to MSMLX
MSMLX has a PortfoliosLab risk / return rank of 24. There are 196 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio Class R6 | 96 | — | — | MSMLX vs RLEMX | |
| Lazard Emerging Markets Equity Portfolio | 95 | — | Jul 1994 | MSMLX vs LZEMX | |
| Delaware Emerging Markets Fund | 92 | — | Jun 1996 | MSMLX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 92 | — | Jun 1996 | MSMLX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 92 | — | Jun 1996 | MSMLX vs DEMCX |
Top Performing MSMLX Alternatives (YTD)
MSMLX is at 14.34% YTD. There are 155 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 77.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 77.44% | — | Jun 1996 | MSMLX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 77.19% | — | Jun 1996 | MSMLX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 76.42% | — | Jun 1996 | MSMLX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 55.40% | — | Nov 2021 | MSMLX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 40.55% | — | Oct 2021 | MSMLX vs GMAQX |
Lowest Volatility Alternatives to MSMLX
MSMLX has 20.86% 1-year volatility. There are 88 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.86% | — | Dec 2016 | MSMLX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | MSMLX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | MSMLX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | MSMLX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | MSMLX vs FGKPX |
Lowest Drawdown Alternatives to MSMLX
MSMLX has a 1-year max drawdown of -13.68%. There are 93 mutual funds in the Emerging Markets Equities 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 | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | MSMLX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | MSMLX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | MSMLX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | MSMLX vs COBYX |
Other Mutual Funds from Matthews
The 8 most viewed Matthews mutual funds shown here include MINDX, MCHFX, MATFX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Matthews India Fund | India Equities, Asia Pacific Equities | 3 | -6.61% | — | Oct 2005 | MSMLX vs MINDX | |
| Matthews China Fund | China Equities, Asia Pacific Equities | 10 | -1.69% | — | Feb 1998 | MSMLX vs MCHFX | |
| Matthews Asia Innovators Fund | Asia Pacific Equities | 69 | 38.22% | — | Dec 1999 | MSMLX vs MATFX | |
| Matthews China Small Companies Fund | China Equities, Asia Pacific Equities | 32 | 21.68% | — | May 2011 | MSMLX vs MCSMX | |
| Matthews Pacific Tiger Fund | Asia Pacific Equities | 56 | 21.02% | — | Sep 1994 | MSMLX vs MAPTX | |
| Matthews Japan Fund | Japan Equities, Asia Pacific Equities | 46 | 15.22% | — | Dec 1998 | MSMLX vs MJFOX | |
| Matthews Asia ESG Fund | Asia Pacific Equities | 68 | 31.19% | — | Apr 2015 | MSMLX vs MASGX | |
| Matthews Emerging Markets Equity Fund | Emerging Markets Equities | 60 | 23.67% | — | Apr 2020 | MSMLX vs MEGMX |
Often Compared With MSMLX
Investors most often compare MSMLX with HSCZ, GSINX, FEDDX. These 20 comparison targets span 5 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