Putnam International Capital Opportunities Fund (PNVAX) 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 PNVAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PNVAX
PNVAX charges 1.51% annually. There are 84 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 | PNVAX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | PNVAX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | PNVAX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 14.30B | Feb 2019 | PNVAX vs VFSAX | |
| Avantis International Small Cap Value Fund | 0.36% | — | Dec 2019 | PNVAX vs AVDVX |
Best Risk-Adjusted Alternatives to PNVAX
PNVAX has a PortfoliosLab risk / return rank of 8. There are 84 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 95 | — | Sep 2021 | PNVAX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 95 | — | Aug 2023 | PNVAX vs HRIIX | |
| Avantis International Small Cap Value Fund Class G | 82 | — | Jan 2021 | PNVAX vs AVANX | |
| Virtus International Small-Cap Fund | 81 | — | Dec 1997 | PNVAX vs ALOIX | |
| Avantis International Small Cap Value Fund | 81 | — | Dec 2019 | PNVAX vs AVDVX |
Top Performing PNVAX Alternatives (YTD)
PNVAX is at 2.08% YTD. There are 86 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 47.70%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 47.70% | — | Sep 2021 | PNVAX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 47.59% | — | Aug 2023 | PNVAX vs HRIIX | |
| Calamos International Small Cap Growth Fund | 32.95% | — | Mar 2022 | PNVAX vs CSGIX | |
| Lazard International Small Cap Equity Portfolio | 30.03% | — | Nov 1993 | PNVAX vs LZISX | |
| Artisan International Explorer Fund | 22.47% | — | May 2022 | PNVAX vs ARHBX |
Lowest Volatility Alternatives to PNVAX
PNVAX has 14.44% 1-year volatility. There are 46 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.18% | — | Jun 2014 | PNVAX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 11.90% | — | Jun 2012 | PNVAX vs MIDLX | |
| MFS International New Discovery Fund | 11.93% | — | Oct 1997 | PNVAX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.33% | — | Mar 2007 | PNVAX vs HLMSX | |
| Brandes International Small Cap Equity Fund | 12.51% | — | Jan 2012 | PNVAX vs BISAX |
Lowest Drawdown Alternatives to PNVAX
PNVAX has a 1-year max drawdown of -12.87%. There are 69 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 | PNVAX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | PNVAX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | PNVAX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | PNVAX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | PNVAX vs WISIX |
Other Mutual Funds from Putnam
The 10 most viewed Putnam mutual funds shown here include PEYAX, PEQSX, PEIYX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Putnam Large Cap Value Fund | Large Cap Value Equities | 83 | 10.90% | — | Jun 1977 | PNVAX vs PEYAX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 84 | 11.05% | — | Jul 2012 | PNVAX vs PEQSX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 84 | 11.02% | — | Jan 1998 | PNVAX vs PEIYX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 20 | 6.16% | — | Oct 1995 | PNVAX vs POGAX | |
| Putnam Global Technology Fund | Technology Equities | 82 | 38.38% | — | Dec 2008 | PNVAX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 24 | 3.72% | — | Aug 1990 | PNVAX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 53 | 7.62% | — | Sep 2010 | PNVAX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 21 | 6.29% | — | Aug 1999 | PNVAX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 98 | 1.43% | — | Oct 2011 | PNVAX vs PSDYX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 42 | 25.36% | — | Dec 1997 | PNVAX vs PNSAX |
Often Compared With PNVAX
Investors most often compare PNVAX with FTISX, PNRAX, KGGIX. These 9 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Advisor International Small Cap Fund Clas... | Foreign Small & Mid Cap Equities | 29 | 11.01% | — | May 2003 | PNVAX vs FTISX | |
| Putnam Research Fund | Large Cap Blend Equities | 80 | 12.42% | — | Oct 1995 | PNVAX vs PNRAX | |
| Kopernik Global All-Cap Fund | Foreign Small & Mid Cap Equities | 49 | 4.96% | — | Oct 2013 | PNVAX vs KGGIX | |
| Fidelity Advisor International Small Cap Fund Clas... | Foreign Small & Mid Cap Equities | 30 | 11.18% | — | May 2003 | PNVAX vs FIASX | |
| Kopernik Global All-Cap Fund Class A | Foreign Small & Mid Cap Equities | 48 | 4.80% | — | Nov 2013 | PNVAX vs KGGAX | |
| Grandeur Peak International Stalwarts Fund | Foreign Small & Mid Cap Equities | 20 | 20.69% | — | Aug 2015 | PNVAX vs GISOX | |
| Fidelity Advisor International Small Cap Fund Clas... | Foreign Small & Mid Cap Equities | 31 | 11.35% | — | Oct 2018 | PNVAX vs FIQIX | |
| Fidelity International Small Cap Fund | Foreign Small & Mid Cap Equities | 31 | 11.30% | — | Sep 2002 | PNVAX vs FISMX | |
| DFA International Vector Equity Portfolio | Foreign Small & Mid Cap Equities | 57 | 11.02% | — | Aug 2008 | PNVAX vs DFVQX |
Compare PNVAX with Any Fund or Stock
Compare PNVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PNVAX with funds that move differently
Putnam International Capital Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PNVAX.
Explore PNVAX Diversifiers