Pzena Emerging Markets Value Fund Institutional Class (PZIEX) 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 PZIEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PZIEX
PZIEX charges 1.08% annually. There are 104 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 | PZIEX vs FHKFX | |
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | PZIEX vs FEMSX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | PZIEX vs VEMIX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | PZIEX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | PZIEX vs FPADX |
Best Risk-Adjusted Alternatives to PZIEX
PZIEX has a PortfoliosLab risk / return rank of 57. There are 117 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio | 94 | — | Jul 1994 | PZIEX vs LZEMX | |
| Lazard Emerging Markets Equity Portfolio Class R6 | 94 | — | — | PZIEX vs RLEMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 92 | — | Oct 2011 | PZIEX vs ESCIX | |
| Delaware Emerging Markets Fund | 91 | — | Jun 1996 | PZIEX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 91 | — | Jun 1996 | PZIEX vs DEMAX |
Top Performing PZIEX Alternatives (YTD)
PZIEX is at 11.34% YTD. There are 170 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 68.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 68.59% | — | Jun 1996 | PZIEX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 68.34% | — | Jun 1996 | PZIEX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 67.60% | — | Jun 1996 | PZIEX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 50.59% | — | Nov 2021 | PZIEX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 37.39% | — | Oct 2021 | PZIEX vs GMAQX |
Lowest Volatility Alternatives to PZIEX
PZIEX has 15.96% 1-year volatility. There are 35 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.88% | — | Dec 2016 | PZIEX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | PZIEX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | PZIEX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | PZIEX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | PZIEX vs FGKPX |
Lowest Drawdown Alternatives to PZIEX
PZIEX has a 1-year max drawdown of -12.79%. There are 59 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 | PZIEX vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | PZIEX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | PZIEX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | PZIEX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | PZIEX vs COBYX |
Other Mutual Funds from Pzena
The 4 most viewed Pzena mutual funds shown here include PZVEX, PZVIX, PZVMX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pzena Emerging Markets Value Fund | Emerging Markets Equities | 55 | 11.14% | — | Mar 2014 | PZIEX vs PZVEX | |
| Pzena International Small Cap Value Fund | Foreign Small & Mid Cap Equities | 32 | 9.58% | — | Jul 2018 | PZIEX vs PZVIX | |
| Pzena Mid Cap Value Fund | Mid Cap Value Equities | 31 | 20.55% | — | Mar 2014 | PZIEX vs PZVMX | |
| Pzena Small Cap Value Fund | Small Cap Value Equities | 39 | 23.93% | — | Apr 2016 | PZIEX vs PZVSX |
Often Compared With PZIEX
Investors most often compare PZIEX with FIQGX, SIVLX, FEDTX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare PZIEX with Any Fund or Stock
Compare PZIEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PZIEX with funds that move differently
Pzena Emerging Markets Value Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PZIEX.
Explore PZIEX Diversifiers