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 24 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 Opportunities Fun... | 0.01% | — | Dec 2008 | PZIEX vs FEMSX | |
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | PZIEX vs FHKFX | |
| Vanguard Emerging Markets Index Fund Institutional... | 0.08% | 162.80B | Dec 2010 | PZIEX vs VEMRX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.10% | — | Jun 2000 | PZIEX vs VEMIX | |
| Vanguard Emerging Markets Stock Index Fund Admiral... | 0.13% | 162.80B | Jun 2006 | PZIEX vs VEMAX |
Best Risk-Adjusted Alternatives to PZIEX
PZIEX has a PortfoliosLab risk / return rank of 56. There are 30 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Emerging Markets Fund Class A | 95 | — | Jun 1996 | PZIEX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 95 | — | Jun 1996 | PZIEX vs DEMCX | |
| William Blair Emerging Markets ex China Growth Fun... | 92 | — | Jul 2022 | PZIEX vs WXCIX | |
| Fidelity Advisor Focused Emerging Markets Fund Cla... | 87 | — | Aug 2013 | PZIEX vs FZAEX | |
| Fidelity Advisor Focused Emerging Markets Fund Cla... | 87 | — | Mar 2004 | PZIEX vs FIMKX |
Top Performing PZIEX Alternatives (YTD)
PZIEX is at 11.34% YTD. There are 32 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 105.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Emerging Markets Fund Class A | 105.25% | — | Jun 1996 | PZIEX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 104.45% | — | Jun 1996 | PZIEX vs DEMCX | |
| William Blair Emerging Markets ex China Growth Fun... | 46.00% | — | Jul 2022 | PZIEX vs WXCIX | |
| Calamos Evolving World Growth Fund Class I | 35.58% | — | — | PZIEX vs CNWIX | |
| Templeton Emerging Markets Fund | 31.29% | — | Feb 1987 | PZIEX vs EMF |
Lowest Volatility Alternatives to PZIEX
PZIEX has 15.78% 1-year volatility. There are 15 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 11.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.26% | — | Jan 2019 | PZIEX vs FGKPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.45% | — | — | PZIEX vs GQGIX | |
| Seafarer Overseas Value Fund Institutional Class | 13.24% | — | May 2016 | PZIEX vs SIVLX | |
| Schwab Fundamental Emerging Markets Equity Index F... | 14.14% | — | Jan 2008 | PZIEX vs SFENX | |
| Fidelity Advisor Emerging Markets Discovery Fund C... | 14.52% | — | Nov 2011 | PZIEX vs FEDTX |
Lowest Drawdown Alternatives to PZIEX
PZIEX has a 1-year max drawdown of -12.79%. There are 21 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -6.93%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | PZIEX vs FGKPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | -9.11% | — | — | PZIEX vs GQGIX | |
| Schwab Fundamental Emerging Markets Equity Index F... | -9.45% | — | Jan 2008 | PZIEX vs SFENX | |
| Fidelity Emerging Markets Discovery Fund | -9.54% | — | Nov 2011 | PZIEX vs FEDDX | |
| Fidelity Advisor Emerging Markets Discovery Fund C... | -9.55% | — | Oct 2018 | PZIEX vs FIQGX |
Other Mutual Funds from Pzena
The 4 most viewed Pzena mutual funds shown here include PZVEX, PZVIX, PZVSX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pzena Emerging Markets Value Fund | Emerging Markets Diversified | 54 | 11.14% | — | Mar 2014 | PZIEX vs PZVEX | |
| Pzena International Small Cap Value Fund | Foreign Small & Mid Cap Equities | 13 | 3.74% | — | Jul 2018 | PZIEX vs PZVIX | |
| Pzena Small Cap Value Fund | Small Cap Value Equities | 16 | 18.98% | — | Apr 2016 | PZIEX vs PZVSX | |
| Pzena Mid Cap Value Fund | Mid Cap Value Equities | 9 | 14.68% | — | Mar 2014 | PZIEX vs PZVMX |
Often Compared With PZIEX
Investors most often compare PZIEX with FEDAX, FEDIX, KF. These 20 comparison targets span 1 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