PZVEX Alternatives & Similar Mutual Funds

Pzena Emerging Markets Value Fund (PZVEX) 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 PZVEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to PZVEX

PZVEX charges 1.43% annually. There are 177 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008	PZVEX vs FEMSX
FHKFX	Fidelity Series Emerging Markets Fund	0.01%	—	Aug 2018	PZVEX vs FHKFX
VEMIX	Vanguard Emerging Markets Stock Index Fund Institu...	0.06%	—	Jun 2000	PZVEX vs VEMIX
FPADX	Fidelity Emerging Markets Index Fund	0.08%	—	Sep 2011	PZVEX vs FPADX
FERGX	Fidelity SAI Emerging Markets Index Fund	0.08%	—	Jan 2016	PZVEX vs FERGX

Best Risk-Adjusted Alternatives to PZVEX

PZVEX has a PortfoliosLab risk / return rank of 55. There are 134 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
LZEMX	Lazard Emerging Markets Equity Portfolio	96	—	Jul 1994	PZVEX vs LZEMX
RLEMX	Lazard Emerging Markets Equity Portfolio Class R6	96	—	—	PZVEX vs RLEMX
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	94	—	Oct 2011	PZVEX vs ESCIX
DEMIX	Delaware Emerging Markets Fund	94	—	Jun 1996	PZVEX vs DEMIX
DEMAX	Nomura Emerging Markets Fund Class A	94	—	Jun 1996	PZVEX vs DEMAX

Top Performing PZVEX Alternatives (YTD)

PZVEX is at 13.17% YTD. There are 178 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 87.69%.

Symbol	Name	YTD Return	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	87.69%	—	Jun 1996	PZVEX vs DEMIX
DEMAX	Nomura Emerging Markets Fund Class A	87.41%	—	Jun 1996	PZVEX vs DEMAX
DEMCX	Nomura Emerging Markets Fund Class C	86.59%	—	Jun 1996	PZVEX vs DEMCX
FQEMX	Franklin Templeton SMACS: Series EM	63.91%	—	Nov 2021	PZVEX vs FQEMX
GMAQX	GMO Emerging Markets ex-China Fund	45.00%	—	Oct 2021	PZVEX vs GMAQX

Lowest Volatility Alternatives to PZVEX

PZVEX has 15.98% 1-year volatility. There are 33 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
GSIYX	Goldman Sachs GQG Partners International Opportuni...	9.88%	—	Dec 2016	PZVEX vs GSIYX
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	9.99%	—	Oct 2011	PZVEX vs ESCIX
GQGPX	GQG Partners Emerging Markets Equity Fund	11.49%	—	Dec 2016	PZVEX vs GQGPX
GQGIX	GQG Partners Emerging Markets Equity Fund Institut...	11.51%	—	—	PZVEX vs GQGIX
COBYX	The Cook & Bynum Fund	11.74%	—	Jun 2009	PZVEX vs COBYX

Lowest Drawdown Alternatives to PZVEX

PZVEX has a 1-year max drawdown of -12.80%. There are 60 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
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	-5.70%	—	Oct 2011	PZVEX vs ESCIX
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	-6.93%	—	Jan 2019	PZVEX vs FGKPX
GSIYX	Goldman Sachs GQG Partners International Opportuni...	-7.81%	—	Dec 2016	PZVEX vs GSIYX
BADEX	BlackRock Defensive Advantage Emerging Markets Fun...	-8.89%	—	Dec 2020	PZVEX vs BADEX
COBYX	The Cook & Bynum Fund	-8.95%	—	Jun 2009	PZVEX vs COBYX

Other Mutual Funds from Pzena

The 4 most viewed Pzena mutual funds shown here include PZIEX, PZVIX, PZVMX and span 4 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PZIEX	Pzena Emerging Markets Value Fund Institutional Cl...	Emerging Markets Equities	56	13.36%	—	Mar 2014	PZVEX vs PZIEX
PZVIX	Pzena International Small Cap Value Fund	Foreign Small & Mid Cap Equities	31	10.70%	—	Jul 2018	PZVEX vs PZVIX
PZVMX	Pzena Mid Cap Value Fund	Mid Cap Value Equities	36	23.14%	—	Mar 2014	PZVEX vs PZVMX
PZVSX	Pzena Small Cap Value Fund	Small Cap Value Equities	43	28.58%	—	Apr 2016	PZVEX vs PZVSX

Often Compared With PZVEX

Investors most often compare PZVEX with DAADX, BEMIX, EFEIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DAADX	DFA Emerging Markets ex China Core Equity Portfoli...	Emerging Markets Equities	70	28.40%	—	Nov 2021	PZVEX vs DAADX
BEMIX	Brandes Emerging Markets Fund	Emerging Markets Equities	90	24.21%	—	Jan 2011	PZVEX vs BEMIX
EFEIX	Ashmore Emerging Markets Frontier Equity Fund	Emerging Markets Equities	21	6.41%	—	Nov 2013	PZVEX vs EFEIX
GLLSX	abrdn Emerging Markets ex-China Fund	Emerging Markets Equities	82	36.13%	—	Aug 2000	PZVEX vs GLLSX
LVAZX	LSV Emerging Markets Equity Fund	Emerging Markets Equities	90	29.42%	—	Jan 2019	PZVEX vs LVAZX
WAEMX	Wasatch Emerging Markets Small Cap Fund	Emerging Markets Equities	39	18.82%	—	Sep 2007	PZVEX vs WAEMX
EITEX	Parametric Tax-Managed Emerging Markets Fund	Emerging Markets Equities	57	11.40%	—	Jun 1998	PZVEX vs EITEX
SSKEX	State Street Emerging Markets Equity Index Fund	Emerging Markets Equities	69	22.53%	—	Dec 2015	PZVEX vs SSKEX
HLFMX	Harding Loevner Frontier Emerging Markets Fund	Emerging Markets Equities	22	7.95%	—	May 2008	PZVEX vs HLFMX
LCSMX	Martin Currie SMA-Shares Series EM Fund	Emerging Markets Equities	85	44.23%	—	Jan 2018	PZVEX vs LCSMX
RAAX	VanEck Inflation Allocation ETF	Diversified Portfolio	70	14.60%	1.14B	Apr 2018	PZVEX vs RAAX
DFEV	Dimensional Emerging Markets Value ETF	Emerging Markets Equities	67	22.38%	1.98B	Apr 2022	PZVEX vs DFEV
DRESX	Driehaus Emerging Markets Small Cap Growth Fund	Emerging Markets Equities	27	10.15%	—	Aug 2011	PZVEX vs DRESX
EMPTX	UBS Emerging Markets Equity Opportunity Fund	Emerging Markets Equities	80	24.33%	—	May 2018	PZVEX vs EMPTX
TEQLX	TIAA-CREF Emerging Markets Equity Index Fund	Emerging Markets Equities	57	21.65%	—	Aug 2010	PZVEX vs TEQLX
VIESX	Virtus KAR Emerging Markets Small-Cap Fund	Emerging Markets Equities	6	4.03%	—	Dec 2013	PZVEX vs VIESX
EAEMX	Parametric Emerging Markets Fund	Emerging Markets Equities	55	11.04%	—	Jun 2006	PZVEX vs EAEMX
CEMFX	Cullen Emerging Markets High Dividend Fund	Emerging Markets Equities	76	20.41%	—	Aug 2012	PZVEX vs CEMFX
DODEX	Dodge & Cox Emerging Markets Stock Fund	Emerging Markets Equities	91	23.55%	—	May 2021	PZVEX vs DODEX
EDIV	SPDR S&P Emerging Markets Dividend ETF	Emerging Markets Equities, Dividend	37	8.88%	1.21B	Feb 2011	PZVEX vs EDIV

Compare PZVEX with Any Fund or Stock

Compare PZVEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair PZVEX with funds that move differently

Pzena Emerging Markets Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PZVEX.

Explore PZVEX Diversifiers

Pzena Emerging Markets Value Fund (PZVEX) Alternatives