Pzena Emerging Markets Value Fund (PZVEX) Alternatives
Pzena Emerging Markets Value Fund (PZVEX) belongs to the Emerging Markets Diversified 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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PZVEX
PZVEX charges 1.43% annually. Among mutual funds in the Emerging Markets Diversified category, these options have the lowest expense ratios among PZVEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Emerging Markets Index Fund | 0.08% | Jan 4, 2016 | PZVEX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | Sep 8, 2011 | PZVEX vs FPADX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | Jul 31, 2019 | PZVEX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | Dec 17, 2015 | PZVEX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | May 30, 2018 | PZVEX vs EMPTX |
Best Risk-Adjusted Alternatives to PZVEX
Among mutual funds in the Emerging Markets Diversified category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 97 | Jun 9, 1996 | PZVEX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 96 | Jan 9, 2018 | PZVEX vs LCSMX | |
| Lazard Emerging Markets Equity Portfolio | 96 | Jul 14, 1994 | PZVEX vs LZEMX | |
| Brandes Emerging Markets Fund | 96 | Jan 30, 2011 | PZVEX vs BEMIX | |
| Franklin Templeton SMACS: Series EM | 95 | Nov 21, 2021 | PZVEX vs FQEMX |
Top Performing PZVEX Alternatives (YTD)
PZVEX alternatives from the Emerging Markets Diversified category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 13.36% | Jun 9, 1996 | PZVEX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 9.17% | Jan 9, 2018 | PZVEX vs LCSMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 8.91% | Oct 3, 2011 | PZVEX vs ESCIX | |
| Franklin Templeton SMACS: Series EM | 8.67% | Nov 21, 2021 | PZVEX vs FQEMX | |
| Cullen Emerging Markets High Dividend Fund | 6.79% | Aug 30, 2012 | PZVEX vs CEMFX |
Lowest Volatility Alternatives to PZVEX
PZVEX alternatives from the Emerging Markets Diversified category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | 10.20% | Dec 20, 2020 | PZVEX vs BADEX | |
| Harding Loevner Frontier Emerging Markets Fund | 11.89% | May 26, 2008 | PZVEX vs HLFMX | |
| Parametric Emerging Markets Fund | 12.06% | Jun 29, 2006 | PZVEX vs EAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | 12.26% | Jun 29, 1998 | PZVEX vs EITEX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.26% | Nov 3, 2013 | PZVEX vs EFEIX |
Lowest Drawdown Alternatives to PZVEX
PZVEX alternatives from the Emerging Markets Diversified category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | Dec 20, 2020 | PZVEX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | Jun 30, 2009 | PZVEX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | Dec 27, 2016 | PZVEX vs GQGPX | |
| Wasatch Emerging Markets Small Cap Fund | -9.38% | Sep 30, 2007 | PZVEX vs WAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | -9.88% | Jun 29, 1998 | PZVEX vs EITEX |
Other Mutual Funds from Pzena
Most popular Pzena mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Pzena International Small Cap Value Fund | Foreign Small & Mid Cap Equities | 41 | -6.29% | Jul 1, 2018 | PZVEX vs PZVIX | |
| Pzena Small Cap Value Fund | Small Cap Value Equities | 12 | 0.62% | Apr 27, 2016 | PZVEX vs PZVSX | |
| Pzena Mid Cap Value Fund | Mid Cap Value Equities | 4 | -3.97% | Mar 31, 2014 | PZVEX vs PZVMX | |
| Pzena Emerging Markets Value Fund Institutional Cl... | Emerging Markets Equities | 89 | 4.56% | Mar 31, 2014 | PZVEX vs PZIEX |
Often Compared With PZVEX
What investors most often compare with PZVEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| DFA Emerging Markets ex China Core Equity Portfoli... | Emerging Markets Diversified | 90 | 3.12% | Nov 14, 2021 | PZVEX vs DAADX | |
| GQG Partners Emerging Markets Equity Fund Institut... | Emerging Markets Equities | 48 | 2.19% | — | PZVEX vs GQGIX | |
| VanEck Inflation Allocation ETF | Diversified Portfolio, Actively Managed | 93 | 17.41% | Apr 9, 2018 | PZVEX vs RAAX | |
| abrdn Emerging Markets ex-China Fund | Emerging Markets Diversified | 95 | 5.47% | Aug 29, 2000 | PZVEX vs GLLSX |
Compare PZVEX with Any Fund or Stock
Compare PZVEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.