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 a closer substitute for your current allocation.
Cheapest Alternatives to PZVEX
PZVEX charges 1.43% annually. There are 142 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | PZVEX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | PZVEX vs FERGX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | PZVEX vs SSKEX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | PZVEX vs FCEEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | PZVEX vs EMPTX |
Best Risk-Adjusted Alternatives to PZVEX
PZVEX has a PortfoliosLab risk / return rank of 49. There are 140 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 97 | — | Jun 1996 | PZVEX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 96 | — | Nov 2021 | PZVEX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 95 | — | Jan 2018 | PZVEX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 94 | — | Oct 2021 | PZVEX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 92 | — | Jan 2019 | PZVEX vs LVAZX |
Top Performing PZVEX Alternatives (YTD)
PZVEX is at 8.32% YTD. There are 156 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 128.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 128.27% | — | Jun 1996 | PZVEX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 77.70% | — | Nov 2021 | PZVEX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 59.82% | — | Jan 2018 | PZVEX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 45.04% | — | Oct 2021 | PZVEX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 41.81% | — | Jan 1994 | PZVEX vs GTDDX |
Lowest Volatility Alternatives to PZVEX
PZVEX has 15.69% 1-year volatility. There are 22 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 11.19%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 11.19% | — | Oct 2011 | PZVEX vs ESCIX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.55% | — | Dec 2013 | PZVEX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.59% | — | Dec 2016 | PZVEX vs GQGPX | |
| The Cook & Bynum Fund | 11.91% | — | Jun 2009 | PZVEX vs COBYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | 12.07% | — | Dec 2020 | PZVEX vs BADEX |
Lowest Drawdown Alternatives to PZVEX
PZVEX has a 1-year max drawdown of -12.80%. There are 59 mutual funds in the Emerging Markets Diversified 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 | PZVEX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | PZVEX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | PZVEX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | PZVEX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | PZVEX vs GQGPX |
Other Mutual Funds from Pzena
The 4 most viewed Pzena mutual funds shown here include PZIEX, PZVIX, PZVSX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pzena Emerging Markets Value Fund Institutional Cl... | Emerging Markets Equities | 51 | 8.47% | — | Mar 2014 | PZVEX vs PZIEX | |
| Pzena International Small Cap Value Fund | Foreign Small & Mid Cap Equities | 15 | 1.95% | — | Jul 2018 | PZVEX vs PZVIX | |
| Pzena Small Cap Value Fund | Small Cap Value Equities | 24 | 18.36% | — | Apr 2016 | PZVEX vs PZVSX | |
| Pzena Mid Cap Value Fund | Mid Cap Value Equities | 11 | 11.74% | — | Mar 2014 | PZVEX vs PZVMX |
Often Compared With PZVEX
Investors most often compare PZVEX with DAADX, BEMIX, LZEMX. These 17 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare PZVEX with Any Fund or Stock
Compare PZVEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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