Pzena International Small Cap Value Fund (PZVIX) belongs to the Foreign Small & Mid Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PZVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PZVIX
PZVIX charges 1.45% annually. There are 79 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | PZVIX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | PZVIX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | PZVIX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 14.30B | Feb 2019 | PZVIX vs VFSAX | |
| Avantis International Small Cap Value Fund | 0.36% | — | Dec 2019 | PZVIX vs AVDVX |
Best Risk-Adjusted Alternatives to PZVIX
PZVIX has a PortfoliosLab risk / return rank of 15. There are 55 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 93 | — | Sep 2021 | PZVIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 93 | — | Aug 2023 | PZVIX vs HRIIX | |
| Avantis International Small Cap Value Fund Class G | 80 | — | Jan 2021 | PZVIX vs AVANX | |
| Virtus International Small-Cap Fund | 79 | — | Dec 1997 | PZVIX vs ALOIX | |
| Avantis International Small Cap Value Fund | 77 | — | Dec 2019 | PZVIX vs AVDVX |
Top Performing PZVIX Alternatives (YTD)
PZVIX is at 1.95% YTD. There are 81 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 40.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 40.44% | — | Sep 2021 | PZVIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 40.38% | — | Aug 2023 | PZVIX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 27.38% | — | Nov 1993 | PZVIX vs LZISX | |
| Calamos International Small Cap Growth Fund | 27.10% | — | Mar 2022 | PZVIX vs CSGIX | |
| Artisan International Explorer Fund | 21.24% | — | May 2022 | PZVIX vs ARHBX |
Lowest Volatility Alternatives to PZVIX
PZVIX has 14.40% 1-year volatility. There are 45 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.20%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.20% | — | Jun 2014 | PZVIX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.14% | — | Jun 2012 | PZVIX vs MIDLX | |
| MFS International New Discovery Fund | 12.16% | — | Oct 1997 | PZVIX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.41% | — | Mar 2007 | PZVIX vs HLMSX | |
| Brandes International Small Cap Equity Fund | 12.56% | — | Jan 2012 | PZVIX vs BISAX |
Lowest Drawdown Alternatives to PZVIX
PZVIX has a 1-year max drawdown of -14.59%. There are 85 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | PZVIX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | PZVIX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | PZVIX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | PZVIX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | PZVIX vs WISIX |
Other Mutual Funds from Pzena
The 4 most viewed Pzena mutual funds shown here include PZIEX, PZVEX, 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 | PZVIX vs PZIEX | |
| Pzena Emerging Markets Value Fund | Emerging Markets Diversified | 49 | 8.32% | — | Mar 2014 | PZVIX vs PZVEX | |
| Pzena Small Cap Value Fund | Small Cap Value Equities | 24 | 18.36% | — | Apr 2016 | PZVIX vs PZVSX | |
| Pzena Mid Cap Value Fund | Mid Cap Value Equities | 11 | 11.74% | — | Mar 2014 | PZVIX vs PZVMX |
Often Compared With PZVIX
Investors most often compare PZVIX with DFVQX, KGGAX, CVISX. These 13 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare PZVIX with Any Fund or Stock
Compare PZVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PZVIX with funds that move differently
Pzena International Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PZVIX.
Explore PZVIX Diversifiers