Pzena International Small Cap Value Fund (PZVIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PZVIX
PZVIX charges 1.45% annually. Among mutual funds in the Foreign Small & Mid Cap Equities category, these options have the lowest expense ratios among PZVIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | Dec 3, 2009 | PZVIX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | Jun 25, 2021 | PZVIX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | Apr 2, 2009 | PZVIX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | Feb 7, 2019 | PZVIX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | Aug 13, 2008 | PZVIX vs DFVQX |
Best Risk-Adjusted Alternatives to PZVIX
Among mutual funds in the Foreign Small & Mid Cap Equities 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 | |
|---|---|---|---|---|
| Kopernik Global All-Cap Fund | 97 | Oct 31, 2013 | PZVIX vs KGGIX | |
| Kopernik Global All-Cap Fund Class A | 97 | Nov 1, 2013 | PZVIX vs KGGAX | |
| Hood River International Opportunity Fund | 97 | Sep 27, 2021 | PZVIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 97 | Aug 11, 2023 | PZVIX vs HRIIX | |
| Avantis International Small Cap Value Fund | 94 | Dec 3, 2019 | PZVIX vs AVDVX |
Top Performing PZVIX Alternatives (YTD)
PZVIX alternatives from the Foreign Small & Mid Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 7.56% | Jun 29, 2014 | PZVIX vs YASLX | |
| Hood River International Opportunity Fund | 6.18% | Sep 27, 2021 | PZVIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 6.14% | Aug 11, 2023 | PZVIX vs HRIIX | |
| Kopernik Global All-Cap Fund | 4.70% | Oct 31, 2013 | PZVIX vs KGGIX | |
| Kopernik Global All-Cap Fund Class A | 4.60% | Nov 1, 2013 | PZVIX vs KGGAX |
Lowest Volatility Alternatives to PZVIX
PZVIX alternatives from the Foreign Small & Mid Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS International New Discovery Fund Class R6 | 12.10% | Jun 1, 2012 | PZVIX vs MIDLX | |
| MFS International New Discovery Fund | 12.11% | Oct 8, 1997 | PZVIX vs MWNIX | |
| AMG Yacktman Special Opportunities Fund | 12.99% | Jun 29, 2014 | PZVIX vs YASLX | |
| Artisan International Explorer Fund | 13.06% | May 15, 2022 | PZVIX vs ARHBX | |
| Harding Loevner International Small Companies Port... | 13.26% | Mar 25, 2007 | PZVIX vs HLMSX |
Lowest Drawdown Alternatives to PZVIX
PZVIX alternatives from the Foreign Small & Mid Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | May 15, 2022 | PZVIX vs ARHBX | |
| William Blair International Small Cap Growth Fund | -10.09% | Oct 31, 2005 | PZVIX vs WISIX | |
| Artisan International Small-Mid Fund | -10.10% | Dec 20, 2001 | PZVIX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | Jun 29, 2014 | PZVIX vs YASLX | |
| Grandeur Peak International Stalwarts Fund | -10.42% | Aug 31, 2015 | PZVIX vs GISOX |
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 Emerging Markets Value Fund | Emerging Markets Diversified | 89 | 4.52% | Mar 30, 2014 | PZVIX vs PZVEX | |
| Pzena Small Cap Value Fund | Small Cap Value Equities | 12 | 0.62% | Apr 27, 2016 | PZVIX vs PZVSX | |
| Pzena Mid Cap Value Fund | Mid Cap Value Equities | 4 | -3.97% | Mar 31, 2014 | PZVIX vs PZVMX | |
| Pzena Emerging Markets Value Fund Institutional Cl... | Emerging Markets Equities | 89 | 4.56% | Mar 31, 2014 | PZVIX vs PZIEX |
Often Compared With PZVIX
What investors most often compare with PZVIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Calamos International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 59 | 2.83% | Mar 30, 2022 | PZVIX vs CSGIX | |
| Fidelity Advisor International Small Cap Fund Clas... | Foreign Small & Mid Cap Equities | 56 | -2.49% | Oct 2, 2018 | PZVIX vs FIQIX | |
| Lazard International Small Cap Equity Portfolio | Foreign Small & Mid Cap Equities | 82 | 0.85% | Nov 30, 1993 | PZVIX vs LZISX | |
| Pear Tree Polaris International Opportunities Fund | Foreign Small & Mid Cap Equities | 25 | -2.49% | Jan 28, 2019 | PZVIX vs QISIX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 94 | 3.88% | Dec 30, 1997 | PZVIX vs ALOIX | |
| Fidelity Advisor International Small Cap Fund Clas... | Foreign Small & Mid Cap Equities | 51 | -2.63% | May 27, 2003 | PZVIX vs FTISX | |
| Causeway International Small Cap Fund | Foreign Small & Mid Cap Equities | 92 | 4.10% | Oct 19, 2014 | PZVIX vs CVISX | |
| AMG GW&K International Small Cap Fund | Foreign Small & Mid Cap Equities | 36 | -2.45% | Jun 24, 1993 | PZVIX vs MECIX |
Compare PZVIX with Any Fund or Stock
Compare PZVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.