Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) 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 QUSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to QUSIX
QUSIX charges 1.05% annually. There are 40 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 | QUSIX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | QUSIX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | QUSIX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 13.80B | Feb 2019 | QUSIX vs VFSAX | |
| Avantis International Small Cap Value Fund Institu... | 0.36% | — | Dec 2019 | QUSIX vs AVDVX |
Best Risk-Adjusted Alternatives to QUSIX
QUSIX has a PortfoliosLab risk / return rank of 20. There are 70 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus International Small-Cap Fund | 88 | — | Dec 1997 | QUSIX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 85 | — | Jan 2021 | QUSIX vs AVANX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 83 | — | Jun 2020 | QUSIX vs HWTIX | |
| Avantis International Small Cap Value Fund Institu... | 82 | — | Dec 2019 | QUSIX vs AVDVX | |
| RBB Free Market International Equity Fund | 82 | — | Dec 2007 | QUSIX vs FMNEX |
Top Performing QUSIX Alternatives (YTD)
QUSIX is at 7.17% YTD. There are 57 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 24.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | 24.77% | — | May 2022 | QUSIX vs ARHBX | |
| Hood River International Opportunity Fund | 19.05% | — | Sep 2021 | QUSIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 18.99% | — | Aug 2023 | QUSIX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 18.32% | — | Nov 1993 | QUSIX vs LZISX | |
| AMG Yacktman Special Opportunities Fund | 17.51% | — | Jun 2014 | QUSIX vs YASLX |
Lowest Volatility Alternatives to QUSIX
QUSIX has 12.83% 1-year volatility. There are 4 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.14% | — | Jun 2014 | QUSIX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.47% | — | Jun 2012 | QUSIX vs MIDLX | |
| MFS International New Discovery Fund | 12.50% | — | Oct 1997 | QUSIX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.64% | — | Mar 2007 | QUSIX vs HLMSX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 12.86% | — | Jun 2020 | QUSIX vs HWTIX |
Lowest Drawdown Alternatives to QUSIX
QUSIX has a 1-year max drawdown of -12.09%. There are 50 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 | QUSIX vs ARHBX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | QUSIX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | QUSIX vs OPGIX | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | QUSIX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | — | Jun 2014 | QUSIX vs YASLX |
Other Mutual Funds from Pear Tree Funds
The 5 most viewed Pear Tree Funds mutual funds shown here include EEOFX, USBOX, USBNX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Essex Environmental Opportunities Fund | Mid Cap Growth Equities | 20 | 9.60% | — | Sep 2017 | QUSIX vs EEOFX | |
| Pear Tree Quality Fund | Quality Factor, Large Cap Blend Equities | 42 | 6.62% | — | May 1985 | QUSIX vs USBOX | |
| Pear Tree Polaris Small Cap Fund | Small Cap Value Equities | 81 | 19.45% | — | Aug 1992 | QUSIX vs USBNX | |
| Pear Tree Polaris International Opportunities Fund | Foreign Small & Mid Cap Equities | 49 | 15.79% | — | Jan 2019 | QUSIX vs QISIX | |
| Pear Tree Polaris Foreign Value Fund | Foreign Large Cap Equities | 88 | 19.24% | — | May 1998 | QUSIX vs QFVOX |
Often Compared With QUSIX
Investors most often compare QUSIX with QQQ, DFIS, AVDV. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare QUSIX with Any Fund or Stock
Compare QUSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair QUSIX with funds that move differently
Pear Tree Polaris Foreign Value Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to QUSIX.
Explore QUSIX Diversifiers