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% | 14.30B | Feb 2019 | QUSIX vs VFSAX | |
| Avantis International Small Cap Value Fund | 0.36% | — | Dec 2019 | QUSIX vs AVDVX |
Best Risk-Adjusted Alternatives to QUSIX
QUSIX has a PortfoliosLab risk / return rank of 9. There are 82 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 96 | — | Sep 2021 | QUSIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 96 | — | Aug 2023 | QUSIX vs HRIIX | |
| Avantis International Small Cap Value Fund Class G | 84 | — | Jan 2021 | QUSIX vs AVANX | |
| Virtus International Small-Cap Fund | 84 | — | Dec 1997 | QUSIX vs ALOIX | |
| Avantis International Small Cap Value Fund | 84 | — | Dec 2019 | QUSIX vs AVDVX |
Top Performing QUSIX Alternatives (YTD)
QUSIX is at 2.57% YTD. There are 85 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 49.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 49.59% | — | Sep 2021 | QUSIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 49.49% | — | Aug 2023 | QUSIX vs HRIIX | |
| Calamos International Small Cap Growth Fund | 34.54% | — | Mar 2022 | QUSIX vs CSGIX | |
| Lazard International Small Cap Equity Portfolio | 30.69% | — | Nov 1993 | QUSIX vs LZISX | |
| Artisan International Explorer Fund | 24.31% | — | May 2022 | QUSIX vs ARHBX |
Lowest Volatility Alternatives to QUSIX
QUSIX has 12.86% 1-year volatility. There are 9 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 | 11.91% | — | Jun 2012 | QUSIX vs MIDLX | |
| MFS International New Discovery Fund | 11.93% | — | Oct 1997 | QUSIX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.33% | — | Mar 2007 | QUSIX vs HLMSX | |
| Brandes International Small Cap Equity Fund | 12.57% | — | Jan 2012 | QUSIX vs BISAX |
Lowest Drawdown Alternatives to QUSIX
QUSIX has a 1-year max drawdown of -12.09%. There are 54 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 | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | QUSIX vs WCMSX | |
| 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 | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | QUSIX vs WISIX |
Other Mutual Funds from Pear Tree Funds
The 5 most viewed Pear Tree Funds mutual funds shown here include EEOFX, USBNX, USBOX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Essex Environmental Opportunities Fund | Mid Cap Growth Equities | 66 | 26.50% | — | Sep 2017 | QUSIX vs EEOFX | |
| Pear Tree Polaris Small Cap Fund | Small Cap Value Equities | 47 | 14.55% | — | Aug 1992 | QUSIX vs USBNX | |
| Pear Tree Quality Fund | Large Cap Blend Equities | 24 | 3.63% | — | May 1985 | QUSIX vs USBOX | |
| Pear Tree Polaris International Opportunities Fund | Foreign Small & Mid Cap Equities | 55 | 20.47% | — | Jan 2019 | QUSIX vs QISIX | |
| Pear Tree Polaris Foreign Value Fund | Foreign Large Cap Equities | 80 | 18.86% | — | May 1998 | QUSIX vs QFVOX |
Often Compared With QUSIX
Investors most often compare QUSIX with QQQ, DFIS, AVDV. These 20 comparison targets span 13 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