SA International Value Fund (SAHMX) belongs to the Foreign Large 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 SAHMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SAHMX
SAHMX charges 1.11% annually. There are 325 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | SAHMX vs FHLFX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | SAHMX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | SAHMX vs FINVX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | SAHMX vs FIGSX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | SAHMX vs FSOSX |
Best Risk-Adjusted Alternatives to SAHMX
SAHMX has a PortfoliosLab risk / return rank of 90. There are 2 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 93 | — | Jul 1998 | SAHMX vs GTMIX | |
| Touchstone International Equity Fund | 90 | — | Mar 1993 | SAHMX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 87 | — | Jun 2006 | SAHMX vs GIOTX | |
| Dunham International Stock Fund | 87 | — | Dec 2004 | SAHMX vs DCINX | |
| Thornburg Global Opportunities Fund | 86 | — | Jul 2006 | SAHMX vs THOIX |
Top Performing SAHMX Alternatives (YTD)
SAHMX is at 12.06% YTD. There are 85 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 25.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 25.92% | — | Aug 1994 | SAHMX vs TIVFX | |
| Fidelity SAI International SMA Completion Fund | 22.63% | — | Apr 2019 | SAHMX vs FISZX | |
| Calamos International Growth Fund | 21.65% | — | Mar 2005 | SAHMX vs CIGIX | |
| Dunham International Stock Fund | 21.30% | — | Dec 2004 | SAHMX vs DCINX | |
| Lord Abbett International Growth Fund | 20.38% | — | Jun 2021 | SAHMX vs LIAGX |
Lowest Volatility Alternatives to SAHMX
SAHMX has 12.38% 1-year volatility. There are 23 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 8.26% | — | Nov 1997 | SAHMX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 8.27% | — | Feb 2017 | SAHMX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.28% | — | Sep 1996 | SAHMX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class I | 8.28% | — | Jul 1995 | SAHMX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.29% | — | Apr 1990 | SAHMX vs FAERX |
Lowest Drawdown Alternatives to SAHMX
SAHMX has a 1-year max drawdown of -8.72%. There are 24 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | SAHMX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | SAHMX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | SAHMX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | SAHMX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | SAHMX vs FAERX |
Other Mutual Funds from SA Funds
The 9 most viewed SA Funds mutual funds shown here include SAEMX, SABTX, SAISX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SA Emerging Markets Value Fund | Emerging Markets Diversified | 77 | 19.87% | — | Apr 2007 | SAHMX vs SAEMX | |
| SA U.S. Value Fund | Large Cap Value Equities | 94 | 19.47% | — | Aug 1999 | SAHMX vs SABTX | |
| SA International Small Company Fund | Foreign Small & Mid Cap Equities | 29 | 6.06% | — | Aug 1999 | SAHMX vs SAISX | |
| SA Worldwide Moderate Growth Fund | Global Allocation | 93 | 10.75% | — | Jun 2015 | SAHMX vs SAWMX | |
| SA Global Fixed Income Fund | Global Bonds | 70 | 1.50% | — | Jul 1999 | SAHMX vs SAXIX | |
| SA Real Estate Securities Fund | REIT | 19 | 16.15% | — | Apr 2007 | SAHMX vs SAREX | |
| SA U.S. Core Market Fund | Large Cap Blend Equities | 67 | 10.25% | — | Aug 1999 | SAHMX vs SAMKX | |
| SA U.S. Fixed Income Fund | Ultrashort Bond | 91 | 0.96% | — | Apr 2007 | SAHMX vs SAUFX | |
| SA U.S. Small Company Fund | Small Cap Blend Equities | 61 | 17.51% | — | Aug 1999 | SAHMX vs SAUMX |
Often Compared With SAHMX
Investors most often compare SAHMX with GSIMX, KGIIX, FCPAX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare SAHMX with Any Fund or Stock
Compare SAHMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SAHMX with funds that move differently
SA International Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SAHMX.
Explore SAHMX Diversifiers