Schwab Fundamental Emerging Markets Large Company Index Fund (SFENX) belongs to the Emerging Markets Diversified category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SFENX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SFENX
SFENX charges 0.39% annually. There are 14 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | SFENX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | SFENX vs FERGX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | SFENX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | SFENX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | SFENX vs EMPTX |
Best Risk-Adjusted Alternatives to SFENX
SFENX has a PortfoliosLab risk / return rank of 86. There are 102 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Templeton SMACS: Series EM | 98 | — | Nov 2021 | SFENX vs FQEMX | |
| Delaware Emerging Markets Fund | 98 | — | Jun 1996 | SFENX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 98 | — | Jan 2018 | SFENX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 97 | — | Oct 2021 | SFENX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 97 | — | Jan 2019 | SFENX vs LVAZX |
Top Performing SFENX Alternatives (YTD)
SFENX is at 17.28% YTD. There are 146 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 112.88%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 112.88% | — | Jun 1996 | SFENX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 90.39% | — | Nov 2021 | SFENX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 67.99% | — | Jan 2018 | SFENX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 57.96% | — | Oct 2021 | SFENX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 49.96% | — | Jan 1994 | SFENX vs GTDDX |
Lowest Volatility Alternatives to SFENX
SFENX has 13.27% 1-year volatility. There are 14 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.37%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | 10.37% | — | Dec 2020 | SFENX vs BADEX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.03% | — | Dec 2013 | SFENX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.32% | — | Dec 2016 | SFENX vs GQGPX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 11.53% | — | Oct 2011 | SFENX vs ESCIX | |
| Parametric Emerging Markets Fund | 11.57% | — | Jun 2006 | SFENX vs EAEMX |
Lowest Drawdown Alternatives to SFENX
SFENX has a 1-year max drawdown of -9.45%. There are 5 mutual funds in the Emerging Markets Diversified category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | SFENX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | SFENX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | SFENX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | SFENX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | SFENX vs GQGPX |
Other Mutual Funds from Charles Schwab
The 10 most viewed Charles Schwab mutual funds shown here include SWPPX, SWVXX, SWTSX and span 8 categories. AUM among these funds goes as high as $249B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 73 | 11.69% | 145.00B | May 1997 | SFENX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.45% | 248.87B | Apr 1992 | SFENX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 71 | 12.02% | 43.45B | Jun 1999 | SFENX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 32 | 8.61% | 5.10B | Dec 2017 | SFENX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 26 | 9.54% | 14.43B | May 1997 | SFENX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 21 | 0.38% | 8.21B | — | SFENX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 70 | 11.89% | 22.44B | Apr 1991 | SFENX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 35 | 11.17% | 628.62M | Oct 2005 | SFENX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 64 | 18.71% | 7.51B | May 1997 | SFENX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 92 | 14.66% | 12.67B | Apr 2007 | SFENX vs SFLNX |
Often Compared With SFENX
Investors most often compare SFENX with SCHE, SFILX, SFNNX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare SFENX with Any Fund or Stock
Compare SFENX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SFENX with funds that move differently
Schwab Fundamental Emerging Markets Large Company Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SFENX.
Explore SFENX Diversifiers