Seafarer Overseas Growth and Income Fund (SFGIX) 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 SFGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SFGIX
SFGIX charges 1.00% annually. There are 62 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 | SFGIX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | SFGIX vs FERGX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | SFGIX vs SSKEX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | SFGIX vs FCEEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | SFGIX vs EMPTX |
Best Risk-Adjusted Alternatives to SFGIX
SFGIX has a PortfoliosLab risk / return rank of 52. There are 123 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 94 | — | Jun 1996 | SFGIX vs DEMIX | |
| Lazard Emerging Markets Equity Portfolio | 93 | — | Jul 1994 | SFGIX vs LZEMX | |
| Franklin Templeton SMACS: Series EM | 92 | — | Nov 2021 | SFGIX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 91 | — | Oct 2021 | SFGIX vs GMAQX | |
| Dodge & Cox Emerging Markets Stock Fund | 90 | — | May 2021 | SFGIX vs DODEX |
Top Performing SFGIX Alternatives (YTD)
SFGIX is at 13.77% YTD. There are 132 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 85.88%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 85.88% | — | Jun 1996 | SFGIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 58.63% | — | Nov 2021 | SFGIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 42.32% | — | Jan 2018 | SFGIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 41.31% | — | Oct 2021 | SFGIX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 35.80% | — | Jan 1994 | SFGIX vs GTDDX |
Lowest Volatility Alternatives to SFGIX
SFGIX has 17.47% 1-year volatility. There are 33 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 10.56% | — | Oct 2011 | SFGIX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.42% | — | Dec 2016 | SFGIX vs GQGPX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.69% | — | Dec 2013 | SFGIX vs VIESX | |
| The Cook & Bynum Fund | 11.79% | — | Jun 2009 | SFGIX vs COBYX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.20% | — | Nov 2013 | SFGIX vs EFEIX |
Lowest Drawdown Alternatives to SFGIX
SFGIX has a 1-year max drawdown of -12.86%. There are 64 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 | SFGIX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | SFGIX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | SFGIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | SFGIX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | SFGIX vs GQGPX |
Other Mutual Funds from Seafarer Funds
The 1 most viewed Seafarer Funds mutual funds shown here include SFVLX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Seafarer Overseas Value Fund | Emerging Markets Diversified | 31 | 4.97% | — | May 2016 | SFGIX vs SFVLX |
Often Compared With SFGIX
Investors most often compare SFGIX with MALOX, DREGX, XCEM. These 14 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SFGIX with Any Fund or Stock
Compare SFGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SFGIX with funds that move differently
Seafarer Overseas Growth and Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SFGIX.
Explore SFGIX Diversifiers