Schwab Fundamental International Small Company Index Fund (SFILX) 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 SFILX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SFILX
SFILX charges 0.39% annually. There are 6 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 | SFILX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | SFILX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | SFILX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 14.30B | Feb 2019 | SFILX vs VFSAX | |
| Avantis International Small Cap Value Fund Institu... | 0.36% | — | Dec 2019 | SFILX vs AVDVX |
Best Risk-Adjusted Alternatives to SFILX
SFILX has a PortfoliosLab risk / return rank of 38. There are 20 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 | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund Investor... | 88 | — | Aug 2023 | SFILX vs HRIIX | |
| Hood River International Opportunity Fund | 88 | — | Sep 2021 | SFILX vs HRIOX | |
| Virtus International Small-Cap Fund | 84 | — | Dec 1997 | SFILX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 74 | — | Jan 2021 | SFILX vs AVANX | |
| Avantis International Small Cap Value Fund Institu... | 73 | — | Dec 2019 | SFILX vs AVDVX |
Top Performing SFILX Alternatives (YTD)
SFILX is at 9.37% YTD. There are 28 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 29.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 29.84% | — | Sep 2021 | SFILX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 29.75% | — | Aug 2023 | SFILX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 22.85% | — | Nov 1993 | SFILX vs LZISX | |
| Calamos International Small Cap Growth Fund | 21.08% | — | Mar 2022 | SFILX vs CSGIX | |
| Artisan International Explorer Fund | 20.55% | — | May 2022 | SFILX vs ARHBX |
Lowest Volatility Alternatives to SFILX
SFILX has 14.02% 1-year volatility. There are 28 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.21% | — | Jun 2014 | SFILX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.32% | — | Jun 2012 | SFILX vs MIDLX | |
| MFS International New Discovery Fund | 12.35% | — | Oct 1997 | SFILX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.49% | — | Mar 2007 | SFILX vs HLMSX | |
| Brandes International Small Cap Equity Fund Class ... | 12.70% | — | Feb 2012 | SFILX vs BISMX |
Lowest Drawdown Alternatives to SFILX
SFILX has a 1-year max drawdown of -11.35%. There are 31 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 | SFILX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | SFILX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | SFILX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | SFILX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | SFILX vs WISIX |
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 $248B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 66 | 10.83% | 145.69B | May 1997 | SFILX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.74% | 247.96B | Apr 1992 | SFILX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 64 | 11.35% | 44.59B | Jun 1999 | SFILX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 18 | 4.45% | 4.94B | Dec 2017 | SFILX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 38 | 10.10% | 14.63B | May 1997 | SFILX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 21 | -0.16% | 8.31B | — | SFILX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 62 | 11.13% | 22.48B | Apr 1991 | SFILX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 27 | 9.08% | 626.43M | Oct 2005 | SFILX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 93 | 16.37% | 12.97B | Apr 2007 | SFILX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 68 | 20.19% | 7.67B | May 1997 | SFILX vs SWSSX |
Often Compared With SFILX
Investors most often compare SFILX with SFENX, DISVX, HFMDX. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare SFILX with Any Fund or Stock
Compare SFILX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SFILX with funds that move differently
Schwab Fundamental International Small Company Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SFILX.
Explore SFILX Diversifiers