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% | 13.80B | Feb 2019 | SFILX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | — | Aug 2008 | SFILX vs DFVQX |
Best Risk-Adjusted Alternatives to SFILX
SFILX has a PortfoliosLab risk / return rank of 56. There are 19 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 | |
|---|---|---|---|---|---|
| Virtus International Small-Cap Fund | 88 | — | Dec 1997 | SFILX vs ALOIX | |
| Avantis International Small Cap Value Fund Institu... | 82 | — | Dec 2019 | SFILX vs AVDVX | |
| Avantis International Small Cap Value Fund Class G | 81 | — | Jan 2021 | SFILX vs AVANX | |
| RBB Free Market International Equity Fund | 80 | — | Dec 2007 | SFILX vs FMNEX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 78 | — | Jun 2020 | SFILX vs HWTIX |
Top Performing SFILX Alternatives (YTD)
SFILX is at 11.76% YTD. There are 27 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 25.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | 25.92% | — | May 2022 | SFILX vs ARHBX | |
| Hood River International Opportunity Fund | 22.33% | — | Sep 2021 | SFILX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 22.22% | — | Aug 2023 | SFILX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 21.53% | — | Nov 1993 | SFILX vs LZISX | |
| AMG Yacktman Special Opportunities Fund | 18.06% | — | Jun 2014 | SFILX vs YASLX |
Lowest Volatility Alternatives to SFILX
SFILX has 14.20% 1-year volatility. There are 26 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.07% | — | Jun 2014 | SFILX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.51% | — | Jun 2012 | SFILX vs MIDLX | |
| MFS International New Discovery Fund | 12.54% | — | Oct 1997 | SFILX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.71% | — | Mar 2007 | SFILX vs HLMSX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | 12.86% | — | Apr 2008 | SFILX vs QUSIX |
Lowest Drawdown Alternatives to SFILX
SFILX has a 1-year max drawdown of -11.35%. There are 29 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 | |
| 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 | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | SFILX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | — | Jun 2014 | SFILX vs YASLX |
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 $247B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 75 | 11.74% | 144.34B | May 1997 | SFILX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.74% | 247.33B | Apr 1992 | SFILX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 74 | 12.14% | 44.09B | Jun 1999 | SFILX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 17 | 2.45% | 4.75B | Dec 2017 | SFILX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 61 | 12.43% | 14.81B | May 1997 | SFILX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 9 | -0.84% | 8.24B | — | SFILX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 73 | 11.96% | 22.19B | Apr 1991 | SFILX vs SNXFX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 97 | 18.46% | 13.18B | Apr 2007 | SFILX vs SFLNX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 25 | 7.21% | 598.86M | Oct 2005 | SFILX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 84 | 20.94% | 7.55B | May 1997 | SFILX vs SWSSX |
Often Compared With SFILX
Investors most often compare SFILX with SFENX, DISVX, HFMDX. These 20 comparison targets span 13 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