Seafarer Overseas Value Fund Institutional Class (SIVLX) belongs to the Emerging Markets Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SIVLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SIVLX
SIVLX charges 1.05% annually. There are 91 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | SIVLX vs FEMSX | |
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | SIVLX vs FHKFX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | SIVLX vs VEMIX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | SIVLX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | SIVLX vs FPADX |
Best Risk-Adjusted Alternatives to SIVLX
SIVLX has a PortfoliosLab risk / return rank of 36. There are 177 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio | 96 | — | Jul 1994 | SIVLX vs LZEMX | |
| Lazard Emerging Markets Equity Portfolio Class R6 | 96 | — | — | SIVLX vs RLEMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 94 | — | Oct 2011 | SIVLX vs ESCIX | |
| Delaware Emerging Markets Fund | 94 | — | Jun 1996 | SIVLX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 94 | — | Jun 1996 | SIVLX vs DEMAX |
Top Performing SIVLX Alternatives (YTD)
SIVLX is at 8.42% YTD. There are 198 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 87.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 87.69% | — | Jun 1996 | SIVLX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 87.41% | — | Jun 1996 | SIVLX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 86.59% | — | Jun 1996 | SIVLX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 63.91% | — | Nov 2021 | SIVLX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 45.00% | — | Oct 2021 | SIVLX vs GMAQX |
Lowest Volatility Alternatives to SIVLX
SIVLX has 13.48% 1-year volatility. There are 11 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.88% | — | Dec 2016 | SIVLX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 9.99% | — | Oct 2011 | SIVLX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.49% | — | Dec 2016 | SIVLX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.51% | — | — | SIVLX vs GQGIX | |
| The Cook & Bynum Fund | 11.74% | — | Jun 2009 | SIVLX vs COBYX |
Lowest Drawdown Alternatives to SIVLX
SIVLX has a 1-year max drawdown of -12.51%. There are 57 mutual funds in the Emerging Markets Equities 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 | SIVLX vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | SIVLX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | SIVLX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | SIVLX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | SIVLX vs COBYX |
Other Mutual Funds from Seafarer
The 2 most viewed Seafarer mutual funds shown here include SFGIX, SFVLX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Seafarer Overseas Growth and Income Fund | Emerging Markets Equities | 67 | 18.65% | — | Feb 2012 | SIVLX vs SFGIX | |
| Seafarer Overseas Value Fund | Emerging Markets Equities | 36 | 8.40% | — | May 2016 | SIVLX vs SFVLX |
Often Compared With SIVLX
Investors most often compare SIVLX with IFN, JEMWX, PZIEX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SIVLX with Any Fund or Stock
Compare SIVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SIVLX with funds that move differently
Seafarer Overseas Value Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SIVLX.
Explore SIVLX Diversifiers