Schwab International Opportunities Fund (SWMIX) belongs to the Foreign Large 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 SWMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWMIX
SWMIX charges 0.99% annually. There are 266 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | SWMIX vs FSOSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | SWMIX vs FSGEX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | SWMIX vs FIGSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | SWMIX vs FINVX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | SWMIX vs FHLFX |
Best Risk-Adjusted Alternatives to SWMIX
SWMIX has a PortfoliosLab risk / return rank of 15. There are 355 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 95 | — | Jul 1998 | SWMIX vs GTMIX | |
| SA International Value Fund | 93 | — | Aug 1999 | SWMIX vs SAHMX | |
| Touchstone International Equity Fund | 92 | — | Mar 1993 | SWMIX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 90 | — | Jun 2006 | SWMIX vs GIOTX | |
| DFA International Value III Portfolio | 89 | — | Feb 1995 | SWMIX vs DFVIX |
Top Performing SWMIX Alternatives (YTD)
SWMIX is at 10.94% YTD. There are 200 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 28.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 28.25% | — | Aug 1994 | SWMIX vs TIVFX | |
| Fidelity SAI International SMA Completion Fund | 24.09% | — | Apr 2019 | SWMIX vs FISZX | |
| Calamos International Growth Fund | 22.91% | — | Mar 2005 | SWMIX vs CIGIX | |
| Dunham International Stock Fund | 22.73% | — | Dec 2004 | SWMIX vs DCINX | |
| Lord Abbett International Growth Fund | 22.36% | — | Jun 2021 | SWMIX vs LIAGX |
Lowest Volatility Alternatives to SWMIX
SWMIX has 19.43% 1-year volatility. There are 387 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 8.26% | — | Nov 1997 | SWMIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 8.27% | — | Feb 2017 | SWMIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.28% | — | Sep 1996 | SWMIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class I | 8.28% | — | Jul 1995 | SWMIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.29% | — | Apr 1990 | SWMIX vs FAERX |
Lowest Drawdown Alternatives to SWMIX
SWMIX has a 1-year max drawdown of -12.90%. There are 323 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | SWMIX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | SWMIX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | SWMIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | SWMIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | SWMIX vs FAOAX |
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 | 69 | 11.29% | 145.69B | May 1997 | SWMIX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.74% | 247.96B | Apr 1992 | SWMIX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 68 | 11.78% | 44.59B | Jun 1999 | SWMIX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 17 | 4.73% | 4.94B | Dec 2017 | SWMIX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 43 | 10.83% | 14.63B | May 1997 | SWMIX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 26 | 0.06% | 8.31B | — | SWMIX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 66 | 11.55% | 22.48B | Apr 1991 | SWMIX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 26 | 9.31% | 626.43M | Oct 2005 | SWMIX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 94 | 16.59% | 12.97B | Apr 2007 | SWMIX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 75 | 20.67% | 7.67B | May 1997 | SWMIX vs SWSSX |
Often Compared With SWMIX
Investors most often compare SWMIX with SICNX, NSRIX, JOHIX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare SWMIX with Any Fund or Stock
Compare SWMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWMIX with funds that move differently
Schwab International Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWMIX.
Explore SWMIX Diversifiers