Schwab International Opportunities Fund (SWMIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SWMIX
SWMIX charges 0.99% annually. Among mutual funds in the Foreign Large Cap Equities category, these options have the lowest expense ratios among SWMIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | Sep 29, 2009 | SWMIX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | Dec 3, 2009 | SWMIX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | Jun 21, 2019 | SWMIX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | Dec 3, 2009 | SWMIX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | Aug 17, 2018 | SWMIX vs FHLFX |
Best Risk-Adjusted Alternatives to SWMIX
Among mutual funds in the Foreign Large Cap Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Kopernik International Fund | 98 | Jun 29, 2015 | SWMIX vs KGIIX | |
| EuroPac International Dividend Income Fund | 97 | Jan 9, 2014 | SWMIX vs EPDIX | |
| EuroPac International Dividend Income Fund Class A | 97 | Jan 10, 2014 | SWMIX vs EPDPX | |
| American Beacon Tocqueville International Value Fu... | 96 | Aug 1, 1994 | SWMIX vs TIVFX | |
| GMO Tax-Managed International Equities Fund | 95 | Jul 28, 1998 | SWMIX vs GTMIX |
Top Performing SWMIX Alternatives (YTD)
SWMIX alternatives from the Foreign Large Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 10.36% | Aug 1, 1994 | SWMIX vs TIVFX | |
| PIMCO RAE International Fund | 8.42% | Jun 4, 2015 | SWMIX vs PPYPX | |
| PIMCO RAE Global ex-US Fund | 7.89% | Jun 4, 2015 | SWMIX vs PZRIX | |
| PIMCO RAE PLUS International Fund | 7.77% | Sep 29, 2011 | SWMIX vs PTSIX | |
| Kopernik International Fund | 5.93% | Jun 29, 2015 | SWMIX vs KGIIX |
Lowest Volatility Alternatives to SWMIX
SWMIX alternatives from the Foreign Large Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tweedy, Browne International Value Fund | 12.26% | Jun 14, 1993 | SWMIX vs TBGVX | |
| Fidelity SAI International Low Volatility Index Fu... | 12.28% | May 29, 2015 | SWMIX vs FSKLX | |
| GQG Partners International Quality Dividend Income... | 12.39% | Jun 29, 2021 | SWMIX vs GQJPX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.47% | Dec 15, 2016 | SWMIX vs GSIMX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.48% | Dec 14, 2016 | SWMIX vs GSINX |
Lowest Drawdown Alternatives to SWMIX
SWMIX alternatives from the Foreign Large Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Federated Hermes International Strategic Value Div... | -8.47% | Jun 3, 2008 | SWMIX vs IVFIX | |
| SEI Institutional Managed Trust Tax-Managed Intern... | -8.55% | Oct 16, 2016 | SWMIX vs SIMYX | |
| Fidelity SAI International Low Volatility Index Fu... | -8.64% | May 29, 2015 | SWMIX vs FSKLX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.74% | Dec 14, 2016 | SWMIX vs GSINX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.75% | Dec 15, 2016 | SWMIX vs GSIMX |
Other Mutual Funds from Charles Schwab
Most popular Charles Schwab mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 46 | -7.07% | May 19, 1997 | SWMIX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 0.57% | Aug 27, 1993 | SWMIX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | Jun 1, 1999 | SWMIX vs SWTSX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 62 | -1.95% | May 19, 1997 | SWMIX vs SWISX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.06% | Dec 20, 2017 | SWMIX vs SWLGX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 55 | -0.44% | — | SWMIX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 44 | -6.94% | Apr 2, 1991 | SWMIX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 30 | -12.73% | Oct 3, 2005 | SWMIX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 50 | -2.49% | May 19, 1997 | SWMIX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 67 | 0.72% | Apr 2, 2007 | SWMIX vs SFLNX |
Often Compared With SWMIX
What investors most often compare with SWMIX, 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.