The Taiwan Fund Inc. (TWN) belongs to the Asia Pacific Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TWN. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TWN
Among 24 mutual funds in the Asia Pacific Equities category with expense-ratio data, the lowest-cost alternatives shown here go as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Asia Pacific High Dividend Equity Income Fund | 0.02% | — | Mar 2007 | TWN vs IAE | |
| Vanguard Pacific Stock Index Fund Institutional Sh... | 0.08% | — | May 2000 | TWN vs VPKIX | |
| Vanguard Pacific Stock Index Fund Admiral Shares | 0.10% | 13.80B | Aug 2001 | TWN vs VPADX | |
| DFA Asia Pacific Small Company | 0.42% | — | Jan 1993 | TWN vs DFRSX | |
| Fidelity Advisor Emerging Asia Fund Class Z | 0.81% | — | Oct 2018 | TWN vs FIQPX |
Best Risk-Adjusted Alternatives to TWN
TWN has a PortfoliosLab risk / return rank of 98. No mutual funds in the Asia Pacific Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews Asia Innovators Fund | 97 | — | Dec 1999 | TWN vs MATFX | |
| Matthews Asia ESG Fund | 93 | — | Apr 2015 | TWN vs MASGX | |
| AMG Veritas Asia Pacific Fund | 92 | — | May 1984 | TWN vs MGSEX | |
| Matthews Pacific Tiger Fund | 92 | — | Sep 1994 | TWN vs MAPTX | |
| Fidelity Emerging Asia Fund | 92 | — | Apr 1993 | TWN vs FSEAX |
Top Performing TWN Alternatives (YTD)
TWN is at 78.55% YTD. No mutual funds in the Asia Pacific Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 71.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews Asia Innovators Fund | 71.69% | — | Dec 1999 | TWN vs MATFX | |
| AMG Veritas Asia Pacific Fund | 55.31% | — | May 1984 | TWN vs MGSEX | |
| Matthews Asia ESG Fund | 54.22% | — | Apr 2015 | TWN vs MASGX | |
| Fidelity Advisor Emerging Asia Fund Class Z | 41.69% | — | Oct 2018 | TWN vs FIQPX | |
| Fidelity Advisor Emerging Asia Fund Class I | 41.61% | — | Jun 1999 | TWN vs FERIX |
Lowest Volatility Alternatives to TWN
TWN has 28.51% 1-year volatility. There are 24 mutual funds in the Asia Pacific Equities category with lower 1-year volatility, going as low as 14.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Greater India Fund | 14.14% | — | May 1994 | TWN vs ETGIX | |
| ALPS/Kotak India ESG Fund | 14.85% | 4.59M | Feb 2011 | TWN vs INDAX | |
| Matthews India Fund | 15.97% | — | Oct 2005 | TWN vs MINDX | |
| DFA Asia Pacific Small Company | 16.09% | — | Jan 1993 | TWN vs DFRSX | |
| Wasatch Emerging India Fund | 16.90% | — | Apr 2011 | TWN vs WAINX |
Lowest Drawdown Alternatives to TWN
TWN has a 1-year max drawdown of -9.29%. No mutual funds in the Asia Pacific Equities category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -10.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Guinness Atkinson Asia Focus Fund | -10.00% | — | Apr 1996 | TWN vs IASMX | |
| Matthews Asia Innovators Fund | -11.33% | — | Dec 1999 | TWN vs MATFX | |
| Invesco EQV Asia Pacific Equity Fund | -11.73% | — | Nov 1997 | TWN vs ASIAX | |
| Fidelity Pacific Basin Fund | -12.25% | — | Oct 1986 | TWN vs FPBFX | |
| Voya Asia Pacific High Dividend Equity Income Fund | -12.86% | — | Mar 2007 | TWN vs IAE |
Often Compared With TWN
Investors most often compare TWN with EWT, FLTW, SOXX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare TWN with Any Fund or Stock
Compare TWN with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TWN with funds that move differently
The Taiwan Fund Inc. alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TWN.
Explore TWN Diversifiers