Virtus KAR Emerging Markets Small-Cap Fund (VIESX) belongs to the Emerging Markets Diversified category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VIESX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VIESX
VIESX charges 1.51% annually. There are 154 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | VIESX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | VIESX vs FERGX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | VIESX vs SSKEX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | VIESX vs FCEEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | VIESX vs EMPTX |
Best Risk-Adjusted Alternatives to VIESX
VIESX has a PortfoliosLab risk / return rank of 4. There are 167 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 95 | — | Jun 1996 | VIESX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 94 | — | Nov 2021 | VIESX vs FQEMX | |
| Lazard Emerging Markets Equity Portfolio | 94 | — | Jul 1994 | VIESX vs LZEMX | |
| Martin Currie SMA-Shares Series EM Fund | 93 | — | Jan 2018 | VIESX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 92 | — | Oct 2021 | VIESX vs GMAQX |
Top Performing VIESX Alternatives (YTD)
VIESX is at 3.06% YTD. There are 166 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 105.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 105.52% | — | Jun 1996 | VIESX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 68.87% | — | Nov 2021 | VIESX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 52.56% | — | Jan 2018 | VIESX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 43.79% | — | Oct 2021 | VIESX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 38.78% | — | Jan 1994 | VIESX vs GTDDX |
Lowest Volatility Alternatives to VIESX
VIESX has 11.61% 1-year volatility. There are 2 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 10.53% | — | Oct 2011 | VIESX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.38% | — | Dec 2016 | VIESX vs GQGPX | |
| The Cook & Bynum Fund | 11.84% | — | Jun 2009 | VIESX vs COBYX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.10% | — | Nov 2013 | VIESX vs EFEIX | |
| Harding Loevner Frontier Emerging Markets Fund | 12.12% | — | May 2008 | VIESX vs HLFMX |
Lowest Drawdown Alternatives to VIESX
VIESX has a 1-year max drawdown of -10.58%. There are 17 mutual funds in the Emerging Markets Diversified 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 | VIESX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | VIESX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | VIESX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | VIESX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | VIESX vs GQGPX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 38 | 28.50% | — | Oct 2019 | VIESX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.89% | — | Feb 2006 | VIESX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -4.70% | — | Mar 2018 | VIESX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 6 | 8.04% | — | Oct 1996 | VIESX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 6 | 6.42% | — | Oct 1995 | VIESX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | 0.66% | — | Jun 2009 | VIESX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.51% | — | Jan 1989 | VIESX vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -3.24% | — | Jun 2006 | VIESX vs PXSGX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 61 | 19.70% | — | Dec 2010 | VIESX vs EDF | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 4 | 2.04% | — | Sep 1940 | VIESX vs NAINX |
Often Compared With VIESX
Investors most often compare VIESX with WMICX, EAEMX, ADVMX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare VIESX with Any Fund or Stock
Compare VIESX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VIESX with funds that move differently
Virtus KAR Emerging Markets Small-Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VIESX.
Explore VIESX Diversifiers