Virtus KAR Emerging Markets Small-Cap Fund (VIESX) 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 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 191 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 | VIESX vs FEMSX | |
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | VIESX vs FHKFX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | VIESX vs VEMIX | |
| 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 |
Best Risk-Adjusted Alternatives to VIESX
VIESX has a PortfoliosLab risk / return rank of 5. There are 207 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio | 94 | — | Jul 1994 | VIESX vs LZEMX | |
| Lazard Emerging Markets Equity Portfolio Class R6 | 94 | — | — | VIESX vs RLEMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 92 | — | Oct 2011 | VIESX vs ESCIX | |
| Delaware Emerging Markets Fund | 91 | — | Jun 1996 | VIESX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 91 | — | Jun 1996 | VIESX vs DEMAX |
Top Performing VIESX Alternatives (YTD)
VIESX is at 1.96% YTD. There are 207 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 68.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 68.59% | — | Jun 1996 | VIESX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 68.34% | — | Jun 1996 | VIESX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 67.60% | — | Jun 1996 | VIESX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 50.59% | — | Nov 2021 | VIESX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 37.39% | — | Oct 2021 | VIESX vs GMAQX |
Lowest Volatility Alternatives to VIESX
VIESX has 11.85% 1-year volatility. There are 6 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 | VIESX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | VIESX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | VIESX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | VIESX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | VIESX vs FGKPX |
Lowest Drawdown Alternatives to VIESX
VIESX has a 1-year max drawdown of -10.58%. There are 26 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 | VIESX vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | VIESX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | VIESX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | VIESX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | VIESX vs COBYX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include ASFYX, AIO, SAMBX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | Systematic Trend | 66 | 9.56% | — | Jul 2010 | VIESX vs ASFYX | |
| Virtus Artificial Intelligence & Technology Opport... | Artificial Intelligence, Technology Equities | 24 | 21.38% | — | Oct 2019 | VIESX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 98 | 2.76% | — | Feb 2006 | VIESX vs SAMBX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 7.36% | — | Oct 1996 | VIESX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 0 | -4.13% | — | Mar 2018 | VIESX vs VKSIX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 4 | 0.05% | — | Oct 1995 | VIESX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | 0.70% | — | Jun 2009 | VIESX vs VIMCX | |
| The Merger Fund | Event Driven | 96 | 1.51% | — | Jan 1989 | VIESX vs MERFX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 43 | 13.38% | — | Dec 2010 | VIESX vs EDF | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -1.68% | — | Jun 2006 | VIESX vs PXSGX |
Often Compared With VIESX
Investors most often compare VIESX with WMICX, ADVMX, SSKEX. 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