Virtus KAR International Small-Mid Cap Fund (VIISX) belongs to the Foreign Small & Mid 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 VIISX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VIISX
VIISX charges 1.19% annually. There are 54 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | VIISX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | VIISX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | VIISX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 13.80B | Feb 2019 | VIISX vs VFSAX | |
| Avantis International Small Cap Value Fund Institu... | 0.36% | — | Dec 2019 | VIISX vs AVDVX |
Best Risk-Adjusted Alternatives to VIISX
VIISX has a PortfoliosLab risk / return rank of 3. There are 93 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus International Small-Cap Fund | 89 | — | Dec 1997 | VIISX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 83 | — | Jan 2021 | VIISX vs AVANX | |
| Avantis International Small Cap Value Fund Institu... | 82 | — | Dec 2019 | VIISX vs AVDVX | |
| RBB Free Market International Equity Fund | 80 | — | Dec 2007 | VIISX vs FMNEX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 80 | — | Jun 2020 | VIISX vs HWTIX |
Top Performing VIISX Alternatives (YTD)
VIISX is at 2.87% YTD. There are 91 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 24.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | 24.46% | — | May 2022 | VIISX vs ARHBX | |
| Hood River International Opportunity Fund | 19.18% | — | Sep 2021 | VIISX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 19.11% | — | Aug 2023 | VIISX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 18.70% | — | Nov 1993 | VIISX vs LZISX | |
| AMG Yacktman Special Opportunities Fund | 17.51% | — | Jun 2014 | VIISX vs YASLX |
Lowest Volatility Alternatives to VIISX
VIISX has 13.07% 1-year volatility. There are 9 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.04% | — | Jun 2014 | VIISX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.47% | — | Jun 2012 | VIISX vs MIDLX | |
| MFS International New Discovery Fund | 12.50% | — | Oct 1997 | VIISX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.62% | — | Mar 2007 | VIISX vs HLMSX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | 12.81% | — | Apr 2008 | VIISX vs QUSIX |
Lowest Drawdown Alternatives to VIISX
VIISX has a 1-year max drawdown of -13.51%. There are 75 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | VIISX vs ARHBX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | VIISX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | VIISX vs OPGIX | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | VIISX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | — | Jun 2014 | VIISX vs YASLX |
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 | 67 | 10.47% | — | Jul 2010 | VIISX vs ASFYX | |
| Virtus Artificial Intelligence & Technology Opport... | Artificial Intelligence, Technology Equities | 25 | 22.73% | — | Oct 2019 | VIISX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.89% | — | Feb 2006 | VIISX vs SAMBX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 7.13% | — | Oct 1996 | VIISX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -4.34% | — | Mar 2018 | VIISX vs VKSIX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 5 | 1.26% | — | Oct 1995 | VIISX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | 0.96% | — | Jun 2009 | VIISX vs VIMCX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 37 | 13.59% | — | Dec 2010 | VIISX vs EDF | |
| The Merger Fund | Event Driven | 97 | 1.74% | — | Jan 1989 | VIISX vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -1.56% | — | Jun 2006 | VIISX vs PXSGX |
Often Compared With VIISX
Investors most often compare VIISX with OANMX, JOHIX, EFA. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare VIISX with Any Fund or Stock
Compare VIISX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VIISX with funds that move differently
Virtus KAR International Small-Mid Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VIISX.
Explore VIISX Diversifiers