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% | 14.30B | Feb 2019 | VIISX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | — | Aug 2008 | VIISX vs DFVQX |
Best Risk-Adjusted Alternatives to VIISX
VIISX has a PortfoliosLab risk / return rank of 2. 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 | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 89 | — | Sep 2021 | VIISX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 89 | — | Aug 2023 | VIISX vs HRIIX | |
| Virtus International Small-Cap Fund | 83 | — | Dec 1997 | VIISX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 71 | — | Jan 2021 | VIISX vs AVANX | |
| Avantis International Small Cap Value Fund Institu... | 69 | — | Dec 2019 | VIISX vs AVDVX |
Top Performing VIISX Alternatives (YTD)
VIISX is at 2.58% YTD. There are 83 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 29.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 29.02% | — | Sep 2021 | VIISX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 28.92% | — | Aug 2023 | VIISX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 22.00% | — | Nov 1993 | VIISX vs LZISX | |
| Calamos International Small Cap Growth Fund | 20.02% | — | Mar 2022 | VIISX vs CSGIX | |
| Artisan International Explorer Fund | 19.33% | — | May 2022 | VIISX vs ARHBX |
Lowest Volatility Alternatives to VIISX
VIISX has 12.98% 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 11.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.17% | — | Jun 2014 | VIISX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.34% | — | Jun 2012 | VIISX vs MIDLX | |
| MFS International New Discovery Fund | 12.37% | — | Oct 1997 | VIISX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.50% | — | Mar 2007 | VIISX vs HLMSX | |
| Brandes International Small Cap Equity Fund Class ... | 12.71% | — | Feb 2012 | VIISX vs BISMX |
Lowest Drawdown Alternatives to VIISX
VIISX has a 1-year max drawdown of -14.64%. There are 86 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 | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | VIISX vs WCMSX | |
| 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 | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | VIISX vs WISIX |
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 | 39 | 28.12% | — | Oct 2019 | VIISX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 3.03% | — | Feb 2006 | VIISX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -3.82% | — | Mar 2018 | VIISX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 7 | 8.08% | — | Oct 1996 | VIISX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 6 | 4.40% | — | Oct 1995 | VIISX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | 0.99% | — | Jun 2009 | VIISX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.57% | — | Jan 1989 | VIISX vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -2.14% | — | Jun 2006 | VIISX vs PXSGX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 50 | 15.12% | — | Dec 2010 | VIISX vs EDF | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 4 | 1.31% | — | Sep 1940 | VIISX vs NAINX |
Often Compared With VIISX
Investors most often compare VIISX with JOHIX, OANMX, EFA. These 20 comparison targets span 9 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