Virtus KAR International Small-Mid Cap Fund Class A (VISAX) 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 VISAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VISAX
VISAX charges 1.44% annually. There are 75 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 | VISAX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | VISAX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | VISAX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 13.90B | Feb 2019 | VISAX vs VFSAX | |
| Avantis International Small Cap Value Fund | 0.36% | — | Dec 2019 | VISAX vs AVDVX |
Best Risk-Adjusted Alternatives to VISAX
VISAX has a PortfoliosLab risk / return rank of 1. There are 97 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 95 | — | Sep 2021 | VISAX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 95 | — | Aug 2023 | VISAX vs HRIIX | |
| Kopernik Global All-Cap Fund | 80 | — | Oct 2013 | VISAX vs KGGIX | |
| Avantis International Small Cap Value Fund Class G | 80 | — | Jan 2021 | VISAX vs AVANX | |
| Kopernik Global All-Cap Fund Class A | 80 | — | Nov 2013 | VISAX vs KGGAX |
Top Performing VISAX Alternatives (YTD)
VISAX is at 0.05% YTD. There are 98 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 45.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 45.74% | — | Sep 2021 | VISAX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 45.63% | — | Aug 2023 | VISAX vs HRIIX | |
| Calamos International Small Cap Growth Fund | 35.70% | — | Mar 2022 | VISAX vs CSGIX | |
| Lazard International Small Cap Equity Portfolio | 28.42% | — | Nov 1993 | VISAX vs LZISX | |
| Artisan International Explorer Fund | 25.31% | — | May 2022 | VISAX vs ARHBX |
Lowest Volatility Alternatives to VISAX
VISAX has 12.51% 1-year volatility. There are 14 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 10.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 10.99% | — | Jun 2014 | VISAX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 11.52% | — | Jun 2012 | VISAX vs MIDLX | |
| MFS International New Discovery Fund | 11.54% | — | Oct 1997 | VISAX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.22% | — | Mar 2007 | VISAX vs HLMSX | |
| Fidelity Advisor International Small Cap Fund Clas... | 12.23% | — | Oct 2018 | VISAX vs FIQIX |
Lowest Drawdown Alternatives to VISAX
VISAX has a 1-year max drawdown of -15.06%. There are 89 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 | VISAX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | VISAX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | VISAX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | VISAX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | VISAX 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 | 36 | 30.26% | — | Oct 2019 | VISAX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.69% | — | Feb 2006 | VISAX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -6.56% | — | Mar 2018 | VISAX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 4 | 3.17% | — | Oct 1996 | VISAX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 7.63% | — | Oct 1995 | VISAX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | -1.15% | — | Jun 2009 | VISAX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 0.99% | — | Jan 1989 | VISAX vs MERFX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 12 | 11.63% | — | Mar 1995 | VISAX vs PHRAX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 1.80% | — | Sep 1940 | VISAX vs NAINX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.50% | — | Jun 2006 | VISAX vs PXSGX |
Often Compared With VISAX
Investors most often compare VISAX with VYM, FTISX, DFVQX. These 8 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard High Dividend Yield ETF | Dividend | 77 | 12.47% | 94.60B | Nov 2006 | VISAX vs VYM | |
| Fidelity Advisor International Small Cap Fund Clas... | Foreign Small & Mid Cap Equities | 25 | 9.95% | — | May 2003 | VISAX vs FTISX | |
| DFA International Vector Equity Portfolio | Foreign Small & Mid Cap Equities | 51 | 11.85% | — | Aug 2008 | VISAX vs DFVQX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 27 | 6.35% | — | Jun 1992 | VISAX vs STCIX | |
| Causeway International Small Cap Fund | Foreign Small & Mid Cap Equities | 60 | 16.15% | — | Oct 2014 | VISAX vs CVISX | |
| Fidelity International Small Cap Fund | Foreign Small & Mid Cap Equities | 27 | 10.18% | — | Sep 2002 | VISAX vs FISMX | |
| Grandeur Peak International Stalwarts Fund | Foreign Small & Mid Cap Equities | 20 | 20.07% | — | Aug 2015 | VISAX vs GISOX | |
| Fidelity Advisor International Small Cap Fund Clas... | Foreign Small & Mid Cap Equities | 26 | 10.06% | — | May 2003 | VISAX vs FIASX |
Compare VISAX with Any Fund or Stock
Compare VISAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VISAX with funds that move differently
Virtus KAR International Small-Mid Cap Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VISAX.
Explore VISAX Diversifiers