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% | 13.80B | Feb 2019 | VISAX vs VFSAX | |
| Avantis International Small Cap Value Fund Institu... | 0.36% | — | Dec 2019 | VISAX vs AVDVX |
Best Risk-Adjusted Alternatives to VISAX
VISAX has a PortfoliosLab risk / return rank of 3. There are 94 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 | VISAX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 83 | — | Jan 2021 | VISAX vs AVANX | |
| Avantis International Small Cap Value Fund Institu... | 82 | — | Dec 2019 | VISAX vs AVDVX | |
| RBB Free Market International Equity Fund | 80 | — | Dec 2007 | VISAX vs FMNEX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 80 | — | Jun 2020 | VISAX vs HWTIX |
Top Performing VISAX Alternatives (YTD)
VISAX is at 2.74% YTD. There are 92 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 | VISAX vs ARHBX | |
| Hood River International Opportunity Fund | 19.18% | — | Sep 2021 | VISAX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 19.11% | — | Aug 2023 | VISAX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 18.70% | — | Nov 1993 | VISAX vs LZISX | |
| AMG Yacktman Special Opportunities Fund | 17.51% | — | Jun 2014 | VISAX vs YASLX |
Lowest Volatility Alternatives to VISAX
VISAX has 13.10% 1-year volatility. There are 10 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 | VISAX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.47% | — | Jun 2012 | VISAX vs MIDLX | |
| MFS International New Discovery Fund | 12.50% | — | Oct 1997 | VISAX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.62% | — | Mar 2007 | VISAX vs HLMSX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | 12.81% | — | Apr 2008 | VISAX vs QUSIX |
Lowest Drawdown Alternatives to VISAX
VISAX has a 1-year max drawdown of -13.58%. There are 76 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 | |
| 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 | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | VISAX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | — | Jun 2014 | VISAX 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 | VISAX vs ASFYX | |
| Virtus Artificial Intelligence & Technology Opport... | Artificial Intelligence, Technology Equities | 25 | 22.73% | — | Oct 2019 | VISAX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.89% | — | Feb 2006 | VISAX vs SAMBX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 7.13% | — | Oct 1996 | VISAX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -4.34% | — | Mar 2018 | VISAX vs VKSIX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 5 | 1.26% | — | Oct 1995 | VISAX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | 0.96% | — | Jun 2009 | VISAX vs VIMCX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 37 | 13.59% | — | Dec 2010 | VISAX vs EDF | |
| The Merger Fund | Event Driven | 97 | 1.74% | — | Jan 1989 | VISAX vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -1.56% | — | Jun 2006 | VISAX vs PXSGX |
Often Compared With VISAX
Investors most often compare VISAX with WISIX, FIQIX, VYM. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
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