Wasatch International Opportunities Fund (WAIOX) 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 WAIOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WAIOX
WAIOX charges 1.96% annually. There are 94 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 | WAIOX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | WAIOX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | WAIOX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 13.90B | Feb 2019 | WAIOX vs VFSAX | |
| Avantis International Small Cap Value Fund | 0.36% | — | Dec 2019 | WAIOX vs AVDVX |
Best Risk-Adjusted Alternatives to WAIOX
WAIOX has a PortfoliosLab risk / return rank of 2. There are 96 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 | WAIOX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 95 | — | Aug 2023 | WAIOX vs HRIIX | |
| Avantis International Small Cap Value Fund Class G | 83 | — | Jan 2021 | WAIOX vs AVANX | |
| Kopernik Global All-Cap Fund | 80 | — | Oct 2013 | WAIOX vs KGGIX | |
| Kopernik Global All-Cap Fund Class A | 80 | — | Nov 2013 | WAIOX vs KGGAX |
Top Performing WAIOX Alternatives (YTD)
WAIOX is at 9.50% YTD. There are 58 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 | WAIOX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 45.63% | — | Aug 2023 | WAIOX vs HRIIX | |
| Calamos International Small Cap Growth Fund | 35.70% | — | Mar 2022 | WAIOX vs CSGIX | |
| Lazard International Small Cap Equity Portfolio | 28.42% | — | Nov 1993 | WAIOX vs LZISX | |
| Artisan International Explorer Fund | 25.31% | — | May 2022 | WAIOX vs ARHBX |
Lowest Volatility Alternatives to WAIOX
WAIOX has 14.42% 1-year volatility. There are 56 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 | WAIOX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 11.52% | — | Jun 2012 | WAIOX vs MIDLX | |
| MFS International New Discovery Fund | 11.54% | — | Oct 1997 | WAIOX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.22% | — | Mar 2007 | WAIOX vs HLMSX | |
| Fidelity Advisor International Small Cap Fund Clas... | 12.23% | — | Oct 2018 | WAIOX vs FIQIX |
Lowest Drawdown Alternatives to WAIOX
WAIOX has a 1-year max drawdown of -21.23%. There are 98 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 | WAIOX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | WAIOX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | WAIOX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | WAIOX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | WAIOX vs WISIX |
Other Mutual Funds from Wasatch
The 10 most viewed Wasatch mutual funds shown here include WGROX, WAINX, WAMCX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wasatch Core Growth Fund | Small Cap Growth Equities | 3 | 3.76% | — | Dec 1986 | WAIOX vs WGROX | |
| Wasatch Emerging India Fund | Asia Pacific Equities | 1 | -10.58% | — | Apr 2011 | WAIOX vs WAINX | |
| Wasatch Ultra Growth Fund | Small Cap Growth Equities | 12 | 7.13% | — | Aug 1992 | WAIOX vs WAMCX | |
| Wasatch Micro Cap Fund | Small Cap Growth Equities | 32 | 13.73% | — | Jun 1995 | WAIOX vs WMICX | |
| Wasatch Micro Cap Value Fund | Small Cap Growth Equities | 33 | 13.63% | — | Jul 2003 | WAIOX vs WAMVX | |
| Wasatch Small Cap Growth Fund | Small Cap Growth Equities | 2 | -1.44% | — | Dec 1986 | WAIOX vs WAAEX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 89 | 13.17% | — | Sep 1996 | WAIOX vs FMIEX | |
| Wasatch Emerging Markets Small Cap Fund | Emerging Markets Diversified | 61 | 24.12% | — | Sep 2007 | WAIOX vs WAEMX | |
| Wasatch Emerging Markets Select Fund | Emerging Markets Diversified | 9 | 6.04% | — | Dec 2012 | WAIOX vs WAESX | |
| Wasatch Small Cap Value Fund | Small Cap Blend Equities | 11 | 8.71% | — | Dec 1997 | WAIOX vs WMCVX |
Often Compared With WAIOX
Investors most often compare WAIOX with VFINX, QISIX, GISOX. These 8 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Investor Shares | Large Cap Blend Equities | 73 | 11.64% | — | — | WAIOX vs VFINX | |
| Pear Tree Polaris International Opportunities Fund | Foreign Small & Mid Cap Equities | 37 | 17.22% | — | Jan 2019 | WAIOX vs QISIX | |
| Grandeur Peak International Stalwarts Fund | Foreign Small & Mid Cap Equities | 20 | 20.07% | — | Aug 2015 | WAIOX vs GISOX | |
| DFA International Vector Equity Portfolio | Foreign Small & Mid Cap Equities | 51 | 11.85% | — | Aug 2008 | WAIOX vs DFVQX | |
| Artisan International Small-Mid Fund | Foreign Small & Mid Cap Equities | 13 | 5.38% | — | Dec 2001 | WAIOX vs ARTJX | |
| Causeway International Small Cap Fund | Foreign Small & Mid Cap Equities | 60 | 16.15% | — | Oct 2014 | WAIOX vs CVISX | |
| Fidelity Advisor International Small Cap Fund Clas... | Foreign Small & Mid Cap Equities | 25 | 9.95% | — | May 2003 | WAIOX vs FTISX | |
| Fidelity Advisor International Small Cap Fund Clas... | Foreign Small & Mid Cap Equities | 26 | 10.06% | — | May 2003 | WAIOX vs FIASX |
Compare WAIOX with Any Fund or Stock
Compare WAIOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WAIOX with funds that move differently
Wasatch International Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WAIOX.
Explore WAIOX Diversifiers