WCM Focused International Value Fund (WLIVX) belongs to the Foreign Large 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 WLIVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WLIVX
WLIVX charges 1.50% annually. There are 403 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | WLIVX vs FSOSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | WLIVX vs FSGEX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | WLIVX vs FIGSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | WLIVX vs FINVX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | WLIVX vs FHLFX |
Best Risk-Adjusted Alternatives to WLIVX
WLIVX has a PortfoliosLab risk / return rank of 57. There are 120 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 95 | — | Jul 1998 | WLIVX vs GTMIX | |
| SA International Value Fund | 93 | — | Aug 1999 | WLIVX vs SAHMX | |
| Touchstone International Equity Fund | 92 | — | Mar 1993 | WLIVX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 90 | — | Jun 2006 | WLIVX vs GIOTX | |
| DFA International Value III Portfolio | 89 | — | Feb 1995 | WLIVX vs DFVIX |
Top Performing WLIVX Alternatives (YTD)
WLIVX is at 13.31% YTD. There are 101 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 28.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 28.25% | — | Aug 1994 | WLIVX vs TIVFX | |
| Fidelity SAI International SMA Completion Fund | 24.09% | — | Apr 2019 | WLIVX vs FISZX | |
| Calamos International Growth Fund | 22.91% | — | Mar 2005 | WLIVX vs CIGIX | |
| Dunham International Stock Fund | 22.73% | — | Dec 2004 | WLIVX vs DCINX | |
| Lord Abbett International Growth Fund | 22.36% | — | Jun 2021 | WLIVX vs LIAGX |
Lowest Volatility Alternatives to WLIVX
WLIVX has 18.61% 1-year volatility. There are 367 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 8.26% | — | Nov 1997 | WLIVX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 8.27% | — | Feb 2017 | WLIVX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.28% | — | Sep 1996 | WLIVX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class I | 8.28% | — | Jul 1995 | WLIVX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.29% | — | Apr 1990 | WLIVX vs FAERX |
Lowest Drawdown Alternatives to WLIVX
WLIVX has a 1-year max drawdown of -11.65%. There are 189 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | WLIVX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | WLIVX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | WLIVX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | WLIVX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | WLIVX vs FAOAX |
Other Mutual Funds from WCM Investment Management
The 7 most viewed WCM Investment Management mutual funds shown here include WCMIX, WCMSX, WFGGX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| WCM Focused International Growth Fund | Foreign Large Cap Equities | 12 | 12.58% | — | May 2011 | WLIVX vs WCMIX | |
| WCM International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 6 | 9.86% | — | Nov 2015 | WLIVX vs WCMSX | |
| WCM Focused Global Growth Fund | Global Equities | 42 | 11.57% | — | Jun 2013 | WLIVX vs WFGGX | |
| WCM China Quality Growth Fund | China Equities, Asia Pacific Equities | 7 | 6.44% | — | Mar 2020 | WLIVX vs WCQGX | |
| WCM Small Cap Growth Fund | Small Cap Growth Equities | 24 | 12.03% | — | Oct 2019 | WLIVX vs WCMNX | |
| WCM Focused Emerging Markets Fund | Emerging Markets Diversified | 55 | 23.79% | — | Jun 2013 | WLIVX vs WFEMX | |
| WCM Focused International Opportunities Fund | Foreign Small & Mid Cap Equities | 19 | 13.71% | — | Mar 2021 | WLIVX vs WCFOX |
Often Compared With WLIVX
Investors most often compare WLIVX with JOEMX, EFA, PTSIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare WLIVX with Any Fund or Stock
Compare WLIVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WLIVX with funds that move differently
WCM Focused International Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WLIVX.
Explore WLIVX Diversifiers