WCM Focused International Value Fund (WLIVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to WLIVX
WLIVX charges 1.50% annually. Among mutual funds in the Foreign Large Cap Equities category, these options have the lowest expense ratios among WLIVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | Sep 29, 2009 | WLIVX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | Dec 3, 2009 | WLIVX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | Jun 21, 2019 | WLIVX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | Dec 3, 2009 | WLIVX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | Aug 17, 2018 | WLIVX vs FHLFX |
Best Risk-Adjusted Alternatives to WLIVX
Among mutual funds in the Foreign Large Cap Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Kopernik International Fund | 98 | Jun 29, 2015 | WLIVX vs KGIIX | |
| EuroPac International Dividend Income Fund | 97 | Jan 9, 2014 | WLIVX vs EPDIX | |
| EuroPac International Dividend Income Fund Class A | 97 | Jan 10, 2014 | WLIVX vs EPDPX | |
| American Beacon Tocqueville International Value Fu... | 96 | Aug 1, 1994 | WLIVX vs TIVFX | |
| GMO Tax-Managed International Equities Fund | 95 | Jul 28, 1998 | WLIVX vs GTMIX |
Top Performing WLIVX Alternatives (YTD)
WLIVX alternatives from the Foreign Large Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 10.36% | Aug 1, 1994 | WLIVX vs TIVFX | |
| PIMCO RAE International Fund | 8.42% | Jun 4, 2015 | WLIVX vs PPYPX | |
| PIMCO RAE Global ex-US Fund | 7.89% | Jun 4, 2015 | WLIVX vs PZRIX | |
| PIMCO RAE PLUS International Fund | 7.77% | Sep 29, 2011 | WLIVX vs PTSIX | |
| Kopernik International Fund | 5.93% | Jun 29, 2015 | WLIVX vs KGIIX |
Lowest Volatility Alternatives to WLIVX
WLIVX alternatives from the Foreign Large Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tweedy, Browne International Value Fund | 12.26% | Jun 14, 1993 | WLIVX vs TBGVX | |
| Fidelity SAI International Low Volatility Index Fu... | 12.28% | May 29, 2015 | WLIVX vs FSKLX | |
| GQG Partners International Quality Dividend Income... | 12.39% | Jun 29, 2021 | WLIVX vs GQJPX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.47% | Dec 15, 2016 | WLIVX vs GSIMX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.48% | Dec 14, 2016 | WLIVX vs GSINX |
Lowest Drawdown Alternatives to WLIVX
WLIVX alternatives from the Foreign Large Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Federated Hermes International Strategic Value Div... | -8.47% | Jun 3, 2008 | WLIVX vs IVFIX | |
| SEI Institutional Managed Trust Tax-Managed Intern... | -8.55% | Oct 16, 2016 | WLIVX vs SIMYX | |
| Fidelity SAI International Low Volatility Index Fu... | -8.64% | May 29, 2015 | WLIVX vs FSKLX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.74% | Dec 14, 2016 | WLIVX vs GSINX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.75% | Dec 15, 2016 | WLIVX vs GSIMX |
Other Mutual Funds from WCM Investment Management
Most popular WCM Investment Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| WCM Focused International Growth Fund | Foreign Large Cap Equities | 17 | -4.22% | May 30, 2011 | WLIVX vs WCMIX | |
| WCM International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 52 | -0.58% | Nov 29, 2015 | WLIVX vs WCMSX | |
| WCM Focused Global Growth Fund | Global Equities | 33 | -7.73% | Jun 27, 2013 | WLIVX vs WFGGX | |
| WCM Focused Small Cap Fund | Small Cap Value Equities | — | — | Oct 30, 2019 | WLIVX vs WCMJX | |
| WCM Focused International Opportunities Fund | Foreign Small & Mid Cap Equities | 46 | -7.79% | Mar 29, 2021 | WLIVX vs WCFOX | |
| WCM Small Cap Growth Fund | Small Cap Growth Equities | 16 | -7.68% | Oct 30, 2019 | WLIVX vs WCMNX | |
| WCM China Quality Growth Fund | China Equities | 8 | -4.91% | Mar 30, 2020 | WLIVX vs WCQGX | |
| WCM Focused Emerging Markets Fund | Emerging Markets Diversified | 81 | 0.26% | Jun 27, 2013 | WLIVX vs WFEMX |
Often Compared With WLIVX
What investors most often compare with WLIVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JOHCM Emerging Markets Opportunities Fund | Emerging Markets Diversified | 72 | -2.15% | Nov 19, 2012 | WLIVX vs JOEMX | |
| iShares MSCI EAFE ETF | Foreign Large Cap Equities | 76 | 1.15% | Aug 14, 2001 | WLIVX vs EFA | |
| AQR International Defensive Style Fund | Foreign Large Cap Equities | 53 | -0.25% | Jul 9, 2012 | WLIVX vs ANDIX | |
| Artisan International Fund Institutional Class | Foreign Large Cap Equities | 89 | 3.79% | Jul 1, 1997 | WLIVX vs APHIX |
Compare WLIVX with Any Fund or Stock
Compare WLIVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.