Ninety One Emerging Markets Equity Fund (ZEMIX) belongs to the Emerging Markets Diversified category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ZEMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ZEMIX
ZEMIX charges 0.85% annually. There are 33 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | ZEMIX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | ZEMIX vs FERGX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | ZEMIX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | ZEMIX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | ZEMIX vs EMPTX |
Best Risk-Adjusted Alternatives to ZEMIX
ZEMIX has a PortfoliosLab risk / return rank of 87. There are 25 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 97 | — | Jun 1996 | ZEMIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 96 | — | Nov 2021 | ZEMIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 95 | — | Jan 2018 | ZEMIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 94 | — | Oct 2021 | ZEMIX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 93 | — | Jan 2019 | ZEMIX vs LVAZX |
Top Performing ZEMIX Alternatives (YTD)
ZEMIX is at 27.76% YTD. There are 32 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 125.98%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 125.98% | — | Jun 1996 | ZEMIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 75.65% | — | Nov 2021 | ZEMIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 57.98% | — | Jan 2018 | ZEMIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 44.54% | — | Oct 2021 | ZEMIX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 40.89% | — | Jan 1994 | ZEMIX vs GTDDX |
Lowest Volatility Alternatives to ZEMIX
ZEMIX has 20.55% 1-year volatility. There are 88 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 11.19%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 11.19% | — | Oct 2011 | ZEMIX vs ESCIX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.54% | — | Dec 2013 | ZEMIX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.57% | — | Dec 2016 | ZEMIX vs GQGPX | |
| The Cook & Bynum Fund | 11.91% | — | Jun 2009 | ZEMIX vs COBYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | 12.07% | — | Dec 2020 | ZEMIX vs BADEX |
Lowest Drawdown Alternatives to ZEMIX
ZEMIX has a 1-year max drawdown of -13.12%. There are 77 mutual funds in the Emerging Markets Diversified category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | ZEMIX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | ZEMIX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | ZEMIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | ZEMIX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | ZEMIX vs GQGPX |
Other Mutual Funds from Ninety One
The 1 most viewed Ninety One mutual funds shown here include ZGFIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ninety One Global Franchise Fund | Global Equities | 3 | -6.63% | — | Dec 2017 | ZEMIX vs ZGFIX |
Often Compared With ZEMIX
Investors most often compare ZEMIX with ZSP.TO, QYLD, VOO. These 19 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare ZEMIX with Any Fund or Stock
Compare ZEMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ZEMIX with funds that move differently
Ninety One Emerging Markets Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ZEMIX.
Explore ZEMIX Diversifiers