Invesco EQV European Equity Fund (AEDAX) belongs to the Europe Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AEDAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AEDAX
AEDAX charges 1.37% annually. There are 21 mutual funds in the Europe Equities category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard European Stock Index Fund Institutional P... | 0.07% | — | Dec 2014 | AEDAX vs VEUPX | |
| Vanguard European Stock Index Fund Admiral Shares | 0.08% | 38.10B | Aug 2001 | AEDAX vs VEUSX | |
| Vanguard European Stock Index Fund Institutional S... | 0.08% | — | May 2000 | AEDAX vs VESIX | |
| Six Circles Managed Equity Portfolio International... | 0.13% | — | Apr 2019 | AEDAX vs CMIUX | |
| Vanguard European Stock Index Fund | 0.25% | — | Jun 1990 | AEDAX vs VEURX |
Best Risk-Adjusted Alternatives to AEDAX
AEDAX has a PortfoliosLab risk / return rank of 67. There are 2 mutual funds in the Europe Equities category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ProFunds Europe 30 Fund | 85 | — | Mar 1999 | AEDAX vs UEPIX | |
| DoubleLine Shiller Enhanced International CAPE | 81 | — | Dec 2016 | AEDAX vs DSEUX | |
| The Central and Eastern Europe Fund | 45 | — | Mar 1990 | AEDAX vs CEE | |
| Six Circles Managed Equity Portfolio International... | 39 | — | Apr 2019 | AEDAX vs CMIUX | |
| Franklin Mutual European Fund | 36 | — | Jul 1996 | AEDAX vs MEURX |
Top Performing AEDAX Alternatives (YTD)
AEDAX is at 17.26% YTD. There are 2 mutual funds in the Europe Equities category with higher YTD returns, going as high as 18.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ProFunds Europe 30 Fund | 18.76% | — | Mar 1999 | AEDAX vs UEPIX | |
| The Central and Eastern Europe Fund | 18.02% | — | Mar 1990 | AEDAX vs CEE | |
| Invesco EQV European Small Company Fund | 15.63% | — | Aug 2000 | AEDAX vs ESMAX | |
| DoubleLine Shiller Enhanced International CAPE | 14.08% | — | Dec 2016 | AEDAX vs DSEUX | |
| Six Circles Managed Equity Portfolio International... | 9.86% | — | Apr 2019 | AEDAX vs CMIUX |
Lowest Volatility Alternatives to AEDAX
AEDAX has 15.68% 1-year volatility. There are 5 mutual funds in the Europe Equities category with lower 1-year volatility, going as low as 13.62%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DoubleLine Shiller Enhanced International CAPE | 13.62% | — | Dec 2016 | AEDAX vs DSEUX | |
| Brown Advisory - WMC Strategic European Equity Fun... | 14.20% | — | Oct 2013 | AEDAX vs BIAHX | |
| Franklin Mutual European Fund | 14.35% | — | Jul 1996 | AEDAX vs MEURX | |
| DFA Continental Small Company Portfolio | 14.78% | — | Apr 1988 | AEDAX vs DFCSX | |
| ProFunds Europe 30 Fund | 15.35% | — | Mar 1999 | AEDAX vs UEPIX |
Lowest Drawdown Alternatives to AEDAX
AEDAX has a 1-year max drawdown of -10.59%. There are 2 mutual funds in the Europe Equities category with shallower 1-year drawdowns, going as shallow as -6.74%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ProFunds Europe 30 Fund | -6.74% | — | Mar 1999 | AEDAX vs UEPIX | |
| DoubleLine Shiller Enhanced International CAPE | -7.31% | — | Dec 2016 | AEDAX vs DSEUX | |
| Franklin Mutual European Fund | -11.16% | — | Jul 1996 | AEDAX vs MEURX | |
| Six Circles Managed Equity Portfolio International... | -11.76% | — | Apr 2019 | AEDAX vs CMIUX | |
| DFA Continental Small Company Portfolio | -11.82% | — | Apr 1988 | AEDAX vs DFCSX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, VAFAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 52 | 17.05% | — | Oct 2020 | AEDAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 53 | 11.89% | — | — | AEDAX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 11 | 8.10% | — | Jun 2005 | AEDAX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 22 | -11.69% | — | Jul 1983 | AEDAX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 80 | 17.94% | — | Jun 2001 | AEDAX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 76 | 11.85% | — | Oct 1968 | AEDAX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 36 | 8.09% | — | Feb 1988 | AEDAX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 81 | 26.27% | — | Jun 1999 | AEDAX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 74 | 7.39% | — | Aug 1960 | AEDAX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 55 | 12.04% | — | Jul 1997 | AEDAX vs VADDX |
Often Compared With AEDAX
Investors most often compare AEDAX with ANXG.L, FXAIX, VTIAX. These 19 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare AEDAX with Any Fund or Stock
Compare AEDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AEDAX with funds that move differently
Invesco EQV European Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AEDAX.
Explore AEDAX Diversifiers