EP Emerging Markets Small Companies Fund (EPASX) Alternatives
EP Emerging Markets Small Companies Fund (EPASX) 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 EPASX. 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 EPASX
EPASX charges 1.75% annually. Among mutual funds in the Emerging Markets Diversified category, these options have the lowest expense ratios among EPASX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Emerging Markets Index Fund | 0.08% | Jan 4, 2016 | EPASX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | Sep 8, 2011 | EPASX vs FPADX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | Jul 31, 2019 | EPASX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | Dec 17, 2015 | EPASX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | May 30, 2018 | EPASX vs EMPTX |
Best Risk-Adjusted Alternatives to EPASX
Among mutual funds in the Emerging Markets Diversified 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 | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 97 | Jun 9, 1996 | EPASX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 96 | Jan 9, 2018 | EPASX vs LCSMX | |
| Lazard Emerging Markets Equity Portfolio | 96 | Jul 14, 1994 | EPASX vs LZEMX | |
| Brandes Emerging Markets Fund | 96 | Jan 30, 2011 | EPASX vs BEMIX | |
| Franklin Templeton SMACS: Series EM | 95 | Nov 21, 2021 | EPASX vs FQEMX |
Top Performing EPASX Alternatives (YTD)
EPASX alternatives from the Emerging Markets Diversified category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 13.36% | Jun 9, 1996 | EPASX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 9.17% | Jan 9, 2018 | EPASX vs LCSMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 8.91% | Oct 3, 2011 | EPASX vs ESCIX | |
| Franklin Templeton SMACS: Series EM | 8.67% | Nov 21, 2021 | EPASX vs FQEMX | |
| Cullen Emerging Markets High Dividend Fund | 6.79% | Aug 30, 2012 | EPASX vs CEMFX |
Lowest Volatility Alternatives to EPASX
EPASX alternatives from the Emerging Markets Diversified category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | 10.20% | Dec 20, 2020 | EPASX vs BADEX | |
| Harding Loevner Frontier Emerging Markets Fund | 11.89% | May 26, 2008 | EPASX vs HLFMX | |
| Parametric Emerging Markets Fund | 12.06% | Jun 29, 2006 | EPASX vs EAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | 12.26% | Jun 29, 1998 | EPASX vs EITEX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.26% | Nov 3, 2013 | EPASX vs EFEIX |
Lowest Drawdown Alternatives to EPASX
EPASX alternatives from the Emerging Markets Diversified category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | Dec 20, 2020 | EPASX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | Jun 30, 2009 | EPASX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | Dec 27, 2016 | EPASX vs GQGPX | |
| Wasatch Emerging Markets Small Cap Fund | -9.38% | Sep 30, 2007 | EPASX vs WAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | -9.88% | Jun 29, 1998 | EPASX vs EITEX |
Other Mutual Funds from Euro Pacific Asset Management
Most popular Euro Pacific Asset Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| EuroPac Gold Fund | Precious Metals | 90 | -1.16% | Jul 18, 2013 | EPASX vs EPGFX | |
| EuroPac International Dividend Income Fund | Foreign Large Cap Equities | 97 | 5.87% | Jan 9, 2014 | EPASX vs EPDIX | |
| EuroPac International Dividend Income Fund Class A | Foreign Large Cap Equities, Dividend | 97 | 5.90% | Jan 10, 2014 | EPASX vs EPDPX | |
| EuroPac International Value Fund | Foreign Large Cap Equities | 81 | -1.49% | Apr 6, 2010 | EPASX vs EPIVX | |
| EuroPac International Bond Fund | Global Bonds | 60 | -2.24% | Nov 14, 2010 | EPASX vs EPIBX |
Often Compared With EPASX
What investors most often compare with EPASX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MainStay Epoch U.S. Equity Yield Fund | Large Cap Value Equities | 54 | 1.68% | Dec 3, 2008 | EPASX vs EPLCX | |
| MainStay Epoch Global Equity Yield Fund | Global Equities | 83 | 2.83% | Dec 26, 2005 | EPASX vs EPSYX | |
| SPDR Portfolio Emerging Markets ETF | Emerging Markets Equities | 74 | 0.21% | Mar 19, 2007 | EPASX vs SPEM | |
| abrdn Emerging Markets ex-China Fund | Emerging Markets Diversified | 95 | 5.47% | Aug 29, 2000 | EPASX vs GLLSX |
Compare EPASX with Any Fund or Stock
Compare EPASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.