EP Emerging Markets Small Companies Fund (EPASX) belongs to the Emerging Markets Equities 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 a closer substitute for your current allocation.
Cheapest Alternatives to EPASX
EPASX charges 1.75% annually. There are 203 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | EPASX vs FEMSX | |
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | EPASX vs FHKFX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | EPASX vs VEMIX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | EPASX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | EPASX vs FERGX |
Best Risk-Adjusted Alternatives to EPASX
EPASX has a PortfoliosLab risk / return rank of 24. There are 197 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio Class R6 | 96 | — | — | EPASX vs RLEMX | |
| Lazard Emerging Markets Equity Portfolio | 95 | — | Jul 1994 | EPASX vs LZEMX | |
| Delaware Emerging Markets Fund | 92 | — | Jun 1996 | EPASX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 92 | — | Jun 1996 | EPASX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 92 | — | Jun 1996 | EPASX vs DEMCX |
Top Performing EPASX Alternatives (YTD)
EPASX is at 3.16% YTD. There are 206 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 77.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 77.44% | — | Jun 1996 | EPASX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 77.19% | — | Jun 1996 | EPASX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 76.42% | — | Jun 1996 | EPASX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 55.40% | — | Nov 2021 | EPASX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 40.55% | — | Oct 2021 | EPASX vs GMAQX |
Lowest Volatility Alternatives to EPASX
EPASX has 14.78% 1-year volatility. There are 18 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.86% | — | Dec 2016 | EPASX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | EPASX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | EPASX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | EPASX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | EPASX vs FGKPX |
Lowest Drawdown Alternatives to EPASX
EPASX has a 1-year max drawdown of -10.32%. There are 21 mutual funds in the Emerging Markets Equities 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 | EPASX vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | EPASX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | EPASX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | EPASX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | EPASX vs COBYX |
Other Mutual Funds from Euro Pacific
The 6 most viewed Euro Pacific mutual funds shown here include EPGFX, EPDIX, EPDPX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| EuroPac Gold Fund | Gold, Precious Metals | 25 | -9.57% | — | Jul 2013 | EPASX vs EPGFX | |
| EuroPac International Dividend Income Fund | Foreign Large Cap Equities | 85 | 8.78% | — | Jan 2014 | EPASX vs EPDIX | |
| EuroPac International Dividend Income Fund Class A | Foreign Large Cap Equities, Dividend | 84 | 8.63% | — | Jan 2014 | EPASX vs EPDPX | |
| EuroPac International Value Fund | Foreign Large Cap Equities | 30 | -0.01% | — | Apr 2010 | EPASX vs EPIVX | |
| EuroPac International Bond Fund | Global Bonds | 21 | 0.30% | — | Nov 2010 | EPASX vs EPIBX | |
| EuroPac International Value Fund Class I | Foreign Large Cap Equities | 31 | 0.12% | — | Apr 2010 | EPASX vs EPVIX |
Often Compared With EPASX
Investors most often compare EPASX with EPSYX, EPLCX, SPEM. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare EPASX with Any Fund or Stock
Compare EPASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EPASX with funds that move differently
EP Emerging Markets Small Companies Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EPASX.
Explore EPASX Diversifiers