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 a closer substitute for your current allocation.
Cheapest Alternatives to EPASX
EPASX charges 1.75% annually. There are 165 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 | EPASX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | EPASX vs FERGX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | EPASX vs SSKEX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | EPASX vs FCEEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | EPASX vs EMPTX |
Best Risk-Adjusted Alternatives to EPASX
EPASX has a PortfoliosLab risk / return rank of 17. There are 163 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Templeton SMACS: Series EM | 94 | — | Nov 2021 | EPASX vs FQEMX | |
| Lazard Emerging Markets Equity Portfolio | 94 | — | Jul 1994 | EPASX vs LZEMX | |
| Delaware Emerging Markets Fund | 94 | — | Jun 1996 | EPASX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 93 | — | Jan 2018 | EPASX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 93 | — | Oct 2021 | EPASX vs GMAQX |
Top Performing EPASX Alternatives (YTD)
EPASX is at 1.79% YTD. There are 168 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 85.88%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 85.88% | — | Jun 1996 | EPASX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 69.03% | — | Nov 2021 | EPASX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 52.25% | — | Jan 2018 | EPASX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 45.00% | — | Oct 2021 | EPASX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 40.06% | — | Jan 1994 | EPASX vs GTDDX |
Lowest Volatility Alternatives to EPASX
EPASX has 14.28% 1-year volatility. There are 13 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 10.53% | — | Oct 2011 | EPASX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.41% | — | Dec 2016 | EPASX vs GQGPX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.62% | — | Dec 2013 | EPASX vs VIESX | |
| The Cook & Bynum Fund | 11.79% | — | Jun 2009 | EPASX vs COBYX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.09% | — | Nov 2013 | EPASX vs EFEIX |
Lowest Drawdown Alternatives to EPASX
EPASX has a 1-year max drawdown of -10.32%. There are 13 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 | EPASX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | EPASX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | EPASX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | EPASX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | EPASX vs GQGPX |
Other Mutual Funds from Euro Pacific Asset Management
The 5 most viewed Euro Pacific Asset Management 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 | 19 | -9.82% | — | Jul 2013 | EPASX vs EPGFX | |
| EuroPac International Dividend Income Fund | Foreign Large Cap Equities | 76 | 6.77% | — | Jan 2014 | EPASX vs EPDIX | |
| EuroPac International Dividend Income Fund Class A | Foreign Large Cap Equities, Dividend | 75 | 6.64% | — | Jan 2014 | EPASX vs EPDPX | |
| EuroPac International Value Fund | Foreign Large Cap Equities | 19 | -2.94% | — | Apr 2010 | EPASX vs EPIVX | |
| EuroPac International Bond Fund | Global Bonds | 8 | -0.15% | — | Nov 2010 | EPASX vs EPIBX |
Often Compared With EPASX
Investors most often compare EPASX with EPSYX, EPLCX, SPEM. These 15 comparison targets span 4 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