EuroPac International Dividend Income Fund (EPDIX) Alternatives
EuroPac International Dividend Income Fund (EPDIX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EPDIX. 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 EPDIX
EPDIX charges 1.25% annually. Among mutual funds in the Foreign Large Cap Equities category, these options have the lowest expense ratios among EPDIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | Sep 29, 2009 | EPDIX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | Dec 3, 2009 | EPDIX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | Jun 21, 2019 | EPDIX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | Dec 3, 2009 | EPDIX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | Aug 17, 2018 | EPDIX vs FHLFX |
Best Risk-Adjusted Alternatives to EPDIX
Among mutual funds in the Foreign Large Cap Equities 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 | |
|---|---|---|---|---|
| Kopernik International Fund | 98 | Jun 29, 2015 | EPDIX vs KGIIX | |
| EuroPac International Dividend Income Fund Class A | 97 | Jan 10, 2014 | EPDIX vs EPDPX | |
| American Beacon Tocqueville International Value Fu... | 96 | Aug 1, 1994 | EPDIX vs TIVFX | |
| GMO Tax-Managed International Equities Fund | 95 | Jul 28, 1998 | EPDIX vs GTMIX | |
| PIMCO RAE Global ex-US Fund | 94 | Jun 4, 2015 | EPDIX vs PZRIX |
Top Performing EPDIX Alternatives (YTD)
EPDIX alternatives from the Foreign Large Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 10.36% | Aug 1, 1994 | EPDIX vs TIVFX | |
| PIMCO RAE International Fund | 8.42% | Jun 4, 2015 | EPDIX vs PPYPX | |
| PIMCO RAE Global ex-US Fund | 7.89% | Jun 4, 2015 | EPDIX vs PZRIX | |
| PIMCO RAE PLUS International Fund | 7.77% | Sep 29, 2011 | EPDIX vs PTSIX | |
| Kopernik International Fund | 5.93% | Jun 29, 2015 | EPDIX vs KGIIX |
Lowest Volatility Alternatives to EPDIX
EPDIX alternatives from the Foreign Large Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tweedy, Browne International Value Fund | 12.26% | Jun 14, 1993 | EPDIX vs TBGVX | |
| Fidelity SAI International Low Volatility Index Fu... | 12.28% | May 29, 2015 | EPDIX vs FSKLX | |
| GQG Partners International Quality Dividend Income... | 12.39% | Jun 29, 2021 | EPDIX vs GQJPX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.47% | Dec 15, 2016 | EPDIX vs GSIMX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.48% | Dec 14, 2016 | EPDIX vs GSINX |
Lowest Drawdown Alternatives to EPDIX
EPDIX alternatives from the Foreign Large Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Federated Hermes International Strategic Value Div... | -8.47% | Jun 3, 2008 | EPDIX vs IVFIX | |
| SEI Institutional Managed Trust Tax-Managed Intern... | -8.55% | Oct 16, 2016 | EPDIX vs SIMYX | |
| Fidelity SAI International Low Volatility Index Fu... | -8.64% | May 29, 2015 | EPDIX vs FSKLX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.74% | Dec 14, 2016 | EPDIX vs GSINX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.75% | Dec 15, 2016 | EPDIX vs GSIMX |
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 | EPDIX vs EPGFX | |
| EuroPac International Value Fund | Foreign Large Cap Equities | 81 | -1.49% | Apr 6, 2010 | EPDIX vs EPIVX | |
| EP Emerging Markets Small Companies Fund | Emerging Markets Diversified | 79 | 0.17% | Nov 30, 2010 | EPDIX vs EPASX | |
| EuroPac International Bond Fund | Global Bonds | 60 | -2.24% | Nov 14, 2010 | EPDIX vs EPIBX |
Often Compared With EPDIX
What investors most often compare with EPDIX, based on PortfoliosLab usage data.
Compare EPDIX with Any Fund or Stock
Compare EPDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.