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 a closer substitute for your current allocation.
Cheapest Alternatives to EPDIX
EPDIX charges 1.25% annually. There are 366 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | EPDIX vs FIGSX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | EPDIX vs FSOSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | EPDIX vs FSGEX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | EPDIX vs FHLFX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | EPDIX vs FINVX |
Best Risk-Adjusted Alternatives to EPDIX
EPDIX has a PortfoliosLab risk / return rank of 76. There are 29 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 92 | — | Jul 1998 | EPDIX vs GTMIX | |
| Touchstone International Equity Fund | 91 | — | Mar 1993 | EPDIX vs SWRLX | |
| SA International Value Fund | 89 | — | Aug 1999 | EPDIX vs SAHMX | |
| Dunham International Stock Fund | 88 | — | Dec 2004 | EPDIX vs DCINX | |
| Thornburg Global Opportunities Fund | 86 | — | Jul 2006 | EPDIX vs THOIX |
Top Performing EPDIX Alternatives (YTD)
EPDIX is at 6.10% YTD. There are 359 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 28.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 28.35% | — | Aug 1994 | EPDIX vs TIVFX | |
| Fidelity SAI International SMA Completion Fund | 27.01% | — | Apr 2019 | EPDIX vs FISZX | |
| Calamos International Growth Fund | 25.87% | — | Mar 2005 | EPDIX vs CIGIX | |
| Lord Abbett International Growth Fund | 24.40% | — | Jun 2021 | EPDIX vs LIAGX | |
| Dunham International Stock Fund | 23.29% | — | Dec 2004 | EPDIX vs DCINX |
Lowest Volatility Alternatives to EPDIX
EPDIX has 14.69% 1-year volatility. There are 117 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class Z | 8.34% | — | Feb 2017 | EPDIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class C | 8.34% | — | Nov 1997 | EPDIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class A | 8.35% | — | Sep 1996 | EPDIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class I | 8.36% | — | Jul 1995 | EPDIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.37% | — | Apr 1990 | EPDIX vs FAERX |
Lowest Drawdown Alternatives to EPDIX
EPDIX has a 1-year max drawdown of -10.92%. There are 87 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | EPDIX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | EPDIX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | EPDIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | EPDIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | EPDIX vs FAERX |
Other Mutual Funds from Euro Pacific Asset Management
The 5 most viewed Euro Pacific Asset Management mutual funds shown here include EPGFX, EPDPX, EPIVX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| EuroPac Gold Fund | Gold, Precious Metals | 24 | -7.54% | — | Jul 2013 | EPDIX vs EPGFX | |
| EuroPac International Dividend Income Fund Class A | Foreign Large Cap Equities, Dividend | 75 | 5.98% | — | Jan 2014 | EPDIX vs EPDPX | |
| EuroPac International Value Fund | Foreign Large Cap Equities | 20 | -3.01% | — | Apr 2010 | EPDIX vs EPIVX | |
| EP Emerging Markets Small Companies Fund | Emerging Markets Diversified | 16 | 1.19% | — | Nov 2010 | EPDIX vs EPASX | |
| EuroPac International Bond Fund | Global Bonds | 8 | -0.38% | — | Nov 2010 | EPDIX vs EPIBX |
Often Compared With EPDIX
Investors most often compare EPDIX with SPY, SCHY, GLD. These 20 comparison targets span 8 categories, 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.
Pair EPDIX with funds that move differently
EuroPac International Dividend Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EPDIX.
Explore EPDIX Diversifiers