EPDIX Alternatives & Similar Mutual Funds

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 374 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
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	EPDIX vs FSGEX
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	EPDIX vs FIGSX
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	EPDIX vs FINVX
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	EPDIX vs FSOSX
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	EPDIX vs FHLFX

Best Risk-Adjusted Alternatives to EPDIX

EPDIX has a PortfoliosLab risk / return rank of 87. There are 31 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
GTMIX	GMO Tax-Managed International Equities Fund	97	—	Jul 1998	EPDIX vs GTMIX
SAHMX	SA International Value Fund	96	—	Aug 1999	EPDIX vs SAHMX
PTSIX	PIMCO RAE PLUS International Fund	95	—	Sep 2011	EPDIX vs PTSIX
VIHAX	Vanguard International High Dividend Yield Index F...	94	20.40B	Mar 2016	EPDIX vs VIHAX
DFVIX	DFA International Value III Portfolio	94	—	Feb 1995	EPDIX vs DFVIX

Top Performing EPDIX Alternatives (YTD)

EPDIX is at 9.59% YTD. There are 317 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 23.03%.

Symbol	Name	YTD Return	AUM	Inception
DCINX	Dunham International Stock Fund	23.03%	—	Dec 2004	EPDIX vs DCINX
GTMIX	GMO Tax-Managed International Equities Fund	22.05%	—	Jul 1998	EPDIX vs GTMIX
SWRLX	Touchstone International Equity Fund	21.39%	—	Mar 1993	EPDIX vs SWRLX
GIOTX	GMO International Developed Equity Allocation Fund	21.36%	—	Jun 2006	EPDIX vs GIOTX
FISZX	Fidelity SAI International SMA Completion Fund	20.57%	—	Apr 2019	EPDIX vs FISZX

Lowest Volatility Alternatives to EPDIX

EPDIX has 14.80% 1-year volatility. There are 120 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOAX	Fidelity Advisor Overseas Fund Class A	7.67%	—	Sep 1996	EPDIX vs FAOAX
FAOCX	Fidelity Advisor Overseas Fund Class C	7.67%	—	Nov 1997	EPDIX vs FAOCX
FAOSX	Fidelity Advisor Overseas Fund Class Z	7.68%	—	Feb 2017	EPDIX vs FAOSX
FAERX	Fidelity Advisor Overseas Fund Class M	7.69%	—	Apr 1990	EPDIX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	7.69%	—	Jul 1995	EPDIX vs FAOIX

Lowest Drawdown Alternatives to EPDIX

EPDIX has a 1-year max drawdown of -10.92%. There are 89 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
RWIIX	Redwood AlphaFactor Tactical International Fund	-6.94%	—	Nov 2017	EPDIX vs RWIIX
IVFIX	Federated Hermes International Strategic Value Div...	-6.97%	—	Jun 2008	EPDIX vs IVFIX
FAOSX	Fidelity Advisor Overseas Fund Class Z	-7.26%	—	Feb 2017	EPDIX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	-7.28%	—	Jul 1995	EPDIX vs FAOIX
FAERX	Fidelity Advisor Overseas Fund Class M	-7.29%	—	Apr 1990	EPDIX vs FAERX

Other Mutual Funds from Euro Pacific

The 6 most viewed Euro Pacific mutual funds shown here include EPGFX, EPDPX, EPIVX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EPGFX	EuroPac Gold Fund	Gold, Precious Metals	32	-6.94%	—	Jul 2013	EPDIX vs EPGFX
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	86	9.36%	—	Jan 2014	EPDIX vs EPDPX
EPIVX	EuroPac International Value Fund	Foreign Large Cap Equities	41	2.06%	—	Apr 2010	EPDIX vs EPIVX
EPASX	EP Emerging Markets Small Companies Fund	Emerging Markets Equities	22	2.82%	—	Nov 2010	EPDIX vs EPASX
EPIBX	EuroPac International Bond Fund	Global Bonds	21	0.30%	—	Nov 2010	EPDIX vs EPIBX
EPVIX	EuroPac International Value Fund Class I	Foreign Large Cap Equities	37	2.18%	—	Apr 2010	EPDIX vs EPVIX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	EPDIX vs SPY
SCHY	Schwab International Dividend Equity ETF	Dividend, Foreign Large Cap Equities	86	13.81%	2.52B	Apr 2021	EPDIX vs SCHY
GLD	SPDR Gold Shares	Gold, Precious Metals	30	-6.25%	130.32B	Nov 2004	EPDIX vs GLD
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.03%	104.16B	Oct 2011	EPDIX vs SCHD
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	EPDIX vs VOO
VXUS	Vanguard Total International Stock ETF	Global Equities	71	12.75%	651.00B	Jan 2011	EPDIX vs VXUS
WTPI	WisdomTree Equity Premium Income Fund	Derivative Income	68	5.32%	492.92M	Feb 2016	EPDIX vs WTPI
COSSX	Columbia Overseas Value Fund Institutional 2 Class	Foreign Large Cap Equities	71	10.32%	—	Jul 2015	EPDIX vs COSSX
OFIGX	Oberweis Focused International Growth Fund	Foreign Large Cap Equities	30	9.82%	—	Mar 2022	EPDIX vs OFIGX
QFVOX	Pear Tree Polaris Foreign Value Fund	Foreign Large Cap Equities	88	19.24%	—	May 1998	EPDIX vs QFVOX
FACNX	Fidelity Advisor Canada Fund Class A	Foreign Large Cap Equities	59	9.83%	—	May 2007	EPDIX vs FACNX
TWIEX	American Century International Growth Fund	Foreign Large Cap Equities	11	2.84%	2.29B	May 1991	EPDIX vs TWIEX
FIQEX	Fidelity Advisor Canada Fund Class Z	Foreign Large Cap Equities	61	10.06%	—	Oct 2018	EPDIX vs FIQEX
IVIAX	Delaware Ivy International Core Equity Fund	Foreign Large Cap Equities	16	6.87%	—	May 1997	EPDIX vs IVIAX
JIJIX	John Hancock International Dynamic Growth Fund	Foreign Large Cap Equities	26	12.26%	—	May 2019	EPDIX vs JIJIX
FADIX	Fidelity Advisor Diversified International Fund Cl...	Foreign Large Cap Equities	39	11.84%	—	Dec 1998	EPDIX vs FADIX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	30	4.99%	59.97B	Dec 2009	EPDIX vs SCHG
SPILX	Symmetry Panoramic International Equity Fund	Foreign Large Cap Equities	68	13.80%	—	Nov 2018	EPDIX vs SPILX
MOSAX	MassMutual Overseas Fund	Foreign Large Cap Equities	32	7.72%	—	Apr 2001	EPDIX vs MOSAX
PSKIX	PIMCO StocksPLUS International Fund (Unhedged)	Foreign Large Cap Equities	56	10.19%	—	Nov 2006	EPDIX vs PSKIX

Compare EPDIX with Any Fund or Stock

Compare EPDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

EuroPac International Dividend Income Fund (EPDIX) Alternatives