EuroPac International Dividend Income Fund Class A (EPDPX) 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 EPDPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EPDPX
EPDPX charges 1.52% annually. There are 406 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 Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | EPDPX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | EPDPX vs FSOSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | EPDPX vs FINVX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | EPDPX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | EPDPX vs FHLFX |
Best Risk-Adjusted Alternatives to EPDPX
EPDPX has a PortfoliosLab risk / return rank of 74. There are 37 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Touchstone International Equity Fund | 94 | — | Mar 1993 | EPDPX vs SWRLX | |
| American Beacon Tocqueville International Value Fu... | 94 | — | Aug 1994 | EPDPX vs TIVFX | |
| Dunham International Stock Fund | 92 | — | Dec 2004 | EPDPX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 91 | — | Jul 1998 | EPDPX vs GTMIX | |
| Thornburg Global Opportunities Fund | 91 | — | Jul 2006 | EPDPX vs THOIX |
Top Performing EPDPX Alternatives (YTD)
EPDPX is at 7.93% YTD. There are 315 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 40.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 40.47% | — | Aug 1994 | EPDPX vs TIVFX | |
| Calamos International Growth Fund | 38.33% | — | Mar 2005 | EPDPX vs CIGIX | |
| John Hancock International Dynamic Growth Fund | 33.48% | — | May 2019 | EPDPX vs JIJIX | |
| Lord Abbett International Growth Fund | 33.43% | — | Jun 2021 | EPDPX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 32.58% | — | Apr 2019 | EPDPX vs FISZX |
Lowest Volatility Alternatives to EPDPX
EPDPX has 14.51% 1-year volatility. There are 116 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class Z | 8.76% | — | Feb 2017 | EPDPX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.76% | — | Sep 1996 | EPDPX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 8.76% | — | Nov 1997 | EPDPX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class M | 8.78% | — | Apr 1990 | EPDPX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 8.78% | — | Jul 1995 | EPDPX vs FAOIX |
Lowest Drawdown Alternatives to EPDPX
EPDPX has a 1-year max drawdown of -10.96%. There are 92 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 | EPDPX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | EPDPX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | EPDPX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | EPDPX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | EPDPX vs FAOAX |
Other Mutual Funds from Euro Pacific Asset Management
The 5 most viewed Euro Pacific Asset Management mutual funds shown here include EPGFX, EPDIX, EPIVX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| EuroPac Gold Fund | Gold, Precious Metals | 24 | -1.62% | — | Jul 2013 | EPDPX vs EPGFX | |
| EuroPac International Dividend Income Fund | Foreign Large Cap Equities | 75 | 8.07% | — | Jan 2014 | EPDPX vs EPDIX | |
| EuroPac International Value Fund | Foreign Large Cap Equities | 16 | -2.96% | — | Apr 2010 | EPDPX vs EPIVX | |
| EP Emerging Markets Small Companies Fund | Emerging Markets Diversified | 21 | 2.73% | — | Nov 2010 | EPDPX vs EPASX | |
| EuroPac International Bond Fund | Global Bonds | 9 | -0.57% | — | Nov 2010 | EPDPX vs EPIBX |
Often Compared With EPDPX
Investors most often compare EPDPX with EFAD, DVYA, EPLCX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare EPDPX with Any Fund or Stock
Compare EPDPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EPDPX with funds that move differently
EuroPac International Dividend Income Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EPDPX.
Explore EPDPX Diversifiers