EPDPX Alternatives & Similar Mutual Funds

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 414 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
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	EPDPX vs FINVX
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	EPDPX vs FSOSX
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	EPDPX vs FSGEX
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	EPDPX vs FHLFX
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	EPDPX vs FIGSX

Best Risk-Adjusted Alternatives to EPDPX

EPDPX has a PortfoliosLab risk / return rank of 84. There are 38 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	EPDPX vs GTMIX
SAHMX	SA International Value Fund	96	—	Aug 1999	EPDPX vs SAHMX
PTSIX	PIMCO RAE PLUS International Fund	95	—	Sep 2011	EPDPX vs PTSIX
SWRLX	Touchstone International Equity Fund	94	—	Mar 1993	EPDPX vs SWRLX
VIHAX	Vanguard International High Dividend Yield Index F...	94	20.40B	Mar 2016	EPDPX vs VIHAX

Top Performing EPDPX Alternatives (YTD)

EPDPX is at 8.63% YTD. There are 333 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 22.83%.

Symbol	Name	YTD Return	AUM	Inception
DCINX	Dunham International Stock Fund	22.83%	—	Dec 2004	EPDPX vs DCINX
QFVOX	Pear Tree Polaris Foreign Value Fund	21.28%	—	May 1998	EPDPX vs QFVOX
GTMIX	GMO Tax-Managed International Equities Fund	21.02%	—	Jul 1998	EPDPX vs GTMIX
SWRLX	Touchstone International Equity Fund	21.00%	—	Mar 1993	EPDPX vs SWRLX
GIOTX	GMO International Developed Equity Allocation Fund	20.64%	—	Jun 2006	EPDPX vs GIOTX

Lowest Volatility Alternatives to EPDPX

EPDPX has 14.80% 1-year volatility. There are 122 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	EPDPX vs FAOAX
FAOCX	Fidelity Advisor Overseas Fund Class C	7.67%	—	Nov 1997	EPDPX vs FAOCX
FAOSX	Fidelity Advisor Overseas Fund Class Z	7.68%	—	Feb 2017	EPDPX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	7.69%	—	Jul 1995	EPDPX vs FAOIX
FAERX	Fidelity Advisor Overseas Fund Class M	7.69%	—	Apr 1990	EPDPX vs FAERX

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
RWIIX	Redwood AlphaFactor Tactical International Fund	-6.94%	—	Nov 2017	EPDPX vs RWIIX
IVFIX	Federated Hermes International Strategic Value Div...	-6.97%	—	Jun 2008	EPDPX vs IVFIX
FAOSX	Fidelity Advisor Overseas Fund Class Z	-7.26%	—	Feb 2017	EPDPX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	-7.28%	—	Jul 1995	EPDPX vs FAOIX
FAOAX	Fidelity Advisor Overseas Fund Class A	-7.29%	—	Sep 1996	EPDPX vs FAOAX

Other Mutual Funds from Euro Pacific

The 6 most viewed Euro Pacific mutual funds shown here include EPGFX, EPDIX, EPIVX and span 5 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EPGFX	EuroPac Gold Fund	Gold, Precious Metals	25	-9.57%	—	Jul 2013	EPDPX vs EPGFX
EPDIX	EuroPac International Dividend Income Fund	Foreign Large Cap Equities	85	8.78%	—	Jan 2014	EPDPX vs EPDIX
EPIVX	EuroPac International Value Fund	Foreign Large Cap Equities	30	-0.01%	—	Apr 2010	EPDPX vs EPIVX
EPASX	EP Emerging Markets Small Companies Fund	Emerging Markets Equities	24	3.16%	—	Nov 2010	EPDPX vs EPASX
EPIBX	EuroPac International Bond Fund	Global Bonds	21	0.30%	—	Nov 2010	EPDPX vs EPIBX
EPVIX	EuroPac International Value Fund Class I	Foreign Large Cap Equities	31	0.12%	—	Apr 2010	EPDPX vs EPVIX

Often Compared With EPDPX

Investors most often compare EPDPX with EFAD, DVYA, EPLCX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EFAD	ProShares MSCI EAFE Dividend Growers ETF	Foreign Large Cap Equities, Dividend	31	6.49%	62.55M	Aug 2014	EPDPX vs EFAD
DVYA	iShares Asia/Pacific Dividend ETF	Asia Pacific Equities, Dividend	90	17.53%	71.70M	Feb 2012	EPDPX vs DVYA
EPLCX	MainStay Epoch U.S. Equity Yield Fund	Large Cap Value Equities	93	17.46%	—	Dec 2008	EPDPX vs EPLCX
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	EPDPX vs SPY
SDIV	Global X SuperDividend ETF	Global Equities, Dividend	66	8.49%	1.21B	Jun 2011	EPDPX vs SDIV
NLR	VanEck Uranium and Nuclear ETF	Uranium, Alternative Energy Equities, Energy Equities	13	-10.20%	3.81B	Aug 2007	EPDPX vs NLR
QQQ	Invesco QQQ ETF	Nasdaq-100	58	14.23%	452.80B	Mar 1999	EPDPX vs QQQ
EUDV.L	SPDR® S&P Euro Dividend Aristocrats UCITS ETF	Europe Equities	62	11.53%	1.52B	Feb 2012	EPDPX vs EUDV.L
IDV	iShares International Select Dividend ETF	Global Equities, Dividend	91	15.90%	8.45B	Jun 2007	EPDPX vs IDV
VWEHX	Vanguard High-Yield Corporate Fund Investor Shares	High Yield Bonds	53	0.58%	25.80B	Dec 1978	EPDPX vs VWEHX
WBIGX	William Blair International Growth Fund	Foreign Large Cap Equities	29	10.54%	—	Sep 1992	EPDPX vs WBIGX
GSPAX	Goldman Sachs U.S. Equity Dividend and Premium Fun...	Dividend	76	10.87%	—	Aug 2010	EPDPX vs GSPAX
AWPAX	AB Sustainable International Thematic Fund	Foreign Large Cap Equities	9	2.71%	—	Jun 1994	EPDPX vs AWPAX
FADIX	Fidelity Advisor Diversified International Fund Cl...	Foreign Large Cap Equities	37	11.59%	—	Dec 1998	EPDPX vs FADIX
AIONX	AQR International Momentum Style Fund Class N	Foreign Large Cap Equities	—	—	—	Jul 2009	EPDPX vs AIONX
MXINX	Great-West International Index Fund	Foreign Large Cap Equities	61	11.87%	—	Jan 2011	EPDPX vs MXINX
AMINX	Amana Income Fund Institutional Class	Dividend	54	12.96%	—	Sep 2013	EPDPX vs AMINX
TPIAX	Timothy Plan International Fund	Foreign Large Cap Equities	53	11.92%	—	May 2007	EPDPX vs TPIAX
APHIX	Artisan International Fund Institutional Class	Foreign Large Cap Equities	54	15.47%	—	Jul 1997	EPDPX vs APHIX
FACNX	Fidelity Advisor Canada Fund Class A	Foreign Large Cap Equities	53	9.09%	—	May 2007	EPDPX vs FACNX

Compare EPDPX with Any Fund or Stock

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

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Diversifiers

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

EuroPac International Dividend Income Fund Class A (EPDPX) Alternatives