EuroPac International Value Fund (EPIVX) 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 EPIVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EPIVX
EPIVX charges 1.75% annually. There are 423 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 | EPIVX vs FSGEX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | EPIVX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | EPIVX vs FHLFX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | EPIVX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | EPIVX vs FSOSX |
Best Risk-Adjusted Alternatives to EPIVX
EPIVX has a PortfoliosLab risk / return rank of 41. There are 295 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 | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 97 | — | Jul 1998 | EPIVX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | EPIVX vs SAHMX | |
| PIMCO RAE PLUS International Fund | 95 | — | Sep 2011 | EPIVX vs PTSIX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | EPIVX vs VIHAX | |
| DFA International Value III Portfolio | 94 | — | Feb 1995 | EPIVX vs DFVIX |
Top Performing EPIVX Alternatives (YTD)
EPIVX is at 2.06% YTD. There are 416 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 | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 23.03% | — | Dec 2004 | EPIVX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 22.05% | — | Jul 1998 | EPIVX vs GTMIX | |
| Touchstone International Equity Fund | 21.39% | — | Mar 1993 | EPIVX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 21.36% | — | Jun 2006 | EPIVX vs GIOTX | |
| Fidelity SAI International SMA Completion Fund | 20.57% | — | Apr 2019 | EPIVX vs FISZX |
Lowest Volatility Alternatives to EPIVX
EPIVX has 17.33% 1-year volatility. There are 313 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 | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class A | 7.67% | — | Sep 1996 | EPIVX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 7.67% | — | Nov 1997 | EPIVX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 7.68% | — | Feb 2017 | EPIVX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 7.69% | — | Apr 1990 | EPIVX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 7.69% | — | Jul 1995 | EPIVX vs FAOIX |
Lowest Drawdown Alternatives to EPIVX
EPIVX has a 1-year max drawdown of -15.00%. There are 409 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 | EPIVX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | EPIVX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | EPIVX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | EPIVX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | EPIVX vs FAERX |
Other Mutual Funds from Euro Pacific
The 6 most viewed Euro Pacific mutual funds shown here include EPGFX, EPDIX, EPDPX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| EuroPac Gold Fund | Gold, Precious Metals | 32 | -6.94% | — | Jul 2013 | EPIVX vs EPGFX | |
| EuroPac International Dividend Income Fund | Foreign Large Cap Equities | 87 | 9.59% | — | Jan 2014 | EPIVX vs EPDIX | |
| EuroPac International Dividend Income Fund Class A | Foreign Large Cap Equities, Dividend | 86 | 9.36% | — | Jan 2014 | EPIVX vs EPDPX | |
| EP Emerging Markets Small Companies Fund | Emerging Markets Equities | 22 | 2.82% | — | Nov 2010 | EPIVX vs EPASX | |
| EuroPac International Bond Fund | Global Bonds | 21 | 0.30% | — | Nov 2010 | EPIVX vs EPIBX | |
| EuroPac International Value Fund Class I | Foreign Large Cap Equities | 37 | 2.18% | — | Apr 2010 | EPIVX vs EPVIX |
Often Compared With EPIVX
Investors most often compare EPIVX with EACPX, VYMI, NEM. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare EPIVX with Any Fund or Stock
Compare EPIVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EPIVX with funds that move differently
EuroPac International Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EPIVX.
Explore EPIVX Diversifiers