EuroPac International Value Fund (EPIVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to EPIVX
EPIVX charges 1.75% annually. Among mutual funds in the Foreign Large Cap Equities category, these options have the lowest expense ratios among EPIVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | Sep 29, 2009 | EPIVX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | Dec 3, 2009 | EPIVX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | Jun 21, 2019 | EPIVX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | Dec 3, 2009 | EPIVX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | Aug 17, 2018 | EPIVX vs FHLFX |
Best Risk-Adjusted Alternatives to EPIVX
Among mutual funds in the Foreign Large Cap Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Kopernik International Fund | 98 | Jun 29, 2015 | EPIVX vs KGIIX | |
| EuroPac International Dividend Income Fund | 97 | Jan 9, 2014 | EPIVX vs EPDIX | |
| EuroPac International Dividend Income Fund Class A | 97 | Jan 10, 2014 | EPIVX vs EPDPX | |
| American Beacon Tocqueville International Value Fu... | 96 | Aug 1, 1994 | EPIVX vs TIVFX | |
| GMO Tax-Managed International Equities Fund | 95 | Jul 28, 1998 | EPIVX vs GTMIX |
Top Performing EPIVX Alternatives (YTD)
EPIVX alternatives from the Foreign Large Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 10.36% | Aug 1, 1994 | EPIVX vs TIVFX | |
| PIMCO RAE International Fund | 8.42% | Jun 4, 2015 | EPIVX vs PPYPX | |
| PIMCO RAE Global ex-US Fund | 7.89% | Jun 4, 2015 | EPIVX vs PZRIX | |
| PIMCO RAE PLUS International Fund | 7.77% | Sep 29, 2011 | EPIVX vs PTSIX | |
| Kopernik International Fund | 5.93% | Jun 29, 2015 | EPIVX vs KGIIX |
Lowest Volatility Alternatives to EPIVX
EPIVX alternatives from the Foreign Large Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tweedy, Browne International Value Fund | 12.26% | Jun 14, 1993 | EPIVX vs TBGVX | |
| Fidelity SAI International Low Volatility Index Fu... | 12.28% | May 29, 2015 | EPIVX vs FSKLX | |
| GQG Partners International Quality Dividend Income... | 12.39% | Jun 29, 2021 | EPIVX vs GQJPX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.47% | Dec 15, 2016 | EPIVX vs GSIMX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.48% | Dec 14, 2016 | EPIVX vs GSINX |
Lowest Drawdown Alternatives to EPIVX
EPIVX alternatives from the Foreign Large Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Federated Hermes International Strategic Value Div... | -8.47% | Jun 3, 2008 | EPIVX vs IVFIX | |
| SEI Institutional Managed Trust Tax-Managed Intern... | -8.55% | Oct 16, 2016 | EPIVX vs SIMYX | |
| Fidelity SAI International Low Volatility Index Fu... | -8.64% | May 29, 2015 | EPIVX vs FSKLX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.74% | Dec 14, 2016 | EPIVX vs GSINX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.75% | Dec 15, 2016 | EPIVX vs GSIMX |
Other Mutual Funds from Euro Pacific Asset Management
Most popular Euro Pacific Asset Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| EuroPac Gold Fund | Precious Metals | 90 | -1.16% | Jul 18, 2013 | EPIVX vs EPGFX | |
| EP Emerging Markets Small Companies Fund | Emerging Markets Diversified | 79 | 0.17% | Nov 30, 2010 | EPIVX vs EPASX | |
| EuroPac International Bond Fund | Global Bonds | 60 | -2.24% | Nov 14, 2010 | EPIVX vs EPIBX |
Often Compared With EPIVX
What investors most often compare with EPIVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Eaton Vance Tax Managed Multi Cap Growth Fund | Large Cap Growth Equities | 7 | -14.19% | Jun 30, 2000 | EPIVX vs EACPX | |
| Vanguard International High Dividend Yield ETF | Dividend, Foreign Large Cap Equities | 93 | 5.51% | Feb 25, 2016 | EPIVX vs VYMI | |
| Newmont Goldcorp Corporation | 93 | 8.63% | — | EPIVX vs NEM | ||
| Gold.com, Inc | — | 18.11% | — | EPIVX vs GOLD | ||
| Fidelity International Capital Appreciation Fund | Foreign Large Cap Equities | — | — | Nov 1, 1994 | EPIVX vs FIVFX | |
| Artisan International Fund Institutional Class | Foreign Large Cap Equities | 89 | 3.79% | Jul 1, 1997 | EPIVX vs APHIX | |
| Berkshire Hathaway Inc. | 20 | -4.67% | — | EPIVX vs BRK-B | ||
| Touchstone International Equity Fund | Foreign Large Cap Equities | 94 | 2.74% | Mar 1, 1993 | EPIVX vs SWRLX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | EPIVX vs VOO | |
| AQR International Defensive Style Fund | Foreign Large Cap Equities | 53 | -0.25% | Jul 9, 2012 | EPIVX vs ANDIX |
Compare EPIVX with Any Fund or Stock
Compare EPIVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.