EPIVX Alternatives & Similar Mutual Funds

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

Best Risk-Adjusted Alternatives to EPIVX

EPIVX has a PortfoliosLab risk / return rank of 14. There are 363 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 93.

Symbol	Name	Risk / Return Rank	AUM	Inception
TIVFX	American Beacon Tocqueville International Value Fu...	93	—	Aug 1994	EPIVX vs TIVFX
SWRLX	Touchstone International Equity Fund	93	—	Mar 1993	EPIVX vs SWRLX
GTMIX	GMO Tax-Managed International Equities Fund	91	—	Jul 1998	EPIVX vs GTMIX
THOIX	Thornburg Global Opportunities Fund	91	—	Jul 2006	EPIVX vs THOIX
DCINX	Dunham International Stock Fund	90	—	Dec 2004	EPIVX vs DCINX

Top Performing EPIVX Alternatives (YTD)

EPIVX is at -3.11% YTD. There are 423 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 38.55%.

Symbol	Name	YTD Return	AUM	Inception
TIVFX	American Beacon Tocqueville International Value Fu...	38.55%	—	Aug 1994	EPIVX vs TIVFX
CIGIX	Calamos International Growth Fund	35.71%	—	Mar 2005	EPIVX vs CIGIX
LIAGX	Lord Abbett International Growth Fund	31.62%	—	Jun 2021	EPIVX vs LIAGX
FISZX	Fidelity SAI International SMA Completion Fund	31.45%	—	Apr 2019	EPIVX vs FISZX
JIJIX	John Hancock International Dynamic Growth Fund	30.75%	—	May 2019	EPIVX vs JIJIX

Lowest Volatility Alternatives to EPIVX

EPIVX has 17.01% 1-year volatility. There are 326 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
FAOSX	Fidelity Advisor Overseas Fund Class Z	8.76%	—	Feb 2017	EPIVX vs FAOSX
FAOCX	Fidelity Advisor Overseas Fund Class C	8.76%	—	Nov 1997	EPIVX vs FAOCX
FAOAX	Fidelity Advisor Overseas Fund Class A	8.76%	—	Sep 1996	EPIVX vs FAOAX
FAERX	Fidelity Advisor Overseas Fund Class M	8.78%	—	Apr 1990	EPIVX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	8.78%	—	Jul 1995	EPIVX vs FAOIX

Lowest Drawdown Alternatives to EPIVX

EPIVX has a 1-year max drawdown of -13.92%. There are 372 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	EPIVX vs RWIIX
IVFIX	Federated Hermes International Strategic Value Div...	-6.97%	—	Jun 2008	EPIVX vs IVFIX
FAOSX	Fidelity Advisor Overseas Fund Class Z	-7.26%	—	Feb 2017	EPIVX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	-7.28%	—	Jul 1995	EPIVX vs FAOIX
FAERX	Fidelity Advisor Overseas Fund Class M	-7.29%	—	Apr 1990	EPIVX vs FAERX

Other Mutual Funds from Euro Pacific Asset Management

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EPGFX	EuroPac Gold Fund	Gold, Precious Metals	23	-0.25%	—	Jul 2013	EPIVX vs EPGFX
EPDIX	EuroPac International Dividend Income Fund	Foreign Large Cap Equities	75	8.59%	—	Jan 2014	EPIVX vs EPDIX
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	74	8.44%	—	Jan 2014	EPIVX vs EPDPX
EPASX	EP Emerging Markets Small Companies Fund	Emerging Markets Diversified	21	3.67%	—	Nov 2010	EPIVX vs EPASX
EPIBX	EuroPac International Bond Fund	Global Bonds	8	-0.34%	—	Nov 2010	EPIVX vs EPIBX

Often Compared With EPIVX

Investors most often compare EPIVX with EACPX, VYMI, NEM. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EACPX	Eaton Vance Tax Managed Multi Cap Growth Fund	Large Cap Growth Equities	10	0.81%	—	Jun 2000	EPIVX vs EACPX
VYMI	Vanguard International High Dividend Yield ETF	Dividend, Foreign Large Cap Equities	76	12.76%	20.50B	Feb 2016	EPIVX vs VYMI
NEM	Newmont Corporation		80	2.40%	—	—	EPIVX vs NEM
GOLD	Barrick Mining Corporation		—	23.83%	—	—	EPIVX vs GOLD
FIVFX	Fidelity International Capital Appreciation Fund	Foreign Large Cap Equities	—	—	—	Nov 1994	EPIVX vs FIVFX
VOO	Vanguard S&P 500 ETF	S&P 500	68	9.75%	1.70T	Sep 2010	EPIVX vs VOO
APHIX	Artisan International Fund Institutional Class	Foreign Large Cap Equities	46	14.80%	—	Jul 1997	EPIVX vs APHIX
BRK-B	Berkshire Hathaway Inc.		40	-2.78%	—	—	EPIVX vs BRK-B
FSKLX	Fidelity SAI International Low Volatility Index Fu...	Foreign Large Cap Equities	13	3.88%	—	May 2015	EPIVX vs FSKLX
GQJPX	GQG Partners International Quality Dividend Income...	Foreign Large Cap Equities	19	3.92%	—	Jun 2021	EPIVX vs GQJPX
PPYPX	PIMCO RAE International Fund	Foreign Large Cap Equities	50	10.10%	—	Jun 2015	EPIVX vs PPYPX
PTSIX	PIMCO RAE PLUS International Fund	Foreign Large Cap Equities	75	11.46%	—	Sep 2011	EPIVX vs PTSIX
SIMYX	SEI Institutional Managed Trust Tax-Managed Intern...	Foreign Large Cap Equities	34	6.48%	—	Oct 2016	EPIVX vs SIMYX
GSIMX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	15	3.43%	—	Dec 2016	EPIVX vs GSIMX
ANDIX	AQR International Defensive Style Fund	Foreign Large Cap Equities	—	—	—	Jul 2012	EPIVX vs ANDIX
KGIIX	Kopernik International Fund	Foreign Large Cap Equities	54	5.23%	—	Jun 2015	EPIVX vs KGIIX
TBGVX	Tweedy, Browne International Value Fund	Foreign Large Cap Equities	45	10.47%	—	Jun 1993	EPIVX vs TBGVX
PZRIX	PIMCO RAE Global ex-US Fund	Foreign Large Cap Equities	72	10.28%	—	Jun 2015	EPIVX vs PZRIX
HFQAX	Janus Henderson Global Equity Income Fund	Foreign Large Cap Equities	63	13.36%	—	Nov 2006	EPIVX vs HFQAX
AVLV	Avantis U.S. Large Cap Value ETF	Large Cap Value Equities	93	21.82%	12.01B	Sep 2021	EPIVX vs AVLV

Compare EPIVX with Any Fund or Stock

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

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Diversifiers

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

EuroPac International Value Fund (EPIVX) Alternatives