EuroPac International Value Fund Class I (EPVIX) 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 EPVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EPVIX
EPVIX charges 1.48% annually. There are 410 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 International Index Fund | 0.01% | — | Aug 2018 | EPVIX vs FHLFX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | EPVIX vs FIGSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | EPVIX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | EPVIX vs FSOSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | EPVIX vs FSGEX |
Best Risk-Adjusted Alternatives to EPVIX
EPVIX has a PortfoliosLab risk / return rank of 37. There are 315 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 | EPVIX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | EPVIX vs SAHMX | |
| PIMCO RAE PLUS International Fund | 95 | — | Sep 2011 | EPVIX vs PTSIX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | EPVIX vs VIHAX | |
| DFA International Value III Portfolio | 94 | — | Feb 1995 | EPVIX vs DFVIX |
Top Performing EPVIX Alternatives (YTD)
EPVIX is at 2.18% YTD. There are 415 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 | EPVIX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 22.05% | — | Jul 1998 | EPVIX vs GTMIX | |
| Touchstone International Equity Fund | 21.39% | — | Mar 1993 | EPVIX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 21.36% | — | Jun 2006 | EPVIX vs GIOTX | |
| Fidelity SAI International SMA Completion Fund | 20.57% | — | Apr 2019 | EPVIX vs FISZX |
Lowest Volatility Alternatives to EPVIX
EPVIX has 17.32% 1-year volatility. There are 312 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 C | 7.67% | — | Nov 1997 | EPVIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class A | 7.67% | — | Sep 1996 | EPVIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class Z | 7.68% | — | Feb 2017 | EPVIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 7.69% | — | Apr 1990 | EPVIX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 7.69% | — | Jul 1995 | EPVIX vs FAOIX |
Lowest Drawdown Alternatives to EPVIX
EPVIX has a 1-year max drawdown of -14.89%. There are 407 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 | EPVIX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | EPVIX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | EPVIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | EPVIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | EPVIX vs FAOAX |
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 | EPVIX vs EPGFX | |
| EuroPac International Dividend Income Fund | Foreign Large Cap Equities | 87 | 9.59% | — | Jan 2014 | EPVIX vs EPDIX | |
| EuroPac International Dividend Income Fund Class A | Foreign Large Cap Equities, Dividend | 86 | 9.36% | — | Jan 2014 | EPVIX vs EPDPX | |
| EuroPac International Value Fund | Foreign Large Cap Equities | 41 | 2.06% | — | Apr 2010 | EPVIX vs EPIVX | |
| EP Emerging Markets Small Companies Fund | Emerging Markets Equities | 22 | 2.82% | — | Nov 2010 | EPVIX vs EPASX | |
| EuroPac International Bond Fund | Global Bonds | 21 | 0.30% | — | Nov 2010 | EPVIX vs EPIBX |
Often Compared With EPVIX
Investors most often compare EPVIX with IDE, GSINX, CIGIX. These 19 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare EPVIX with Any Fund or Stock
Compare EPVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EPVIX with funds that move differently
EuroPac International Value Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EPVIX.
Explore EPVIX Diversifiers