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 401 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 Value Fund | 0.01% | — | Dec 2009 | EPVIX vs FINVX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | EPVIX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | EPVIX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | EPVIX vs FIGSX |
Best Risk-Adjusted Alternatives to EPVIX
EPVIX has a PortfoliosLab risk / return rank of 14. There are 361 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 | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 93 | — | Aug 1994 | EPVIX vs TIVFX | |
| Touchstone International Equity Fund | 93 | — | Mar 1993 | EPVIX vs SWRLX | |
| GMO Tax-Managed International Equities Fund | 91 | — | Jul 1998 | EPVIX vs GTMIX | |
| Thornburg Global Opportunities Fund | 91 | — | Jul 2006 | EPVIX vs THOIX | |
| Dunham International Stock Fund | 90 | — | Dec 2004 | EPVIX vs DCINX |
Top Performing EPVIX Alternatives (YTD)
EPVIX is at -3.03% YTD. There are 422 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 | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 38.55% | — | Aug 1994 | EPVIX vs TIVFX | |
| Calamos International Growth Fund | 35.71% | — | Mar 2005 | EPVIX vs CIGIX | |
| Lord Abbett International Growth Fund | 31.62% | — | Jun 2021 | EPVIX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 31.45% | — | Apr 2019 | EPVIX vs FISZX | |
| John Hancock International Dynamic Growth Fund | 30.75% | — | May 2019 | EPVIX vs JIJIX |
Lowest Volatility Alternatives to EPVIX
EPVIX 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 | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class Z | 8.76% | — | Feb 2017 | EPVIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class C | 8.76% | — | Nov 1997 | EPVIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class A | 8.76% | — | Sep 1996 | EPVIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class M | 8.78% | — | Apr 1990 | EPVIX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 8.78% | — | Jul 1995 | EPVIX vs FAOIX |
Lowest Drawdown Alternatives to EPVIX
EPVIX has a 1-year max drawdown of -13.93%. There are 373 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 M | -7.29% | — | Apr 1990 | EPVIX vs FAERX |
Often Compared With EPVIX
Investors most often compare EPVIX with GSINX, STEZX, GSIMX. These 17 comparison targets span 5 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