Invesco EQV European Small Company Fund (ESMAX) belongs to the Europe Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ESMAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ESMAX
ESMAX charges 1.48% annually. There are 22 mutual funds in the Europe Equities category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard European Stock Index Fund Institutional P... | 0.07% | — | Dec 2014 | ESMAX vs VEUPX | |
| Vanguard European Stock Index Fund Institutional S... | 0.08% | — | May 2000 | ESMAX vs VESIX | |
| Vanguard European Stock Index Fund Admiral Shares | 0.10% | 38.10B | Aug 2001 | ESMAX vs VEUSX | |
| Six Circles Managed Equity Portfolio International... | 0.13% | — | Apr 2019 | ESMAX vs CMIUX | |
| Vanguard European Stock Index Fund | 0.25% | — | Jun 1990 | ESMAX vs VEURX |
Best Risk-Adjusted Alternatives to ESMAX
ESMAX has a PortfoliosLab risk / return rank of 14. There are 20 mutual funds in the Europe Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ProFunds Europe 30 Fund | 88 | — | Mar 1999 | ESMAX vs UEPIX | |
| DoubleLine Shiller Enhanced International CAPE | 64 | — | Dec 2016 | ESMAX vs DSEUX | |
| The Central and Eastern Europe Fund | 47 | — | Mar 1990 | ESMAX vs CEE | |
| Invesco EQV European Equity Fund | 44 | — | Nov 1997 | ESMAX vs AEDAX | |
| Six Circles Managed Equity Portfolio International... | 30 | — | Apr 2019 | ESMAX vs CMIUX |
Top Performing ESMAX Alternatives (YTD)
ESMAX is at 16.83% YTD. There are 2 mutual funds in the Europe Equities category with higher YTD returns, going as high as 20.10%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ProFunds Europe 30 Fund | 20.10% | — | Mar 1999 | ESMAX vs UEPIX | |
| The Central and Eastern Europe Fund | 17.29% | — | Mar 1990 | ESMAX vs CEE | |
| Invesco EQV European Equity Fund | 15.13% | — | Nov 1997 | ESMAX vs AEDAX | |
| DoubleLine Shiller Enhanced International CAPE | 10.72% | — | Dec 2016 | ESMAX vs DSEUX | |
| BlackRock EuroFund Fund | 8.92% | — | Oct 1988 | ESMAX vs MAEFX |
Lowest Volatility Alternatives to ESMAX
ESMAX has 18.35% 1-year volatility. There are 22 mutual funds in the Europe Equities category with lower 1-year volatility, going as low as 13.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DoubleLine Shiller Enhanced International CAPE | 13.53% | — | Dec 2016 | ESMAX vs DSEUX | |
| Brown Advisory - WMC Strategic European Equity Fun... | 14.02% | — | Oct 2013 | ESMAX vs BIAHX | |
| Franklin Mutual European Fund | 14.20% | — | Jul 1996 | ESMAX vs MEURX | |
| DFA Continental Small Company Portfolio | 14.72% | — | Apr 1988 | ESMAX vs DFCSX | |
| ProFunds Europe 30 Fund | 15.15% | — | Mar 1999 | ESMAX vs UEPIX |
Lowest Drawdown Alternatives to ESMAX
ESMAX has a 1-year max drawdown of -12.45%. There are 15 mutual funds in the Europe Equities category with shallower 1-year drawdowns, going as shallow as -6.74%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ProFunds Europe 30 Fund | -6.74% | — | Mar 1999 | ESMAX vs UEPIX | |
| DoubleLine Shiller Enhanced International CAPE | -7.31% | — | Dec 2016 | ESMAX vs DSEUX | |
| Invesco EQV European Equity Fund | -10.59% | — | Nov 1997 | ESMAX vs AEDAX | |
| Franklin Mutual European Fund | -11.16% | — | Jul 1996 | ESMAX vs MEURX | |
| Six Circles Managed Equity Portfolio International... | -11.76% | — | Apr 2019 | ESMAX vs CMIUX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 53 | 16.42% | — | Oct 2020 | ESMAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 38 | 9.74% | — | — | ESMAX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 19 | -7.40% | — | Jul 1983 | ESMAX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 11 | 5.79% | — | Jun 2005 | ESMAX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 76 | 20.59% | — | Jun 2001 | ESMAX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 58 | 9.98% | — | Oct 1968 | ESMAX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 83 | 28.92% | — | Jun 1999 | ESMAX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 29 | 3.87% | — | Feb 1988 | ESMAX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 57 | 6.11% | — | Aug 1960 | ESMAX vs ACEIX | |
| Invesco Global Fund | Global Equities | 17 | 5.85% | — | Dec 1969 | ESMAX vs OPPAX |
Often Compared With ESMAX
Investors most often compare ESMAX with SASMX, PRESX, VEU. These 16 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare ESMAX with Any Fund or Stock
Compare ESMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ESMAX with funds that move differently
Invesco EQV European Small Company Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ESMAX.
Explore ESMAX Diversifiers