Invesco EQV European Small Company Fund (ESMAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ESMAX
ESMAX charges 1.48% annually. Among mutual funds in the Europe Equities category, these options have the lowest expense ratios among ESMAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard European Stock Index Fund Institutional P... | 0.07% | Dec 5, 2014 | ESMAX vs VEUPX | |
| Vanguard European Stock Index Fund Institutional S... | 0.08% | May 15, 2000 | ESMAX vs VESIX | |
| Vanguard European Stock Index Fund Admiral Shares | 0.10% | Aug 13, 2001 | ESMAX vs VEUSX | |
| Six Circles Managed Equity Portfolio International... | 0.13% | Apr 9, 2019 | ESMAX vs CMIUX | |
| Vanguard European Stock Index Fund | 0.25% | Jun 17, 1990 | ESMAX vs VEURX |
Best Risk-Adjusted Alternatives to ESMAX
Among mutual funds in the Europe 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 | |
|---|---|---|---|---|
| ProFunds Europe 30 Fund | 84 | Mar 14, 1999 | ESMAX vs UEPIX | |
| DoubleLine Shiller Enhanced International CAPE | 82 | Dec 22, 2016 | ESMAX vs DSEUX | |
| Brown Advisory - WMC Strategic European Equity Fun... | 67 | Oct 20, 2013 | ESMAX vs BIAHX | |
| Six Circles Managed Equity Portfolio International... | 66 | Apr 9, 2019 | ESMAX vs CMIUX | |
| Invesco EQV European Equity Fund | 61 | Nov 2, 1997 | ESMAX vs AEDAX |
Top Performing ESMAX Alternatives (YTD)
ESMAX alternatives from the Europe Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| DoubleLine Shiller Enhanced International CAPE | 6.56% | Dec 22, 2016 | ESMAX vs DSEUX | |
| ProFunds Europe 30 Fund | 5.46% | Mar 14, 1999 | ESMAX vs UEPIX | |
| The Central and Eastern Europe Fund | 3.39% | Mar 6, 1990 | ESMAX vs CEE | |
| Invesco EQV European Equity Fund | 0.69% | Nov 2, 1997 | ESMAX vs AEDAX | |
| Six Circles Managed Equity Portfolio International... | -2.21% | Apr 9, 2019 | ESMAX vs CMIUX |
Lowest Volatility Alternatives to ESMAX
ESMAX alternatives from the Europe Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Brown Advisory - WMC Strategic European Equity Fun... | 14.98% | Oct 20, 2013 | ESMAX vs BIAHX | |
| DFA Continental Small Company Portfolio | 15.62% | Apr 14, 1988 | ESMAX vs DFCSX | |
| Invesco EQV European Equity Fund | 16.41% | Nov 2, 1997 | ESMAX vs AEDAX | |
| T. Rowe Price European Stock Fund | 16.63% | Feb 27, 1990 | ESMAX vs PRESX | |
| Vanguard European Stock Index Fund | 16.70% | Jun 17, 1990 | ESMAX vs VEURX |
Lowest Drawdown Alternatives to ESMAX
ESMAX alternatives from the Europe Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Invesco EQV European Equity Fund | -10.59% | Nov 2, 1997 | ESMAX vs AEDAX | |
| Six Circles Managed Equity Portfolio International... | -11.76% | Apr 9, 2019 | ESMAX vs CMIUX | |
| DFA Continental Small Company Portfolio | -11.82% | Apr 14, 1988 | ESMAX vs DFCSX | |
| Vanguard European Stock Index Fund Institutional S... | -11.96% | May 15, 2000 | ESMAX vs VESIX | |
| Vanguard European Stock Index Fund Institutional P... | -11.96% | Dec 5, 2014 | ESMAX vs VEUPX |
Other Mutual Funds from Invesco
Most popular Invesco mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 48 | -8.99% | Oct 13, 2020 | ESMAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 28 | -1.47% | — | ESMAX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | -13.54% | Jun 23, 2005 | ESMAX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 92 | 0.44% | Jul 18, 1983 | ESMAX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 36 | -2.22% | Oct 7, 1968 | ESMAX vs ACSTX | |
| Invesco Global Fund | Global Equities | 9 | -13.35% | Dec 21, 1969 | ESMAX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 20 | -9.61% | Feb 3, 1988 | ESMAX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 56 | -1.20% | Aug 2, 1960 | ESMAX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 29 | -1.41% | Jul 28, 1997 | ESMAX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 76 | 3.20% | Jun 25, 2001 | ESMAX vs VVOAX |
Often Compared With ESMAX
What investors most often compare with ESMAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ClearBridge Small Cap Growth Fund | Small Cap Growth Equities | 18 | -5.57% | Jul 1, 1998 | ESMAX vs SASMX | |
| Vanguard FTSE All-World ex-US ETF | Foreign Large Cap Equities | 85 | 2.25% | Mar 2, 2007 | ESMAX vs VEU | |
| Fidelity Europe Fund | Europe Equities | 43 | -6.11% | Oct 1, 1986 | ESMAX vs FIEUX | |
| JPMorgan Europe Dynamic Fund | Europe Equities | 58 | -3.96% | Nov 1, 1995 | ESMAX vs VEUAX | |
| BlackRock EuroFund Fund | Europe Equities | 7 | -10.68% | Oct 25, 1988 | ESMAX vs MAEFX | |
| Morgan Stanley Europe Opportunity Fund Inc. | Europe Equities | 2 | -15.38% | Jul 27, 1997 | ESMAX vs EUGDX | |
| Janus Henderson European Focus Fund | Europe Equities | 32 | -9.25% | Aug 30, 2001 | ESMAX vs HFEAX |
Compare ESMAX with Any Fund or Stock
Compare ESMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.