Federated Hermes International Dividend Strategy Portfolio (FIDPX) 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 FIDPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIDPX
FIDPX charges 0.00% annually. No mutual funds in the Foreign Large Cap Equities category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | FIDPX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | FIDPX vs FSOSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | FIDPX vs FHLFX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | FIDPX vs FINVX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | FIDPX vs FIGSX |
Best Risk-Adjusted Alternatives to FIDPX
FIDPX has a PortfoliosLab risk / return rank of 12. There are 378 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Touchstone International Equity Fund | 94 | — | Mar 1993 | FIDPX vs SWRLX | |
| American Beacon Tocqueville International Value Fu... | 94 | — | Aug 1994 | FIDPX vs TIVFX | |
| Dunham International Stock Fund | 92 | — | Dec 2004 | FIDPX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 91 | — | Jul 1998 | FIDPX vs GTMIX | |
| Thornburg Global Opportunities Fund | 91 | — | Jul 2006 | FIDPX vs THOIX |
Top Performing FIDPX Alternatives (YTD)
FIDPX is at 2.74% YTD. There are 391 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 40.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 40.47% | — | Aug 1994 | FIDPX vs TIVFX | |
| Calamos International Growth Fund | 38.33% | — | Mar 2005 | FIDPX vs CIGIX | |
| John Hancock International Dynamic Growth Fund | 33.48% | — | May 2019 | FIDPX vs JIJIX | |
| Lord Abbett International Growth Fund | 33.43% | — | Jun 2021 | FIDPX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 32.58% | — | Apr 2019 | FIDPX vs FISZX |
Lowest Volatility Alternatives to FIDPX
FIDPX has 12.58% 1-year volatility. There are 26 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 | FIDPX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.76% | — | Sep 1996 | FIDPX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 8.76% | — | Nov 1997 | FIDPX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class M | 8.78% | — | Apr 1990 | FIDPX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 8.78% | — | Jul 1995 | FIDPX vs FAOIX |
Lowest Drawdown Alternatives to FIDPX
FIDPX has a 1-year max drawdown of -10.25%. There are 54 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 | FIDPX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | FIDPX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | FIDPX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | FIDPX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | FIDPX vs FAOAX |
Other Mutual Funds from Federated
The 10 most viewed Federated mutual funds shown here include SVAIX, QILGX, QAMNX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund | Large Cap Value Equities | 80 | 9.26% | — | Mar 2005 | FIDPX vs SVAIX | |
| Federated Hermes MDT Large Cap Growth Fund | Large Cap Growth Equities | 21 | 4.35% | — | Sep 2005 | FIDPX vs QILGX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 7 | -1.17% | — | Sep 2008 | FIDPX vs QAMNX | |
| Federated Hermes Kaufmann Fd | Mid Cap Growth Equities | 17 | 10.68% | — | Feb 1986 | FIDPX vs KAUFX | |
| Federated Hermes MDT All Cap Core Fund | Large Cap Blend Equities | 46 | 5.68% | — | Oct 2002 | FIDPX vs QIACX | |
| Federated Hermes MDT Mid Cap Growth Fund | Mid Cap Growth Equities | 4 | 0.10% | — | Aug 1984 | FIDPX vs FGSAX | |
| Federated Hermes High-Yield Strategy Portfolio | High Yield Bonds | 67 | 1.19% | — | Dec 2008 | FIDPX vs FHYSX | |
| Federated Hermes Prudent Bear Fd | Inverse Equities | 0 | -7.65% | — | Dec 1995 | FIDPX vs BEARX | |
| Federated Hermes Institutional High Yield Bond Fun... | High Yield Bonds | 61 | 1.04% | — | Nov 2002 | FIDPX vs FIHBX | |
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 52 | 1.34% | — | Aug 1984 | FIDPX vs FHYTX |
Often Compared With FIDPX
Investors most often compare FIDPX with SPY, FTBFX, FOCPX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare FIDPX with Any Fund or Stock
Compare FIDPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIDPX with funds that move differently
Federated Hermes International Dividend Strategy Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIDPX.
Explore FIDPX Diversifiers