Homestead International Equity Fund (HISIX) 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 HISIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HISIX
HISIX charges 1.00% annually. There are 275 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 Growth Fund | 0.01% | — | Dec 2009 | HISIX vs FIGSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | HISIX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | HISIX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | HISIX vs FSOSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | HISIX vs FHLFX |
Best Risk-Adjusted Alternatives to HISIX
HISIX has a PortfoliosLab risk / return rank of 40. There are 177 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 92 | — | Jul 1998 | HISIX vs GTMIX | |
| Touchstone International Equity Fund | 92 | — | Mar 1993 | HISIX vs SWRLX | |
| SA International Value Fund | 89 | — | Aug 1999 | HISIX vs SAHMX | |
| Dunham International Stock Fund | 88 | — | Dec 2004 | HISIX vs DCINX | |
| GMO International Developed Equity Allocation Fund | 87 | — | Jun 2006 | HISIX vs GIOTX |
Top Performing HISIX Alternatives (YTD)
HISIX is at 14.18% YTD. There are 52 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 28.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 28.55% | — | Aug 1994 | HISIX vs TIVFX | |
| Fidelity SAI International SMA Completion Fund | 26.94% | — | Apr 2019 | HISIX vs FISZX | |
| Calamos International Growth Fund | 25.57% | — | Mar 2005 | HISIX vs CIGIX | |
| Lord Abbett International Growth Fund | 24.40% | — | Jun 2021 | HISIX vs LIAGX | |
| Dunham International Stock Fund | 23.49% | — | Dec 2004 | HISIX vs DCINX |
Lowest Volatility Alternatives to HISIX
HISIX has 15.90% 1-year volatility. There are 224 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 8.34% | — | Nov 1997 | HISIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 8.34% | — | Feb 2017 | HISIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.35% | — | Sep 1996 | HISIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class I | 8.36% | — | Jul 1995 | HISIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.37% | — | Apr 1990 | HISIX vs FAERX |
Lowest Drawdown Alternatives to HISIX
HISIX has a 1-year max drawdown of -11.16%. There are 113 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 | HISIX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | HISIX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | HISIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | HISIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | HISIX vs FAERX |
Other Mutual Funds from Homestead
The 7 most viewed Homestead mutual funds shown here include HOVLX, HSTIX, HNASX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Homestead Funds Value Fund | Large Cap Value Equities | 49 | 10.68% | — | Nov 1990 | HISIX vs HOVLX | |
| Homestead Stock Index Fund | Large Cap Blend Equities | 61 | 11.08% | — | Oct 1999 | HISIX vs HSTIX | |
| Homestead Growth Fund | Large Cap Growth Equities | 12 | 3.90% | — | Jan 2001 | HISIX vs HNASX | |
| Homestead Small Company Stock Fund | Small Cap Blend Equities | 16 | 10.14% | — | Mar 1998 | HISIX vs HSCSX | |
| Homestead Intermediate Bond Fund | Intermediate Core Bond | 16 | -0.14% | — | May 2019 | HISIX vs HOIBX | |
| Homestead Funds Short-Term Government Securities F... | Government Bonds | 29 | 0.02% | — | Apr 1995 | HISIX vs HOSGX | |
| Homestead Funds Short Term Bond Fund | Short-Term Bond | 38 | 0.25% | — | Nov 1991 | HISIX vs HOSBX |
Often Compared With HISIX
Investors most often compare HISIX with VOO, ANDIX, FTCNX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare HISIX with Any Fund or Stock
Compare HISIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HISIX with funds that move differently
Homestead International Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HISIX.
Explore HISIX Diversifiers