Homestead International Equity Fund (HISIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HISIX
HISIX charges 1.00% annually. Among mutual funds in the Foreign Large Cap Equities category, these options have the lowest expense ratios among HISIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | Sep 29, 2009 | HISIX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | Dec 3, 2009 | HISIX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | Jun 21, 2019 | HISIX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | Dec 3, 2009 | HISIX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | Aug 17, 2018 | HISIX vs FHLFX |
Best Risk-Adjusted Alternatives to HISIX
Among mutual funds in the Foreign Large Cap 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 | |
|---|---|---|---|---|
| Kopernik International Fund | 98 | Jun 29, 2015 | HISIX vs KGIIX | |
| EuroPac International Dividend Income Fund | 97 | Jan 9, 2014 | HISIX vs EPDIX | |
| EuroPac International Dividend Income Fund Class A | 97 | Jan 10, 2014 | HISIX vs EPDPX | |
| American Beacon Tocqueville International Value Fu... | 96 | Aug 1, 1994 | HISIX vs TIVFX | |
| GMO Tax-Managed International Equities Fund | 95 | Jul 28, 1998 | HISIX vs GTMIX |
Top Performing HISIX Alternatives (YTD)
HISIX alternatives from the Foreign Large Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 10.36% | Aug 1, 1994 | HISIX vs TIVFX | |
| PIMCO RAE International Fund | 8.42% | Jun 4, 2015 | HISIX vs PPYPX | |
| PIMCO RAE Global ex-US Fund | 7.89% | Jun 4, 2015 | HISIX vs PZRIX | |
| PIMCO RAE PLUS International Fund | 7.77% | Sep 29, 2011 | HISIX vs PTSIX | |
| Kopernik International Fund | 5.93% | Jun 29, 2015 | HISIX vs KGIIX |
Lowest Volatility Alternatives to HISIX
HISIX alternatives from the Foreign Large Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tweedy, Browne International Value Fund | 12.26% | Jun 14, 1993 | HISIX vs TBGVX | |
| Fidelity SAI International Low Volatility Index Fu... | 12.28% | May 29, 2015 | HISIX vs FSKLX | |
| GQG Partners International Quality Dividend Income... | 12.39% | Jun 29, 2021 | HISIX vs GQJPX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.47% | Dec 15, 2016 | HISIX vs GSIMX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.48% | Dec 14, 2016 | HISIX vs GSINX |
Lowest Drawdown Alternatives to HISIX
HISIX alternatives from the Foreign Large Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Federated Hermes International Strategic Value Div... | -8.47% | Jun 3, 2008 | HISIX vs IVFIX | |
| SEI Institutional Managed Trust Tax-Managed Intern... | -8.55% | Oct 16, 2016 | HISIX vs SIMYX | |
| Fidelity SAI International Low Volatility Index Fu... | -8.64% | May 29, 2015 | HISIX vs FSKLX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.74% | Dec 14, 2016 | HISIX vs GSINX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.75% | Dec 15, 2016 | HISIX vs GSIMX |
Other Mutual Funds from Homestead
Most popular Homestead mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Homestead Stock Index Fund | Large Cap Blend Equities | 43 | -7.17% | Oct 28, 1999 | HISIX vs HSTIX | |
| Homestead Growth Fund | Large Cap Growth Equities | 13 | -15.41% | Jan 22, 2001 | HISIX vs HNASX | |
| Homestead Funds Value Fund | Large Cap Value Equities | 37 | -1.23% | Nov 19, 1990 | HISIX vs HOVLX | |
| Homestead Small Company Stock Fund | Small Cap Blend Equities | 20 | -2.68% | Mar 4, 1998 | HISIX vs HSCSX | |
| Homestead Funds Short-Term Government Securities F... | Government Bonds | 86 | -0.08% | Apr 30, 1995 | HISIX vs HOSGX | |
| Homestead Funds Short Term Bond Fund | Short-Term Bond | 85 | -0.39% | Nov 5, 1991 | HISIX vs HOSBX | |
| Homestead Intermediate Bond Fund | Intermediate Core Bond | 44 | -0.49% | May 1, 2019 | HISIX vs HOIBX |
Often Compared With HISIX
What investors most often compare with HISIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | HISIX vs VOO | |
| AQR International Defensive Style Fund | Foreign Large Cap Equities | 53 | -0.25% | Jul 9, 2012 | HISIX vs ANDIX | |
| Artisan International Fund Institutional Class | Foreign Large Cap Equities | 89 | 3.79% | Jul 1, 1997 | HISIX vs APHIX |
Compare HISIX with Any Fund or Stock
Compare HISIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.