Invesco EQV International Small Company Fund (IEGAX) belongs to the Foreign Small & Mid 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 IEGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IEGAX
IEGAX charges 1.49% annually. There are 81 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | IEGAX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | IEGAX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | IEGAX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 14.30B | Feb 2019 | IEGAX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | — | Aug 2008 | IEGAX vs DFVQX |
Best Risk-Adjusted Alternatives to IEGAX
IEGAX has a PortfoliosLab risk / return rank of 13. There are 70 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 88 | — | Sep 2021 | IEGAX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 88 | — | Aug 2023 | IEGAX vs HRIIX | |
| Virtus International Small-Cap Fund | 87 | — | Dec 1997 | IEGAX vs ALOIX | |
| Avantis International Small Cap Value Fund Institu... | 77 | — | Dec 2019 | IEGAX vs AVDVX | |
| Avantis International Small Cap Value Fund Class G | 76 | — | Jan 2021 | IEGAX vs AVANX |
Top Performing IEGAX Alternatives (YTD)
IEGAX is at 8.13% YTD. There are 44 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 30.28% | — | Sep 2021 | IEGAX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 30.19% | — | Aug 2023 | IEGAX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 23.23% | — | Nov 1993 | IEGAX vs LZISX | |
| Calamos International Small Cap Growth Fund | 21.08% | — | Mar 2022 | IEGAX vs CSGIX | |
| Artisan International Explorer Fund | 20.32% | — | May 2022 | IEGAX vs ARHBX |
Lowest Volatility Alternatives to IEGAX
IEGAX has 15.72% 1-year volatility. There are 64 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.22% | — | Jun 2014 | IEGAX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.33% | — | Jun 2012 | IEGAX vs MIDLX | |
| MFS International New Discovery Fund | 12.36% | — | Oct 1997 | IEGAX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.49% | — | Mar 2007 | IEGAX vs HLMSX | |
| Brandes International Small Cap Equity Fund Class ... | 12.71% | — | Feb 2012 | IEGAX vs BISMX |
Lowest Drawdown Alternatives to IEGAX
IEGAX has a 1-year max drawdown of -12.41%. There are 60 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | IEGAX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | IEGAX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | IEGAX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | IEGAX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | IEGAX vs WISIX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, VAFAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 52 | 17.05% | — | Oct 2020 | IEGAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 53 | 11.89% | — | — | IEGAX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 11 | 8.10% | — | Jun 2005 | IEGAX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 22 | -11.69% | — | Jul 1983 | IEGAX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 80 | 17.94% | — | Jun 2001 | IEGAX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 76 | 11.85% | — | Oct 1968 | IEGAX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 36 | 8.09% | — | Feb 1988 | IEGAX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 81 | 26.27% | — | Jun 1999 | IEGAX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 74 | 7.39% | — | Aug 1960 | IEGAX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 55 | 12.04% | — | Jul 1997 | IEGAX vs VADDX |
Often Compared With IEGAX
Investors most often compare IEGAX with GSY, VTIP, VOO. These 17 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare IEGAX with Any Fund or Stock
Compare IEGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IEGAX with funds that move differently
Invesco EQV International Small Company Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IEGAX.
Explore IEGAX Diversifiers