ISCAX Alternatives & Similar Mutual Funds

Federated Hermes International Small-Mid Company Fund (ISCAX) 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 ISCAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to ISCAX

ISCAX charges 1.24% annually. There are 60 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
FSTSX	Fidelity Series International Small Cap Fund	0.03%	—	Dec 2009	ISCAX vs FSTSX
FSISX	Fidelity SAI International Small Cap Index Fund	0.10%	—	Jun 2021	ISCAX vs FSISX
VFSNX	Vanguard FTSE All-World ex-US Small-Cap Index Fund...	0.11%	—	Apr 2009	ISCAX vs VFSNX
VFSAX	Vanguard FTSE All-World ex-US Small-Cap Index Fund...	0.16%	14.30B	Feb 2019	ISCAX vs VFSAX
AVDVX	Avantis International Small Cap Value Fund	0.36%	—	Dec 2019	ISCAX vs AVDVX

Best Risk-Adjusted Alternatives to ISCAX

ISCAX has a PortfoliosLab risk / return rank of 37. There are 35 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
HRIOX	Hood River International Opportunity Fund	96	—	Sep 2021	ISCAX vs HRIOX
HRIIX	Hood River International Opportunity Fund Investor...	96	—	Aug 2023	ISCAX vs HRIIX
AVANX	Avantis International Small Cap Value Fund Class G	84	—	Jan 2021	ISCAX vs AVANX
ALOIX	Virtus International Small-Cap Fund	84	—	Dec 1997	ISCAX vs ALOIX
AVDVX	Avantis International Small Cap Value Fund	84	—	Dec 2019	ISCAX vs AVDVX

Top Performing ISCAX Alternatives (YTD)

ISCAX is at 10.85% YTD. There are 40 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 49.59%.

Symbol	Name	YTD Return	AUM	Inception
HRIOX	Hood River International Opportunity Fund	49.59%	—	Sep 2021	ISCAX vs HRIOX
HRIIX	Hood River International Opportunity Fund Investor...	49.49%	—	Aug 2023	ISCAX vs HRIIX
CSGIX	Calamos International Small Cap Growth Fund	34.54%	—	Mar 2022	ISCAX vs CSGIX
LZISX	Lazard International Small Cap Equity Portfolio	30.69%	—	Nov 1993	ISCAX vs LZISX
ARHBX	Artisan International Explorer Fund	24.31%	—	May 2022	ISCAX vs ARHBX

Lowest Volatility Alternatives to ISCAX

ISCAX has 16.12% 1-year volatility. There are 77 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.14%.

Symbol	Name	Volatility 1Y	AUM	Inception
YASLX	AMG Yacktman Special Opportunities Fund	11.14%	—	Jun 2014	ISCAX vs YASLX
MIDLX	MFS International New Discovery Fund Class R6	11.91%	—	Jun 2012	ISCAX vs MIDLX
MWNIX	MFS International New Discovery Fund	11.93%	—	Oct 1997	ISCAX vs MWNIX
HLMSX	Harding Loevner International Small Companies Port...	12.33%	—	Mar 2007	ISCAX vs HLMSX
BISAX	Brandes International Small Cap Equity Fund	12.57%	—	Jan 2012	ISCAX vs BISAX

Lowest Drawdown Alternatives to ISCAX

ISCAX has a 1-year max drawdown of -11.91%. There are 49 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
ARHBX	Artisan International Explorer Fund	-9.51%	—	May 2022	ISCAX vs ARHBX
WCMSX	WCM International Small Cap Growth Fund	-9.81%	—	Nov 2015	ISCAX vs WCMSX
ALOIX	Virtus International Small-Cap Fund	-10.07%	—	Dec 1997	ISCAX vs ALOIX
OPGIX	Invesco Global Opportunities Fund Class A	-10.08%	—	Oct 1990	ISCAX vs OPGIX
WISIX	William Blair International Small Cap Growth Fund	-10.09%	—	Oct 2005	ISCAX vs WISIX

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
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	80	9.26%	—	Mar 2005	ISCAX vs SVAIX
QILGX	Federated Hermes MDT Large Cap Growth Fund	Large Cap Growth Equities	21	4.35%	—	Sep 2005	ISCAX vs QILGX
QAMNX	Federated Hermes MDT Market Neutral A	Long-Short	7	-1.17%	—	Sep 2008	ISCAX vs QAMNX
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	17	10.68%	—	Feb 1986	ISCAX vs KAUFX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	46	5.68%	—	Oct 2002	ISCAX vs QIACX
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	4	0.10%	—	Aug 1984	ISCAX vs FGSAX
FHYSX	Federated Hermes High-Yield Strategy Portfolio	High Yield Bonds	67	1.19%	—	Dec 2008	ISCAX vs FHYSX
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities	0	-7.65%	—	Dec 1995	ISCAX vs BEARX
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	61	1.04%	—	Nov 2002	ISCAX vs FIHBX
FHYTX	Federated Hermes Opportunistic High Yield Bond Fun...	High Yield Bonds	52	1.34%	—	Aug 1984	ISCAX vs FHYTX

Often Compared With ISCAX

Investors most often compare ISCAX with FSCOX, FIEUX, DISMX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FSCOX	Fidelity International Small Cap Opportunities Fun...	Foreign Small & Mid Cap Equities	18	6.51%	—	Aug 2005	ISCAX vs FSCOX
FIEUX	Fidelity Europe Fund	Europe Equities	26	9.01%	—	Oct 1986	ISCAX vs FIEUX
DISMX	DFA International Small Cap Growth Portfolio	Foreign Small & Mid Cap Equities	19	7.14%	—	Dec 2012	ISCAX vs DISMX
HSCZ	iShares Currency Hedged MSCI EAFE Small Cap ETF	Foreign Small & Mid Cap Equities	75	10.35%	222.73M	Jun 2015	ISCAX vs HSCZ
^GSPC	S&P 500 Index		61	7.60%	—	—	ISCAX vs ^GSPC
IWQU.L	iShares Edge MSCI World Quality Factor UCITS ETF U...	Global Equities	56	6.83%	5.49B	Oct 2014	ISCAX vs IWQU.L
QRPNX	AQR Alternative Risk Premia Fund Class N	Multistrategy	96	18.26%	—	Sep 2017	ISCAX vs QRPNX
FCSPX	Federated Hermes Corporate Bond Strategy Port	Corporate Bonds	25	0.37%	—	Jun 2006	ISCAX vs FCSPX
FIIFX	Federated Hermes Intermediate Corporate Bond Fund	Corporate Bonds	28	-0.29%	—	Dec 1993	ISCAX vs FIIFX
KLCIX	Federated Hermes Kaufmann Large Cap Fund	Large Cap Growth Equities	42	14.69%	—	Dec 2007	ISCAX vs KLCIX
ISHIX	Federated Hermes Corporate Bond Fund	Corporate Bonds	18	-0.07%	—	May 1987	ISCAX vs ISHIX
FIGTX	Federated Hermes Short-Intermediate Government Fun...	Government Bonds	13	-0.61%	—	Feb 1983	ISCAX vs FIGTX
QISCX	Federated Hermes MDT Small Cap Core Fund	Small Cap Blend Equities	62	18.94%	—	Sep 2005	ISCAX vs QISCX
FMBPX	Federated Hermes Mortgage Strategy Portfolio	Intermediate Core Bond	32	0.45%	—	Dec 2007	ISCAX vs FMBPX
VVOAX	Invesco Value Opportunities Fund	Mid Cap Value Equities	85	24.13%	—	Jun 2001	ISCAX vs VVOAX
FIDPX	Federated Hermes International Dividend Strategy P...	Foreign Large Cap Equities	12	2.74%	—	Feb 2015	ISCAX vs FIDPX
FHCOX	Federated Hermes Conservative Microshort Fund	Ultrashort Bond	99	1.43%	—	Feb 2021	ISCAX vs FHCOX
FEUGX	Federated Hermes Adjustable Rate Fund	Government Bonds	99	1.82%	—	Dec 1985	ISCAX vs FEUGX
KGGIX	Kopernik Global All-Cap Fund	Foreign Small & Mid Cap Equities	49	3.61%	—	Oct 2013	ISCAX vs KGGIX
XPTFX	Federated Hermes Project and Trade Finance Tender ...	Bank Loan	84	3.23%	—	Jan 2017	ISCAX vs XPTFX

Compare ISCAX with Any Fund or Stock

Compare ISCAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair ISCAX with funds that move differently

Federated Hermes International Small-Mid Company Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ISCAX.

Explore ISCAX Diversifiers

Federated Hermes International Small-Mid Company Fund (ISCAX) Alternatives