Federated Hermes International Strategic Value Dividend Fund (IVFIX) 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 IVFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IVFIX
IVFIX charges 0.86% annually. There are 200 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 Value Fund | 0.01% | — | Dec 2009 | IVFIX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | IVFIX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | IVFIX vs FIGSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | IVFIX vs FSGEX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | IVFIX vs FHLFX |
Best Risk-Adjusted Alternatives to IVFIX
IVFIX has a PortfoliosLab risk / return rank of 88. There are 23 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 97 | — | Jul 1998 | IVFIX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | IVFIX vs SAHMX | |
| PIMCO RAE PLUS International Fund | 95 | — | Sep 2011 | IVFIX vs PTSIX | |
| Touchstone International Equity Fund | 94 | — | Mar 1993 | IVFIX vs SWRLX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | IVFIX vs VIHAX |
Top Performing IVFIX Alternatives (YTD)
IVFIX is at 11.54% YTD. There are 214 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 22.83%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 22.83% | — | Dec 2004 | IVFIX vs DCINX | |
| Pear Tree Polaris Foreign Value Fund | 21.28% | — | May 1998 | IVFIX vs QFVOX | |
| GMO Tax-Managed International Equities Fund | 21.02% | — | Jul 1998 | IVFIX vs GTMIX | |
| Touchstone International Equity Fund | 21.00% | — | Mar 1993 | IVFIX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 20.64% | — | Jun 2006 | IVFIX vs GIOTX |
Lowest Volatility Alternatives to IVFIX
IVFIX has 12.09% 1-year volatility. There are 19 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class A | 7.67% | — | Sep 1996 | IVFIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 7.67% | — | Nov 1997 | IVFIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 7.68% | — | Feb 2017 | IVFIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 7.69% | — | Apr 1990 | IVFIX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 7.69% | — | Jul 1995 | IVFIX vs FAOIX |
Lowest Drawdown Alternatives to IVFIX
IVFIX has a 1-year max drawdown of -6.97%. There is 1 mutual fund in the Foreign Large Cap Equities category with a shallower 1-year drawdown, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | IVFIX vs RWIIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | IVFIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | IVFIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | IVFIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | IVFIX vs FAERX |
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 | 95 | 15.54% | — | Mar 2005 | IVFIX vs SVAIX | |
| Federated Hermes MDT Large Cap Growth Fund | Large Cap Growth Equities | 13 | 2.79% | — | Sep 2005 | IVFIX vs QILGX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 43 | 4.89% | — | Sep 2008 | IVFIX vs QAMNX | |
| Federated Hermes MDT All Cap Core Fund | Large Cap Blend Equities | 46 | 8.82% | — | Oct 2002 | IVFIX vs QIACX | |
| Federated Hermes Kaufmann Fd | Mid Cap Growth Equities | 12 | 8.01% | — | Feb 1986 | IVFIX vs KAUFX | |
| Federated Hermes High-Yield Strategy Portfolio | High Yield Bonds | 60 | 0.87% | — | Dec 2008 | IVFIX vs FHYSX | |
| Federated Hermes MDT Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | -0.99% | — | Aug 1984 | IVFIX vs FGSAX | |
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 45 | 1.32% | — | Aug 1984 | IVFIX vs FHYTX | |
| Federated Hermes Institutional High Yield Bond Fun... | High Yield Bonds | 49 | 0.74% | — | Nov 2002 | IVFIX vs FIHBX | |
| Federated Hermes Prudent Bear Fd | Inverse Equities | 0 | -6.86% | — | Dec 1995 | IVFIX vs BEARX |
Often Compared With IVFIX
Investors most often compare IVFIX with TRERX, AWPAX, SCZ. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare IVFIX with Any Fund or Stock
Compare IVFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IVFIX with funds that move differently
Federated Hermes International Strategic Value Dividend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IVFIX.
Explore IVFIX Diversifiers