IVFIX Alternatives & Similar Mutual Funds

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 190 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
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	IVFIX vs FIGSX
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	IVFIX vs FSGEX
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	IVFIX vs FSOSX
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	IVFIX vs FINVX
FHLFX	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 39. There are 166 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
THOIX	Thornburg Global Opportunities Fund	94	—	Jul 2006	IVFIX vs THOIX
TIVFX	American Beacon Tocqueville International Value Fu...	93	—	Aug 1994	IVFIX vs TIVFX
SWRLX	Touchstone International Equity Fund	91	—	Mar 1993	IVFIX vs SWRLX
DCINX	Dunham International Stock Fund	91	—	Dec 2004	IVFIX vs DCINX
SAHMX	SA International Value Fund	90	—	Aug 1999	IVFIX vs SAHMX

Top Performing IVFIX Alternatives (YTD)

IVFIX is at 5.80% YTD. There are 362 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 35.02%.

Symbol	Name	YTD Return	AUM	Inception
TIVFX	American Beacon Tocqueville International Value Fu...	35.02%	—	Aug 1994	IVFIX vs TIVFX
CIGIX	Calamos International Growth Fund	34.19%	—	Mar 2005	IVFIX vs CIGIX
LIAGX	Lord Abbett International Growth Fund	26.97%	—	Jun 2021	IVFIX vs LIAGX
FISZX	Fidelity SAI International SMA Completion Fund	26.54%	—	Apr 2019	IVFIX vs FISZX
DCINX	Dunham International Stock Fund	24.97%	—	Dec 2004	IVFIX vs DCINX

Lowest Volatility Alternatives to IVFIX

IVFIX has 12.13% 1-year volatility. There are 23 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 9.19%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOCX	Fidelity Advisor Overseas Fund Class C	9.19%	—	Nov 1997	IVFIX vs FAOCX
FAOAX	Fidelity Advisor Overseas Fund Class A	9.20%	—	Sep 1996	IVFIX vs FAOAX
FAOSX	Fidelity Advisor Overseas Fund Class Z	9.20%	—	Feb 2017	IVFIX vs FAOSX
FAERX	Fidelity Advisor Overseas Fund Class M	9.21%	—	Apr 1990	IVFIX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	9.22%	—	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
RWIIX	Redwood AlphaFactor Tactical International Fund	-6.94%	—	Nov 2017	IVFIX vs RWIIX
FAOSX	Fidelity Advisor Overseas Fund Class Z	-7.26%	—	Feb 2017	IVFIX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	-7.28%	—	Jul 1995	IVFIX vs FAOIX
FAERX	Fidelity Advisor Overseas Fund Class M	-7.29%	—	Apr 1990	IVFIX vs FAERX
FAOAX	Fidelity Advisor Overseas Fund Class A	-7.29%	—	Sep 1996	IVFIX vs FAOAX

Other Mutual Funds from Federated

The 10 most viewed Federated mutual funds shown here include SVAIX, QILGX, QAMNX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	44	8.28%	—	Mar 2005	IVFIX vs SVAIX
QILGX	Federated Hermes MDT Large Cap Growth Fund	Large Cap Growth Equities	34	9.74%	—	Sep 2005	IVFIX vs QILGX
QAMNX	Federated Hermes MDT Market Neutral A	Long-Short	9	0.80%	—	Sep 2008	IVFIX vs QAMNX
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	11	5.87%	—	Feb 1986	IVFIX vs KAUFX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	60	8.03%	—	Oct 2002	IVFIX vs QIACX
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	6	2.50%	—	Aug 1984	IVFIX vs FGSAX
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	67	1.27%	—	Nov 2002	IVFIX vs FIHBX
FHYTX	Federated Hermes Opportunistic High Yield Bond Fun...	High Yield Bonds	56	1.34%	—	Aug 1984	IVFIX vs FHYTX
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities	0	-9.23%	—	Dec 1995	IVFIX vs BEARX
ISCAX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	43	11.98%	—	Feb 1996	IVFIX vs ISCAX

Often Compared With IVFIX

Investors most often compare IVFIX with BRK-B, SCZ, TRERX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BRK-B	Berkshire Hathaway Inc.		17	-6.20%	—	—	IVFIX vs BRK-B
SCZ	iShares MSCI EAFE Small-Cap ETF	Foreign Small & Mid Cap Equities	47	10.36%	14.87B	Dec 2007	IVFIX vs SCZ
TRERX	Nuveen International Equity Fund Retirement Class	Foreign Large Cap Equities	23	6.77%	—	Oct 2002	IVFIX vs TRERX
SCHF	Schwab International Equity ETF	Foreign Large Cap Equities	62	16.56%	66.49B	Nov 2009	IVFIX vs SCHF
PTSIX	PIMCO RAE PLUS International Fund	Foreign Large Cap Equities	83	14.16%	—	Sep 2011	IVFIX vs PTSIX
AWPAX	AB Sustainable International Thematic Fund	Foreign Large Cap Equities	8	6.58%	—	Jun 1994	IVFIX vs AWPAX
HDIVX	Janus Henderson Dividend & Income Builder Fund	Foreign Large Cap Equities	42	14.92%	—	Jul 2012	IVFIX vs HDIVX
GOGIX	John Hancock Funds International Growth Fund	Foreign Large Cap Equities	31	13.89%	—	Jun 2006	IVFIX vs GOGIX
SNTCX	Crossmark Steward International Enhanced Index Fun...	Foreign Large Cap Equities	46	11.12%	—	Feb 2006	IVFIX vs SNTCX
BDOKX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities	58	15.08%	—	Jun 2011	IVFIX vs BDOKX
AFGPX	Alger International Focus Fund	Foreign Large Cap Equities	11	10.64%	—	Nov 1986	IVFIX vs AFGPX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	27	9.06%	—	Nov 1997	IVFIX vs FSPSX
FIVQX	Fidelity Advisor International Value Fund Class I	Foreign Large Cap Equities	33	6.65%	—	May 2006	IVFIX vs FIVQX
FIVMX	Fidelity Advisor International Value Fund Class A	Foreign Large Cap Equities	32	6.59%	—	May 2006	IVFIX vs FIVMX
TWIEX	American Century International Growth Fund	Foreign Large Cap Equities	5	2.40%	2.29B	May 1991	IVFIX vs TWIEX
GSIKX	Goldman Sachs International Equity Income Fund	Foreign Large Cap Equities	41	10.25%	—	Jun 2007	IVFIX vs GSIKX
GTMIX	GMO Tax-Managed International Equities Fund	Foreign Large Cap Equities	88	13.48%	—	Jul 1998	IVFIX vs GTMIX
GSIMX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	21	6.41%	—	Dec 2016	IVFIX vs GSIMX
COSSX	Columbia Overseas Value Fund Institutional 2 Class	Foreign Large Cap Equities	43	6.88%	—	Jul 2015	IVFIX vs COSSX
DFIEX	DFA International Core Equity Portfolio I	Foreign Large Cap Equities, Large Cap Blend Equities	48	10.70%	—	Sep 2005	IVFIX vs DFIEX

Compare IVFIX with Any Fund or Stock

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

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Diversifiers

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

Federated Hermes International Strategic Value Dividend Fund (IVFIX) Alternatives