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 191 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
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	IVFIX vs FSGEX
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	IVFIX vs FINVX
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	IVFIX vs FSOSX
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	IVFIX vs FIGSX
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 43. There are 177 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
SWRLX	Touchstone International Equity Fund	94	—	Mar 1993	IVFIX vs SWRLX
TIVFX	American Beacon Tocqueville International Value Fu...	94	—	Aug 1994	IVFIX vs TIVFX
DCINX	Dunham International Stock Fund	92	—	Dec 2004	IVFIX vs DCINX
GTMIX	GMO Tax-Managed International Equities Fund	91	—	Jul 1998	IVFIX vs GTMIX
THOIX	Thornburg Global Opportunities Fund	91	—	Jul 2006	IVFIX vs THOIX

Top Performing IVFIX Alternatives (YTD)

IVFIX is at 5.96% YTD. There are 355 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 40.47%.

Symbol	Name	YTD Return	AUM	Inception
TIVFX	American Beacon Tocqueville International Value Fu...	40.47%	—	Aug 1994	IVFIX vs TIVFX
CIGIX	Calamos International Growth Fund	38.33%	—	Mar 2005	IVFIX vs CIGIX
JIJIX	John Hancock International Dynamic Growth Fund	33.48%	—	May 2019	IVFIX vs JIJIX
LIAGX	Lord Abbett International Growth Fund	33.43%	—	Jun 2021	IVFIX vs LIAGX
FISZX	Fidelity SAI International SMA Completion Fund	32.58%	—	Apr 2019	IVFIX vs FISZX

Lowest Volatility Alternatives to IVFIX

IVFIX has 12.02% 1-year volatility. There are 19 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.76%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOSX	Fidelity Advisor Overseas Fund Class Z	8.76%	—	Feb 2017	IVFIX vs FAOSX
FAOAX	Fidelity Advisor Overseas Fund Class A	8.76%	—	Sep 1996	IVFIX vs FAOAX
FAOCX	Fidelity Advisor Overseas Fund Class C	8.76%	—	Nov 1997	IVFIX vs FAOCX
FAERX	Fidelity Advisor Overseas Fund Class M	8.78%	—	Apr 1990	IVFIX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	8.78%	—	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
FAOAX	Fidelity Advisor Overseas Fund Class A	-7.29%	—	Sep 1996	IVFIX vs FAOAX
FAERX	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
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	80	9.26%	—	Mar 2005	IVFIX vs SVAIX
QILGX	Federated Hermes MDT Large Cap Growth Fund	Large Cap Growth Equities	21	4.35%	—	Sep 2005	IVFIX vs QILGX
QAMNX	Federated Hermes MDT Market Neutral A	Long-Short	7	-1.17%	—	Sep 2008	IVFIX vs QAMNX
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	17	10.68%	—	Feb 1986	IVFIX vs KAUFX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	46	5.68%	—	Oct 2002	IVFIX vs QIACX
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	4	0.10%	—	Aug 1984	IVFIX vs FGSAX
FHYSX	Federated Hermes High-Yield Strategy Portfolio	High Yield Bonds	67	1.19%	—	Dec 2008	IVFIX vs FHYSX
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities	0	-7.65%	—	Dec 1995	IVFIX vs BEARX
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	61	1.04%	—	Nov 2002	IVFIX vs FIHBX
FHYTX	Federated Hermes Opportunistic High Yield Bond Fun...	High Yield Bonds	52	1.34%	—	Aug 1984	IVFIX vs FHYTX

Often Compared With IVFIX

Investors most often compare IVFIX with SCZ, TRERX, BRK-B. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SCZ	iShares MSCI EAFE Small-Cap ETF	Foreign Small & Mid Cap Equities	41	7.29%	14.63B	Dec 2007	IVFIX vs SCZ
TRERX	Nuveen International Equity Fund Retirement Class	Foreign Large Cap Equities	32	8.59%	—	Oct 2002	IVFIX vs TRERX
BRK-B	Berkshire Hathaway Inc.		41	-1.96%	—	—	IVFIX vs BRK-B
PTSIX	PIMCO RAE PLUS International Fund	Foreign Large Cap Equities	79	11.46%	—	Sep 2011	IVFIX vs PTSIX
AWPAX	AB Sustainable International Thematic Fund	Foreign Large Cap Equities	10	7.14%	—	Jun 1994	IVFIX vs AWPAX
SCHF	Schwab International Equity ETF	Foreign Large Cap Equities	57	13.98%	67.19B	Nov 2009	IVFIX vs SCHF
GOGIX	John Hancock Funds International Growth Fund	Foreign Large Cap Equities	40	17.36%	—	Jun 2006	IVFIX vs GOGIX
HDIVX	Janus Henderson Dividend & Income Builder Fund	Foreign Large Cap Equities	56	17.11%	—	Jul 2012	IVFIX vs HDIVX
SNTCX	Crossmark Steward International Enhanced Index Fun...	Foreign Large Cap Equities	57	12.30%	—	Feb 2006	IVFIX vs SNTCX
AFGPX	Alger International Focus Fund	Foreign Large Cap Equities	18	15.69%	—	Nov 1986	IVFIX vs AFGPX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	39	10.74%	—	Nov 1997	IVFIX vs FSPSX
BDOKX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities	67	16.62%	—	Jun 2011	IVFIX vs BDOKX
FIVQX	Fidelity Advisor International Value Fund Class I	Foreign Large Cap Equities	42	7.50%	—	May 2006	IVFIX vs FIVQX
TWIEX	American Century International Growth Fund	Foreign Large Cap Equities	7	3.20%	2.29B	May 1991	IVFIX vs TWIEX
FIVMX	Fidelity Advisor International Value Fund Class A	Foreign Large Cap Equities	41	7.44%	—	May 2006	IVFIX vs FIVMX
COSSX	Columbia Overseas Value Fund Institutional 2 Class	Foreign Large Cap Equities	26	1.06%	—	Jul 2015	IVFIX vs COSSX
GSIKX	Goldman Sachs International Equity Income Fund	Foreign Large Cap Equities	57	12.53%	—	Jun 2007	IVFIX vs GSIKX
SAHMX	SA International Value Fund	Foreign Large Cap Equities	88	11.15%	—	Aug 1999	IVFIX vs SAHMX
EGLBX	Elfun International Equity Fund	Foreign Large Cap Equities	25	10.35%	—	Jan 1988	IVFIX vs EGLBX
GSIMX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	16	3.65%	—	Dec 2016	IVFIX vs GSIMX

Compare IVFIX with Any Fund or Stock

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

Symbol name

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