Federated Hermes International Strategic Value Dividend Fund (IVFIX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to IVFIX

IVFIX charges 0.86% annually. Among mutual funds in the Foreign Large Cap Equities category, these options have the lowest expense ratios among IVFIX alternatives.

Symbol	Name	Expense Ratio	Inception
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	Sep 29, 2009	IVFIX vs FSGEX
FINVX	Fidelity Series International Value Fund	0.01%	Dec 3, 2009	IVFIX vs FINVX
FSOSX	Fidelity Series Overseas Fund	0.01%	Jun 21, 2019	IVFIX vs FSOSX
FIGSX	Fidelity Series International Growth Fund	0.01%	Dec 3, 2009	IVFIX vs FIGSX
FHLFX	Fidelity Series International Index Fund	0.01%	Aug 17, 2018	IVFIX vs FHLFX

Best Risk-Adjusted Alternatives to IVFIX

Among mutual funds in the Foreign Large Cap Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
KGIIX	Kopernik International Fund	98	Jun 29, 2015	IVFIX vs KGIIX
EPDIX	EuroPac International Dividend Income Fund	97	Jan 9, 2014	IVFIX vs EPDIX
EPDPX	EuroPac International Dividend Income Fund Class A	97	Jan 10, 2014	IVFIX vs EPDPX
TIVFX	American Beacon Tocqueville International Value Fu...	96	Aug 1, 1994	IVFIX vs TIVFX
GTMIX	GMO Tax-Managed International Equities Fund	95	Jul 28, 1998	IVFIX vs GTMIX

Top Performing IVFIX Alternatives (YTD)

IVFIX alternatives from the Foreign Large Cap Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
TIVFX	American Beacon Tocqueville International Value Fu...	10.36%	Aug 1, 1994	IVFIX vs TIVFX
PPYPX	PIMCO RAE International Fund	8.42%	Jun 4, 2015	IVFIX vs PPYPX
PZRIX	PIMCO RAE Global ex-US Fund	7.89%	Jun 4, 2015	IVFIX vs PZRIX
PTSIX	PIMCO RAE PLUS International Fund	7.77%	Sep 29, 2011	IVFIX vs PTSIX
KGIIX	Kopernik International Fund	5.93%	Jun 29, 2015	IVFIX vs KGIIX

Lowest Volatility Alternatives to IVFIX

IVFIX alternatives from the Foreign Large Cap Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
TBGVX	Tweedy, Browne International Value Fund	12.26%	Jun 14, 1993	IVFIX vs TBGVX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	12.28%	May 29, 2015	IVFIX vs FSKLX
GQJPX	GQG Partners International Quality Dividend Income...	12.39%	Jun 29, 2021	IVFIX vs GQJPX
GSIMX	Goldman Sachs GQG Partners International Opportuni...	12.47%	Dec 15, 2016	IVFIX vs GSIMX
GSINX	Goldman Sachs GQG Partners International Opportuni...	12.48%	Dec 14, 2016	IVFIX vs GSINX

Lowest Drawdown Alternatives to IVFIX

IVFIX alternatives from the Foreign Large Cap Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
SIMYX	SEI Institutional Managed Trust Tax-Managed Intern...	-8.55%	Oct 16, 2016	IVFIX vs SIMYX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	-8.64%	May 29, 2015	IVFIX vs FSKLX
GSINX	Goldman Sachs GQG Partners International Opportuni...	-8.74%	Dec 14, 2016	IVFIX vs GSINX
GSIMX	Goldman Sachs GQG Partners International Opportuni...	-8.75%	Dec 15, 2016	IVFIX vs GSIMX
KGIIX	Kopernik International Fund	-8.76%	Jun 29, 2015	IVFIX vs KGIIX

Other Mutual Funds from Federated

Most popular Federated mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
QILGX	Federated Hermes MDT Large Cap Growth Fund	Large Cap Growth Equities	24	-12.41%	Sep 15, 2005	IVFIX vs QILGX
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	77	8.28%	Mar 30, 2005	IVFIX vs SVAIX
QAMNX	Federated Hermes MDT Market Neutral A	Long-Short	72	1.41%	Sep 30, 2008	IVFIX vs QAMNX
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	13	-12.10%	Feb 21, 1986	IVFIX vs KAUFX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	42	-7.69%	Oct 1, 2002	IVFIX vs QIACX
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	12	-9.53%	Aug 23, 1984	IVFIX vs FGSAX
FHYTX	Federated Hermes Opportunistic High Yield Bond Fun...	High Yield Bonds	76	-2.24%	Aug 23, 1984	IVFIX vs FHYTX
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	86	-1.88%	Nov 1, 2002	IVFIX vs FIHBX
ISCAX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	75	-3.05%	Feb 27, 1996	IVFIX vs ISCAX
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities, Leveraged	2	8.44%	Dec 27, 1995	IVFIX vs BEARX

Often Compared With IVFIX

What investors most often compare with IVFIX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
BRK-B	Berkshire Hathaway Inc.		20	-4.67%	—	IVFIX vs BRK-B
SCHF	Schwab International Equity ETF	Foreign Large Cap Equities	87	2.95%	Nov 3, 2009	IVFIX vs SCHF
SCZ	iShares MSCI EAFE Small-Cap ETF	Foreign Small & Mid Cap Equities	85	1.14%	Dec 10, 2007	IVFIX vs SCZ
HDIVX	Janus Henderson Dividend & Income Builder Fund	Foreign Large Cap Equities	66	-0.71%	Jul 31, 2012	IVFIX vs HDIVX
TRERX	Nuveen International Equity Fund Retirement Class	Foreign Large Cap Equities	45	-4.41%	Oct 1, 2002	IVFIX vs TRERX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	64	-1.94%	Nov 5, 1997	IVFIX vs FSPSX
AWPAX	AB Sustainable International Thematic Fund	Foreign Large Cap Equities	9	-8.31%	Jun 1, 1994	IVFIX vs AWPAX
COSSX	Columbia Overseas Value Fund Institutional 2 Class	Foreign Large Cap Equities	87	0.35%	Jul 1, 2015	IVFIX vs COSSX
TWIEX	American Century International Growth Fund	Foreign Large Cap Equities	9	-8.07%	May 8, 1991	IVFIX vs TWIEX
DFIEX	DFA International Core Equity Portfolio I	Foreign Large Cap Equities, Large Cap Blend Equities	85	-0.21%	Sep 15, 2005	IVFIX vs DFIEX
ANDIX	AQR International Defensive Style Fund	Foreign Large Cap Equities	53	-0.25%	Jul 9, 2012	IVFIX vs ANDIX
FILFX	Strategic Advisers International Fund	Foreign Large Cap Equities	69	-2.28%	Mar 23, 2006	IVFIX vs FILFX
VGTSX	Vanguard Total International Stock Index Fund Inve...	Foreign Large Cap Equities, Large Cap Blend Equities	80	-1.04%	Apr 29, 1996	IVFIX vs VGTSX
DOXFX	Dodge & Cox International Stock X	Foreign Large Cap Equities	80	-1.76%	Jan 5, 2001	IVFIX vs DOXFX
GOGIX	John Hancock Funds International Growth Fund	Foreign Large Cap Equities	44	-5.47%	Jun 11, 2006	IVFIX vs GOGIX
IGAAX	American Funds International Growth and Income Fun...	Foreign Large Cap Equities	84	-0.77%	Oct 1, 2008	IVFIX vs IGAAX
SNTCX	Crossmark Steward International Enhanced Index Fun...	Foreign Large Cap Equities	63	-1.29%	Feb 28, 2006	IVFIX vs SNTCX
BRXIX	MFS Blended Research International Equity Fund	Foreign Large Cap Equities	90	-0.81%	Sep 15, 2015	IVFIX vs BRXIX
GSIKX	Goldman Sachs International Equity Income Fund	Foreign Large Cap Equities	76	0.53%	Jun 24, 2007	IVFIX vs GSIKX
VEITX	VELA International Fund	Foreign Large Cap Equities	59	-3.06%	Sep 29, 2020	IVFIX vs VEITX

Compare IVFIX with Any Fund or Stock

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

Symbol name

Federated Hermes International Strategic Value Dividend Fund

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