Delaware Ivy Global Growth Fund (IVINX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IVINX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IVINX
IVINX charges 1.28% annually. There are 208 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | IVINX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | IVINX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | IVINX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | IVINX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | IVINX vs VTWAX |
Best Risk-Adjusted Alternatives to IVINX
IVINX has a PortfoliosLab risk / return rank of 27. There are 173 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | IVINX vs LVAFX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | IVINX vs FMIEX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | IVINX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | IVINX vs EPSYX | |
| Polaris Global Value Fund | 95 | — | May 1998 | IVINX vs PGVFX |
Top Performing IVINX Alternatives (YTD)
IVINX is at 8.56% YTD. There are 152 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 24.97% | — | Jan 2017 | IVINX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 24.78% | — | — | IVINX vs YFSNX | |
| LSV Global Value Fund | 24.67% | — | Jun 2014 | IVINX vs LVAGX | |
| T. Rowe Price Global Technology Fund I Class | 23.72% | — | Nov 2016 | IVINX vs PGTIX | |
| MainStay Epoch Global Equity Yield Fund | 21.42% | — | Dec 2005 | IVINX vs EPSYX |
Lowest Volatility Alternatives to IVINX
IVINX has 14.58% 1-year volatility. There are 136 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.87% | — | Dec 2015 | IVINX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.90% | — | Dec 1996 | IVINX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | IVINX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.01% | 2.00B | Dec 2013 | IVINX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.42% | — | Jul 2006 | IVINX vs SVTAX |
Lowest Drawdown Alternatives to IVINX
IVINX has a 1-year max drawdown of -10.74%. There are 128 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | IVINX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | IVINX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | IVINX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | IVINX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | IVINX vs SGMAX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, FGINX, WMGAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Equities | 91 | 68.59% | — | Jun 1996 | IVINX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 98 | 22.97% | — | Oct 1993 | IVINX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | -0.26% | — | Jun 2000 | IVINX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 6 | -0.41% | — | Jun 2000 | IVINX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 78 | 20.06% | — | Jun 1987 | IVINX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 68 | 17.73% | — | Dec 1998 | IVINX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 15 | 1.65% | — | Aug 2003 | IVINX vs OILGX | |
| Delaware Floating Rate Fund | Bank Loan | 96 | 2.18% | — | Feb 2010 | IVINX vs DDFLX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 75 | 0.93% | — | Jan 1984 | IVINX vs DMTFX | |
| Delaware Value Fund | Large Cap Value Equities | 41 | 8.81% | — | Sep 1998 | IVINX vs DDVIX |
Often Compared With IVINX
Investors most often compare IVINX with DVMHX, DEGGX, IPOAX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare IVINX with Any Fund or Stock
Compare IVINX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IVINX with funds that move differently
Delaware Ivy Global Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IVINX.
Explore IVINX Diversifiers