Delaware Ivy Global Growth Fund (IVINX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to IVINX
IVINX charges 1.28% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among IVINX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | IVINX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | IVINX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | IVINX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | IVINX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | IVINX vs VMNVX |
Best Risk-Adjusted Alternatives to IVINX
Among mutual funds in the Global 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 | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 98 | May 23, 1984 | IVINX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 95 | May 30, 2007 | IVINX vs CAEIX | |
| GMO Climate Change Fund | 95 | Apr 4, 2017 | IVINX vs GCCHX | |
| Artisan Global Equity Fund | 94 | Mar 28, 2010 | IVINX vs ARTHX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | Sep 25, 1996 | IVINX vs FMIEX |
Top Performing IVINX Alternatives (YTD)
IVINX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 13.06% | Jun 9, 2019 | IVINX vs RTXAX | |
| GMO Climate Change Fund | 10.71% | Apr 4, 2017 | IVINX vs GCCHX | |
| Nuveen Global Infrastructure Fund Class A | 10.36% | Dec 17, 2007 | IVINX vs FGIAX | |
| GQG Partners Global Quality Dividend Income Fund | 10.08% | Jun 29, 2021 | IVINX vs GQFPX | |
| Cohen & Steers Global Infrastructure Fund Class A | 9.35% | Aug 28, 2017 | IVINX vs CSUAX |
Lowest Volatility Alternatives to IVINX
IVINX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.94% | Sep 4, 1990 | IVINX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.06% | Dec 12, 2013 | IVINX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.09% | Dec 12, 2013 | IVINX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.60% | Dec 4, 2013 | IVINX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.73% | — | IVINX vs GLIFX |
Lowest Drawdown Alternatives to IVINX
IVINX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | IVINX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | IVINX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | IVINX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | IVINX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | IVINX vs FGIAX |
Other Mutual Funds from Delaware Funds by Macquarie
Most popular Delaware Funds by Macquarie mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Delaware Healthcare Fund | Health & Biotech Equities | 40 | -2.92% | Sep 27, 2007 | IVINX vs DLHIX | |
| Delaware Floating Rate Fund | Bank Loan | 93 | -0.73% | Feb 25, 2010 | IVINX vs DDFLX | |
| Delaware Ivy Balanced Fund | Diversified Portfolio | 38 | -3.32% | Nov 15, 1987 | IVINX vs IBNAX | |
| Delaware Ivy Systematic Emerging Markets Equity Fu... | Emerging Markets Diversified | 78 | 4.11% | Oct 24, 1993 | IVINX vs IPOAX | |
| Delaware Extended Duration Bond Fund | Long-Term Bond | 12 | -1.39% | Sep 14, 1998 | IVINX vs DEEIX | |
| Delaware Minnesota High-Yield Municipal Bond Fund | Municipal Bonds | 16 | -0.50% | Jun 3, 1996 | IVINX vs DVMHX | |
| Delaware Tax-Free Minnesota Fund | Municipal Bonds | 18 | -0.77% | Feb 26, 1984 | IVINX vs DEFFX | |
| Delaware Strategic Income Fund | Multisector Bonds | 80 | -1.80% | Aug 15, 1985 | IVINX vs DEGGX |
Compare IVINX with Any Fund or Stock
Compare IVINX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.