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 206 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% | 95.30B | Feb 2019 | IVINX vs VTWAX |
Best Risk-Adjusted Alternatives to IVINX
IVINX has a PortfoliosLab risk / return rank of 25. There are 166 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | IVINX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | IVINX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | IVINX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | IVINX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | IVINX vs PGVFX |
Top Performing IVINX Alternatives (YTD)
IVINX is at 9.87% YTD. There are 136 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | IVINX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | IVINX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | IVINX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | IVINX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | IVINX vs YFSNX |
Lowest Volatility Alternatives to IVINX
IVINX has 14.32% 1-year volatility. There are 135 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | IVINX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | IVINX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | IVINX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | IVINX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | IVINX vs SGMAX |
Lowest Drawdown Alternatives to IVINX
IVINX has a 1-year max drawdown of -10.74%. There are 130 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | IVINX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | IVINX vs CSUAX |
Other Mutual Funds from Delaware Funds by Macquarie
The 8 most viewed Delaware Funds by Macquarie mutual funds shown here include DDFLX, DLHIX, IPOAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Floating Rate Fund | Bank Loan | 95 | 2.18% | — | Feb 2010 | IVINX vs DDFLX | |
| Delaware Healthcare Fund | Health & Biotech Equities | 60 | 5.68% | — | Sep 2007 | IVINX vs DLHIX | |
| Delaware Ivy Systematic Emerging Markets Equity Fu... | Emerging Markets Diversified | 60 | 21.36% | — | Oct 1993 | IVINX vs IPOAX | |
| Delaware Ivy Balanced Fund | Diversified Portfolio | 35 | 7.26% | — | Nov 1987 | IVINX vs IBNAX | |
| Delaware Minnesota High-Yield Municipal Bond Fund | Municipal Bonds | 83 | 3.02% | — | Jun 1996 | IVINX vs DVMHX | |
| Delaware Extended Duration Bond Fund | Long-Term Bond | 9 | -0.40% | — | Sep 1998 | IVINX vs DEEIX | |
| Delaware Strategic Income Fund | Multisector Bonds | 74 | 1.28% | — | Aug 1985 | IVINX vs DEGGX | |
| Delaware Tax-Free Minnesota Fund | Municipal Bonds | 76 | 2.40% | — | Feb 1984 | IVINX vs DEFFX |
Often Compared With IVINX
Investors most often compare IVINX with GIDGX, FGIAX, CAEIX. These 20 comparison targets span 2 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