JOHCM International Opportunities Fund (JOPSX) 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 JOPSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JOPSX
JOPSX charges 0.88% annually. There are 202 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 | |
|---|---|---|---|---|---|
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | JOPSX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | JOPSX vs FIGSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | JOPSX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | JOPSX vs FINVX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | JOPSX vs FHLFX |
Best Risk-Adjusted Alternatives to JOPSX
JOPSX has a PortfoliosLab risk / return rank of 24. There are 275 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 | |
|---|---|---|---|---|---|
| Thornburg Global Opportunities Fund | 94 | — | Jul 2006 | JOPSX vs THOIX | |
| American Beacon Tocqueville International Value Fu... | 93 | — | Aug 1994 | JOPSX vs TIVFX | |
| Touchstone International Equity Fund | 91 | — | Mar 1993 | JOPSX vs SWRLX | |
| Dunham International Stock Fund | 91 | — | Dec 2004 | JOPSX vs DCINX | |
| DFA World ex U.S. Value Portfolio Fund | 88 | — | Aug 2010 | JOPSX vs DFWVX |
Top Performing JOPSX Alternatives (YTD)
JOPSX is at 10.64% YTD. There are 201 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 35.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 35.17% | — | Aug 1994 | JOPSX vs TIVFX | |
| Calamos International Growth Fund | 34.54% | — | Mar 2005 | JOPSX vs CIGIX | |
| Lord Abbett International Growth Fund | 27.78% | — | Jun 2021 | JOPSX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 27.01% | — | Apr 2019 | JOPSX vs FISZX | |
| Dunham International Stock Fund | 26.35% | — | Dec 2004 | JOPSX vs DCINX |
Lowest Volatility Alternatives to JOPSX
JOPSX has 13.65% 1-year volatility. There are 90 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 9.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 9.17% | — | Nov 1997 | JOPSX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class A | 9.18% | — | Sep 1996 | JOPSX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class Z | 9.18% | — | Feb 2017 | JOPSX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 9.19% | — | Apr 1990 | JOPSX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 9.20% | — | Jul 1995 | JOPSX vs FAOIX |
Lowest Drawdown Alternatives to JOPSX
JOPSX has a 1-year max drawdown of -9.86%. There are 42 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | JOPSX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | JOPSX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | JOPSX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | JOPSX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | JOPSX vs FAOAX |
Other Mutual Funds from JOHCM Funds
The 3 most viewed JOHCM Funds mutual funds shown here include JOHIX, JOEMX, JOMMX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JOHCM International Select Fund | Foreign Large Cap Equities | 15 | 6.26% | — | Jul 2009 | JOPSX vs JOHIX | |
| JOHCM Emerging Markets Opportunities Fund | Emerging Markets Diversified | 73 | 22.74% | — | Nov 2012 | JOPSX vs JOEMX | |
| JOHCM Emerging Markets Small Mid Cap Equity Fund | Emerging Markets Diversified | 51 | 20.10% | — | Dec 2014 | JOPSX vs JOMMX |
Often Compared With JOPSX
Investors most often compare JOPSX with FZILX, VOO, VTIAX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare JOPSX with Any Fund or Stock
Compare JOPSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JOPSX with funds that move differently
JOHCM International Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JOPSX.
Explore JOPSX Diversifiers