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 213 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 International Index Fund | 0.01% | — | Aug 2018 | JOPSX vs FHLFX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | JOPSX vs FSGEX | |
| 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 International Value Fund | 0.01% | — | Dec 2009 | JOPSX vs FINVX |
Best Risk-Adjusted Alternatives to JOPSX
JOPSX has a PortfoliosLab risk / return rank of 69. There are 139 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 97 | — | Jul 1998 | JOPSX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | JOPSX vs SAHMX | |
| PIMCO RAE PLUS International Fund | 95 | — | Sep 2011 | JOPSX vs PTSIX | |
| DFA International Value III Portfolio | 94 | — | Feb 1995 | JOPSX vs DFVIX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | JOPSX vs VIHAX |
Top Performing JOPSX Alternatives (YTD)
JOPSX is at 12.91% YTD. There are 141 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 23.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 23.03% | — | Dec 2004 | JOPSX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 22.05% | — | Jul 1998 | JOPSX vs GTMIX | |
| Touchstone International Equity Fund | 21.39% | — | Mar 1993 | JOPSX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 21.36% | — | Jun 2006 | JOPSX vs GIOTX | |
| Fidelity SAI International SMA Completion Fund | 20.57% | — | Apr 2019 | JOPSX vs FISZX |
Lowest Volatility Alternatives to JOPSX
JOPSX has 13.68% 1-year volatility. There are 58 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class A | 7.67% | — | Sep 1996 | JOPSX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 7.67% | — | Nov 1997 | JOPSX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 7.68% | — | Feb 2017 | JOPSX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 7.69% | — | Apr 1990 | JOPSX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 7.69% | — | Jul 1995 | JOPSX vs FAOIX |
Lowest Drawdown Alternatives to JOPSX
JOPSX has a 1-year max drawdown of -9.86%. There are 43 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 | 27 | 5.32% | — | Jul 2009 | JOPSX vs JOHIX | |
| JOHCM Emerging Markets Opportunities Fund | Emerging Markets Equities | 61 | 15.83% | — | Nov 2012 | JOPSX vs JOEMX | |
| JOHCM Emerging Markets Small Mid Cap Equity Fund | Emerging Markets Equities | 19 | 7.26% | — | Dec 2014 | JOPSX vs JOMMX |
Often Compared With JOPSX
Investors most often compare JOPSX with FMDGX, FZILX, VOO. These 20 comparison targets span 5 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