Optimum International Fund (OIIEX) Alternatives
Optimum International Fund (OIIEX) 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 OIIEX. 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 OIIEX
OIIEX charges 1.04% annually. Among mutual funds in the Foreign Large Cap Equities category, these options have the lowest expense ratios among OIIEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | Sep 29, 2009 | OIIEX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | Dec 3, 2009 | OIIEX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | Jun 21, 2019 | OIIEX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | Dec 3, 2009 | OIIEX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | Aug 17, 2018 | OIIEX vs FHLFX |
Best Risk-Adjusted Alternatives to OIIEX
Among mutual funds in the Foreign Large Cap 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 | |
|---|---|---|---|---|
| Kopernik International Fund | 98 | Jun 29, 2015 | OIIEX vs KGIIX | |
| EuroPac International Dividend Income Fund | 97 | Jan 9, 2014 | OIIEX vs EPDIX | |
| EuroPac International Dividend Income Fund Class A | 97 | Jan 10, 2014 | OIIEX vs EPDPX | |
| American Beacon Tocqueville International Value Fu... | 96 | Aug 1, 1994 | OIIEX vs TIVFX | |
| GMO Tax-Managed International Equities Fund | 95 | Jul 28, 1998 | OIIEX vs GTMIX |
Top Performing OIIEX Alternatives (YTD)
OIIEX alternatives from the Foreign Large Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 10.36% | Aug 1, 1994 | OIIEX vs TIVFX | |
| PIMCO RAE International Fund | 8.42% | Jun 4, 2015 | OIIEX vs PPYPX | |
| PIMCO RAE Global ex-US Fund | 7.89% | Jun 4, 2015 | OIIEX vs PZRIX | |
| PIMCO RAE PLUS International Fund | 7.77% | Sep 29, 2011 | OIIEX vs PTSIX | |
| Kopernik International Fund | 5.93% | Jun 29, 2015 | OIIEX vs KGIIX |
Lowest Volatility Alternatives to OIIEX
OIIEX alternatives from the Foreign Large Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tweedy, Browne International Value Fund | 12.26% | Jun 14, 1993 | OIIEX vs TBGVX | |
| Fidelity SAI International Low Volatility Index Fu... | 12.28% | May 29, 2015 | OIIEX vs FSKLX | |
| GQG Partners International Quality Dividend Income... | 12.39% | Jun 29, 2021 | OIIEX vs GQJPX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.47% | Dec 15, 2016 | OIIEX vs GSIMX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.48% | Dec 14, 2016 | OIIEX vs GSINX |
Lowest Drawdown Alternatives to OIIEX
OIIEX alternatives from the Foreign Large Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Federated Hermes International Strategic Value Div... | -8.47% | Jun 3, 2008 | OIIEX vs IVFIX | |
| SEI Institutional Managed Trust Tax-Managed Intern... | -8.55% | Oct 16, 2016 | OIIEX vs SIMYX | |
| Fidelity SAI International Low Volatility Index Fu... | -8.64% | May 29, 2015 | OIIEX vs FSKLX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.74% | Dec 14, 2016 | OIIEX vs GSINX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.75% | Dec 15, 2016 | OIIEX vs GSIMX |
Other Mutual Funds from Delaware Funds
Most popular Delaware Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 5 | -9.94% | Jun 30, 2000 | OIIEX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 5 | -15.30% | Jun 30, 2000 | OIIEX vs WLGAX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 88 | 2.54% | Oct 4, 1993 | OIIEX vs FGINX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 41 | 3.11% | Jun 24, 1987 | OIIEX vs DEVLX | |
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 97 | 13.36% | Jun 9, 1996 | OIIEX vs DEMIX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 18 | -3.22% | Dec 29, 1998 | OIIEX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 27 | -11.98% | Aug 1, 2003 | OIIEX vs OILGX | |
| Delaware Value Fund | Large Cap Value Equities | 38 | 1.00% | Sep 14, 1998 | OIIEX vs DDVIX | |
| Delaware Ivy Mid Cap Income Opportunities Fund | Mid Cap Value Equities | 20 | -1.41% | Oct 1, 2014 | OIIEX vs IVOIX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 11 | -1.20% | Jan 10, 1984 | OIIEX vs DMTFX |
Often Compared With OIIEX
What investors most often compare with OIIEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | OIIEX vs VOO | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 8 | -0.87% | Sep 21, 1986 | OIIEX vs CXHYX | |
| AQR International Defensive Style Fund | Foreign Large Cap Equities | 53 | -0.25% | Jul 9, 2012 | OIIEX vs ANDIX |
Compare OIIEX with Any Fund or Stock
Compare OIIEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.