OIIEX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to OIIEX

OIIEX charges 1.04% annually. There are 300 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
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	OIIEX vs FSOSX
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	OIIEX vs FIGSX
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	OIIEX vs FSGEX
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	OIIEX vs FINVX
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	OIIEX vs FHLFX

Best Risk-Adjusted Alternatives to OIIEX

OIIEX has a PortfoliosLab risk / return rank of 42. There are 132 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
THOIX	Thornburg Global Opportunities Fund	94	—	Jul 2006	OIIEX vs THOIX
TIVFX	American Beacon Tocqueville International Value Fu...	93	—	Aug 1994	OIIEX vs TIVFX
SWRLX	Touchstone International Equity Fund	91	—	Mar 1993	OIIEX vs SWRLX
DCINX	Dunham International Stock Fund	91	—	Dec 2004	OIIEX vs DCINX
DFWVX	DFA World ex U.S. Value Portfolio Fund	88	—	Aug 2010	OIIEX vs DFWVX

Top Performing OIIEX Alternatives (YTD)

OIIEX is at 17.33% YTD. There are 27 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
TIVFX	American Beacon Tocqueville International Value Fu...	35.17%	—	Aug 1994	OIIEX vs TIVFX
CIGIX	Calamos International Growth Fund	34.54%	—	Mar 2005	OIIEX vs CIGIX
LIAGX	Lord Abbett International Growth Fund	27.78%	—	Jun 2021	OIIEX vs LIAGX
FISZX	Fidelity SAI International SMA Completion Fund	27.01%	—	Apr 2019	OIIEX vs FISZX
DCINX	Dunham International Stock Fund	26.35%	—	Dec 2004	OIIEX vs DCINX

Lowest Volatility Alternatives to OIIEX

OIIEX has 14.99% 1-year volatility. There are 230 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
FAOCX	Fidelity Advisor Overseas Fund Class C	9.17%	—	Nov 1997	OIIEX vs FAOCX
FAOAX	Fidelity Advisor Overseas Fund Class A	9.18%	—	Sep 1996	OIIEX vs FAOAX
FAOSX	Fidelity Advisor Overseas Fund Class Z	9.18%	—	Feb 2017	OIIEX vs FAOSX
FAERX	Fidelity Advisor Overseas Fund Class M	9.19%	—	Apr 1990	OIIEX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	9.20%	—	Jul 1995	OIIEX vs FAOIX

Lowest Drawdown Alternatives to OIIEX

OIIEX has a 1-year max drawdown of -11.93%. There are 237 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
RWIIX	Redwood AlphaFactor Tactical International Fund	-6.94%	—	Nov 2017	OIIEX vs RWIIX
IVFIX	Federated Hermes International Strategic Value Div...	-6.97%	—	Jun 2008	OIIEX vs IVFIX
FAOSX	Fidelity Advisor Overseas Fund Class Z	-7.26%	—	Feb 2017	OIIEX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	-7.28%	—	Jul 1995	OIIEX vs FAOIX
FAOAX	Fidelity Advisor Overseas Fund Class A	-7.29%	—	Sep 1996	OIIEX vs FAOAX

Other Mutual Funds from Delaware Funds

The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, FGINX, WMGAX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	Emerging Markets Diversified	98	112.88%	—	Jun 1996	OIIEX vs DEMIX
FGINX	Delaware Growth and Income Fund	Large Cap Value Equities	96	17.90%	—	Oct 1993	OIIEX vs FGINX
WMGAX	Delaware Ivy Mid Cap Growth Fund	Mid Cap Growth Equities	5	3.46%	—	Jun 2000	OIIEX vs WMGAX
WLGAX	Delaware Ivy Large Cap Growth Fund	Large Cap Growth Equities	9	2.17%	—	Jun 2000	OIIEX vs WLGAX
DEVLX	Delaware Small Cap Value Fund	Small Cap Value Equities	48	15.25%	—	Jun 1987	OIIEX vs DEVLX
DCCIX	Delaware Small Cap Core Fund	Small Cap Blend Equities	37	12.71%	—	Dec 1998	OIIEX vs DCCIX
OILGX	Optimum Large Cap Growth Fund	Large Cap Growth Equities	32	10.05%	—	Aug 2003	OIIEX vs OILGX
DMTFX	Delaware Tax Free USA Fund	Municipal Bonds	40	2.21%	—	Jan 1984	OIIEX vs DMTFX
DDVIX	Delaware Value Fund	Large Cap Value Equities	30	5.83%	—	Sep 1998	OIIEX vs DDVIX
CXHYX	Delaware National High-Yield Municipal Bond Fund	High Yield Muni	31	2.60%	—	Sep 1986	OIIEX vs CXHYX

Often Compared With OIIEX

Investors most often compare OIIEX with VOO, EPDPX, FSKLX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	OIIEX vs VOO
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	87	13.86%	—	Jan 2014	OIIEX vs EPDPX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	Foreign Large Cap Equities	9	3.96%	—	May 2015	OIIEX vs FSKLX
EPDIX	EuroPac International Dividend Income Fund	Foreign Large Cap Equities	87	13.98%	—	Jan 2014	OIIEX vs EPDIX
ANDIX	AQR International Defensive Style Fund	Foreign Large Cap Equities	—	—	—	Jul 2012	OIIEX vs ANDIX
SIMYX	SEI Institutional Managed Trust Tax-Managed Intern...	Foreign Large Cap Equities	26	6.18%	—	Oct 2016	OIIEX vs SIMYX
GSIMX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	19	6.45%	—	Dec 2016	OIIEX vs GSIMX
GTMIX	GMO Tax-Managed International Equities Fund	Foreign Large Cap Equities	88	14.34%	—	Jul 1998	OIIEX vs GTMIX
IVOIX	Delaware Ivy Mid Cap Income Opportunities Fund	Mid Cap Value Equities	16	6.62%	—	Oct 2014	OIIEX vs IVOIX
PZRIX	PIMCO RAE Global ex-US Fund	Foreign Large Cap Equities	84	15.07%	—	Jun 2015	OIIEX vs PZRIX
STEZX	AB International Strategic Equities Portfolio	Foreign Large Cap Equities	82	21.69%	—	Dec 2015	OIIEX vs STEZX
PTSIX	PIMCO RAE PLUS International Fund	Foreign Large Cap Equities	81	14.61%	—	Sep 2011	OIIEX vs PTSIX
TBGVX	Tweedy, Browne International Value Fund	Foreign Large Cap Equities	38	10.01%	—	Jun 1993	OIIEX vs TBGVX
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	19	6.39%	—	Dec 2016	OIIEX vs GSINX
APHIX	Artisan International Fund Institutional Class	Foreign Large Cap Equities	42	13.81%	—	Jul 1997	OIIEX vs APHIX
FIUSX	Delaware Opportunity Fund	Mid Cap Value Equities	82	18.81%	—	Aug 1992	OIIEX vs FIUSX
GQJPX	GQG Partners International Quality Dividend Income...	Foreign Large Cap Equities	25	6.21%	—	Jun 2021	OIIEX vs GQJPX
PPYPX	PIMCO RAE International Fund	Foreign Large Cap Equities	58	13.80%	—	Jun 2015	OIIEX vs PPYPX
KGIIX	Kopernik International Fund	Foreign Large Cap Equities	81	9.82%	—	Jun 2015	OIIEX vs KGIIX
ARTIX	Artisan International Fund	Foreign Large Cap Equities	42	13.73%	—	Dec 1995	OIIEX vs ARTIX

Compare OIIEX with Any Fund or Stock

Compare OIIEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair OIIEX with funds that move differently

Optimum International Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OIIEX.

Explore OIIEX Diversifiers

Optimum International Fund (OIIEX) Alternatives