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 | |
|---|---|---|---|---|---|
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | OIIEX vs FSOSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | OIIEX vs FHLFX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | OIIEX vs FSGEX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | OIIEX vs FIGSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | OIIEX vs FINVX |
Best Risk-Adjusted Alternatives to OIIEX
OIIEX has a PortfoliosLab risk / return rank of 37. There are 231 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 95 | — | Jul 1998 | OIIEX vs GTMIX | |
| SA International Value Fund | 93 | — | Aug 1999 | OIIEX vs SAHMX | |
| Touchstone International Equity Fund | 92 | — | Mar 1993 | OIIEX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 90 | — | Jun 2006 | OIIEX vs GIOTX | |
| DFA International Value III Portfolio | 89 | — | Feb 1995 | OIIEX vs DFVIX |
Top Performing OIIEX Alternatives (YTD)
OIIEX is at 14.98% YTD. There are 38 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 28.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 28.25% | — | Aug 1994 | OIIEX vs TIVFX | |
| Fidelity SAI International SMA Completion Fund | 24.09% | — | Apr 2019 | OIIEX vs FISZX | |
| Calamos International Growth Fund | 22.91% | — | Mar 2005 | OIIEX vs CIGIX | |
| Dunham International Stock Fund | 22.73% | — | Dec 2004 | OIIEX vs DCINX | |
| Lord Abbett International Growth Fund | 22.36% | — | Jun 2021 | OIIEX vs LIAGX |
Lowest Volatility Alternatives to OIIEX
OIIEX has 16.68% 1-year volatility. There are 293 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 8.26% | — | Nov 1997 | OIIEX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 8.27% | — | Feb 2017 | OIIEX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.28% | — | Sep 1996 | OIIEX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class I | 8.28% | — | Jul 1995 | OIIEX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.29% | — | Apr 1990 | OIIEX vs FAERX |
Lowest Drawdown Alternatives to OIIEX
OIIEX has a 1-year max drawdown of -11.93%. There are 235 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 | OIIEX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | OIIEX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | OIIEX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | OIIEX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | OIIEX vs FAERX |
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 | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 95 | 102.63% | — | Jun 1996 | OIIEX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 97 | 20.28% | — | Oct 1993 | OIIEX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 0.88% | — | Jun 2000 | OIIEX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 7 | 2.00% | — | Jun 2000 | OIIEX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 67 | 20.16% | — | Jun 1987 | OIIEX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 62 | 18.78% | — | Dec 1998 | OIIEX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 22 | 7.03% | — | Aug 2003 | OIIEX vs OILGX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 74 | 2.64% | — | Jan 1984 | OIIEX vs DMTFX | |
| Delaware Value Fund | Large Cap Value Equities | 37 | 7.20% | — | Sep 1998 | OIIEX vs DDVIX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 70 | 2.64% | — | Sep 1986 | OIIEX vs CXHYX |
Often Compared With OIIEX
Investors most often compare OIIEX with VOO, EPDPX, PTSIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare OIIEX with Any Fund or Stock
Compare OIIEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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