Invesco Global Opportunities Fund Class A (OPGIX) belongs to the Foreign Small & Mid 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 OPGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OPGIX
OPGIX charges 1.04% annually. There are 37 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | OPGIX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | OPGIX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | OPGIX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 13.80B | Feb 2019 | OPGIX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | — | Aug 2008 | OPGIX vs DFVQX |
Best Risk-Adjusted Alternatives to OPGIX
OPGIX has a PortfoliosLab risk / return rank of 30. There are 44 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus International Small-Cap Fund | 88 | — | Dec 1997 | OPGIX vs ALOIX | |
| Avantis International Small Cap Value Fund Institu... | 85 | — | Dec 2019 | OPGIX vs AVDVX | |
| Avantis International Small Cap Value Fund Class G | 85 | — | Jan 2021 | OPGIX vs AVANX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 83 | — | Jun 2020 | OPGIX vs HWTIX | |
| RBB Free Market International Equity Fund | 82 | — | Dec 2007 | OPGIX vs FMNEX |
Top Performing OPGIX Alternatives (YTD)
OPGIX is at 12.37% YTD. There are 18 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 24.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | 24.77% | — | May 2022 | OPGIX vs ARHBX | |
| Hood River International Opportunity Fund | 19.05% | — | Sep 2021 | OPGIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 18.99% | — | Aug 2023 | OPGIX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 18.32% | — | Nov 1993 | OPGIX vs LZISX | |
| AMG Yacktman Special Opportunities Fund | 17.51% | — | Jun 2014 | OPGIX vs YASLX |
Lowest Volatility Alternatives to OPGIX
OPGIX has 18.19% 1-year volatility. There are 83 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.14% | — | Jun 2014 | OPGIX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.47% | — | Jun 2012 | OPGIX vs MIDLX | |
| MFS International New Discovery Fund | 12.50% | — | Oct 1997 | OPGIX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.64% | — | Mar 2007 | OPGIX vs HLMSX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | 12.83% | — | Apr 2008 | OPGIX vs QUSIX |
Lowest Drawdown Alternatives to OPGIX
OPGIX has a 1-year max drawdown of -10.08%. There are 2 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | OPGIX vs ARHBX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | OPGIX vs ALOIX | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | OPGIX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | — | Jun 2014 | OPGIX vs YASLX | |
| Pear Tree Polaris International Opportunities Fund | -10.48% | — | Jan 2019 | OPGIX vs QISIX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, VAFAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 38 | 11.50% | — | Oct 2020 | OPGIX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 68 | 13.11% | — | — | OPGIX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 8 | 2.06% | — | Jun 2005 | OPGIX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 35 | -8.91% | — | Jul 1983 | OPGIX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 74 | 14.48% | — | Jun 2001 | OPGIX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 83 | 12.80% | — | Oct 1968 | OPGIX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 76 | 21.61% | — | Jun 1999 | OPGIX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 34 | 6.19% | — | Feb 1988 | OPGIX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 74 | 7.11% | — | Aug 1960 | OPGIX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 69 | 13.28% | — | Jul 1997 | OPGIX vs VADDX |
Often Compared With OPGIX
Investors most often compare OPGIX with FXAIX, VOO, VXUS. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare OPGIX with Any Fund or Stock
Compare OPGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OPGIX with funds that move differently
Invesco Global Opportunities Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OPGIX.
Explore OPGIX Diversifiers