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% | 14.30B | 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 22. There are 37 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund Investor... | 90 | — | Aug 2023 | OPGIX vs HRIIX | |
| Hood River International Opportunity Fund | 90 | — | Sep 2021 | OPGIX vs HRIOX | |
| Virtus International Small-Cap Fund | 81 | — | Dec 1997 | OPGIX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 73 | — | Jan 2021 | OPGIX vs AVANX | |
| Avantis International Small Cap Value Fund Institu... | 71 | — | Dec 2019 | OPGIX vs AVDVX |
Top Performing OPGIX Alternatives (YTD)
OPGIX is at 12.39% YTD. There are 17 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 33.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 33.50% | — | Sep 2021 | OPGIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 33.42% | — | Aug 2023 | OPGIX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 25.02% | — | Nov 1993 | OPGIX vs LZISX | |
| Calamos International Small Cap Growth Fund | 22.94% | — | Mar 2022 | OPGIX vs CSGIX | |
| Artisan International Explorer Fund | 20.55% | — | May 2022 | OPGIX vs ARHBX |
Lowest Volatility Alternatives to OPGIX
OPGIX has 17.84% 1-year volatility. There are 85 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 | 12.30% | — | Jun 2012 | OPGIX vs MIDLX | |
| MFS International New Discovery Fund | 12.33% | — | Oct 1997 | OPGIX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.47% | — | Mar 2007 | OPGIX vs HLMSX | |
| Brandes International Small Cap Equity Fund Class ... | 12.71% | — | Feb 2012 | OPGIX vs BISMX |
Lowest Drawdown Alternatives to OPGIX
OPGIX has a 1-year max drawdown of -10.08%. There are 3 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 | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | OPGIX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | OPGIX vs ALOIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | OPGIX vs WISIX | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | OPGIX vs ARTJX |
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 | 59 | 18.33% | — | Oct 2020 | OPGIX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 44 | 12.58% | — | — | OPGIX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 12 | 8.06% | — | Jun 2005 | OPGIX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 25 | -10.19% | — | Jul 1983 | OPGIX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 81 | 20.08% | — | Jun 2001 | OPGIX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 68 | 11.85% | — | Oct 1968 | OPGIX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 34 | 7.24% | — | Feb 1988 | OPGIX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 82 | 27.97% | — | Jun 1999 | OPGIX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 66 | 7.21% | — | Aug 1960 | OPGIX vs ACEIX | |
| Invesco Global Fund | Global Equities | 18 | 7.93% | — | Dec 1969 | OPGIX vs OPPAX |
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