Invesco Global Fund (OPPAX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OPPAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OPPAX
OPPAX charges 1.04% annually. There are 146 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | OPPAX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | OPPAX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | OPPAX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | OPPAX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | OPPAX vs UCEQX |
Best Risk-Adjusted Alternatives to OPPAX
OPPAX has a PortfoliosLab risk / return rank of 17. There are 192 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | OPPAX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | OPPAX vs EPSYX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | OPPAX vs FMIEX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | OPPAX vs JGYIX | |
| LSV Global Managed Volatility Fund | 92 | — | Jun 2014 | OPPAX vs LVAFX |
Top Performing OPPAX Alternatives (YTD)
OPPAX is at 5.97% YTD. There are 174 mutual funds in the Global Equities category with higher YTD returns, going as high as 29.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 29.92% | — | Nov 2016 | OPPAX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.47% | — | Jan 1987 | OPPAX vs OBEGX | |
| LSV Global Value Fund | 22.92% | — | Jun 2014 | OPPAX vs LVAGX | |
| Ariel Global Fund | 21.83% | — | Dec 2011 | OPPAX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 20.51% | — | — | OPPAX vs YFSNX |
Lowest Volatility Alternatives to OPPAX
OPPAX has 19.17% 1-year volatility. There are 214 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | OPPAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | OPPAX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | OPPAX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | OPPAX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.57% | — | Jan 2016 | OPPAX vs SGMAX |
Lowest Drawdown Alternatives to OPPAX
OPPAX has a 1-year max drawdown of -16.26%. There are 223 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | OPPAX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | OPPAX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | OPPAX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | OPPAX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | OPPAX vs CSUAX |
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 | 51 | 16.09% | — | Oct 2020 | OPPAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 48 | 12.53% | — | — | OPPAX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 10 | 6.07% | — | Jun 2005 | OPPAX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 21 | -12.38% | — | Jul 1983 | OPPAX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 79 | 18.62% | — | Jun 2001 | OPPAX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 72 | 12.21% | — | Oct 1968 | OPPAX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 33 | 6.92% | — | Feb 1988 | OPPAX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 79 | 26.16% | — | Jun 1999 | OPPAX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 68 | 7.30% | — | Aug 1960 | OPPAX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 50 | 12.68% | — | Jul 1997 | OPPAX vs VADDX |
Often Compared With OPPAX
Investors most often compare OPPAX with OSMAX, FXAIX, VOO. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare OPPAX with Any Fund or Stock
Compare OPPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OPPAX with funds that move differently
Invesco Global Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OPPAX.
Explore OPPAX Diversifiers