Invesco International Small-Mid Company Fund (OSMAX) Alternatives
Invesco International Small-Mid Company Fund (OSMAX) 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 OSMAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to OSMAX
OSMAX charges 1.33% annually. Among mutual funds in the Foreign Small & Mid Cap Equities category, these options have the lowest expense ratios among OSMAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | Dec 3, 2009 | OSMAX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | Jun 25, 2021 | OSMAX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | Apr 2, 2009 | OSMAX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | Feb 7, 2019 | OSMAX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | Aug 13, 2008 | OSMAX vs DFVQX |
Best Risk-Adjusted Alternatives to OSMAX
Among mutual funds in the Foreign Small & Mid Cap Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Kopernik Global All-Cap Fund | 97 | Oct 31, 2013 | OSMAX vs KGGIX | |
| Kopernik Global All-Cap Fund Class A | 97 | Nov 1, 2013 | OSMAX vs KGGAX | |
| Hood River International Opportunity Fund | 97 | Sep 27, 2021 | OSMAX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 97 | Aug 11, 2023 | OSMAX vs HRIIX | |
| Avantis International Small Cap Value Fund | 94 | Dec 3, 2019 | OSMAX vs AVDVX |
Top Performing OSMAX Alternatives (YTD)
OSMAX alternatives from the Foreign Small & Mid Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 7.56% | Jun 29, 2014 | OSMAX vs YASLX | |
| Hood River International Opportunity Fund | 6.18% | Sep 27, 2021 | OSMAX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 6.14% | Aug 11, 2023 | OSMAX vs HRIIX | |
| Kopernik Global All-Cap Fund | 4.70% | Oct 31, 2013 | OSMAX vs KGGIX | |
| Kopernik Global All-Cap Fund Class A | 4.60% | Nov 1, 2013 | OSMAX vs KGGAX |
Lowest Volatility Alternatives to OSMAX
OSMAX alternatives from the Foreign Small & Mid Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS International New Discovery Fund Class R6 | 12.10% | Jun 1, 2012 | OSMAX vs MIDLX | |
| MFS International New Discovery Fund | 12.11% | Oct 8, 1997 | OSMAX vs MWNIX | |
| AMG Yacktman Special Opportunities Fund | 12.99% | Jun 29, 2014 | OSMAX vs YASLX | |
| Artisan International Explorer Fund | 13.06% | May 15, 2022 | OSMAX vs ARHBX | |
| Harding Loevner International Small Companies Port... | 13.26% | Mar 25, 2007 | OSMAX vs HLMSX |
Lowest Drawdown Alternatives to OSMAX
OSMAX alternatives from the Foreign Small & Mid Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | May 15, 2022 | OSMAX vs ARHBX | |
| William Blair International Small Cap Growth Fund | -10.09% | Oct 31, 2005 | OSMAX vs WISIX | |
| Artisan International Small-Mid Fund | -10.10% | Dec 20, 2001 | OSMAX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | Jun 29, 2014 | OSMAX vs YASLX | |
| Grandeur Peak International Stalwarts Fund | -10.42% | Aug 31, 2015 | OSMAX vs GISOX |
Other Mutual Funds from Invesco
Most popular Invesco mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 48 | -8.99% | Oct 13, 2020 | OSMAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 28 | -1.47% | — | OSMAX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | -13.54% | Jun 23, 2005 | OSMAX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 92 | 0.44% | Jul 18, 1983 | OSMAX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 36 | -2.22% | Oct 7, 1968 | OSMAX vs ACSTX | |
| Invesco Global Fund | Global Equities | 9 | -13.35% | Dec 21, 1969 | OSMAX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 20 | -9.61% | Feb 3, 1988 | OSMAX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 56 | -1.20% | Aug 2, 1960 | OSMAX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 29 | -1.41% | Jul 28, 1997 | OSMAX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 76 | 3.20% | Jun 25, 2001 | OSMAX vs VVOAX |
Often Compared With OSMAX
What investors most often compare with OSMAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Global Allocation Fund | Global Allocation | 55 | -1.71% | Oct 31, 1991 | OSMAX vs QVGIX | |
| iShares Currency Hedged MSCI EAFE Small Cap ETF | Foreign Small & Mid Cap Equities | 90 | 1.96% | Jun 29, 2015 | OSMAX vs HSCZ | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | OSMAX vs SPY | |
| Invesco S&P 500 Momentum ETF | S&P 500 | 66 | -5.78% | Oct 9, 2015 | OSMAX vs SPMO | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | OSMAX vs QQQ | |
| Avantis International Small Cap Value ETF | Foreign Small & Mid Cap Equities | 96 | 6.39% | Sep 24, 2019 | OSMAX vs AVDV | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 33 | -2.47% | Dec 30, 1992 | OSMAX vs PRDGX | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | OSMAX vs SCHD | |
| Fidelity ZERO Extended Market Index Fund | Mid Cap Blend Equities | 46 | -1.78% | — | OSMAX vs FZIPX | |
| Invesco Developing Markets Fund | Emerging Markets Diversified | 77 | -0.03% | Nov 17, 1996 | OSMAX vs ODMAX |
Compare OSMAX with Any Fund or Stock
Compare OSMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.