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 a closer substitute for your current allocation.
Cheapest Alternatives to OSMAX
OSMAX charges 1.33% annually. There are 68 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 | OSMAX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | OSMAX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | OSMAX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 14.30B | Feb 2019 | OSMAX vs VFSAX | |
| Avantis International Small Cap Value Fund Institu... | 0.36% | — | Dec 2019 | OSMAX vs AVDVX |
Best Risk-Adjusted Alternatives to OSMAX
OSMAX has a PortfoliosLab risk / return rank of 4. There are 90 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 89 | — | Sep 2021 | OSMAX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 89 | — | Aug 2023 | OSMAX vs HRIIX | |
| Virtus International Small-Cap Fund | 83 | — | Dec 1997 | OSMAX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 71 | — | Jan 2021 | OSMAX vs AVANX | |
| Avantis International Small Cap Value Fund Institu... | 69 | — | Dec 2019 | OSMAX vs AVDVX |
Top Performing OSMAX Alternatives (YTD)
OSMAX is at 1.44% YTD. There are 88 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 29.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 29.02% | — | Sep 2021 | OSMAX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 28.92% | — | Aug 2023 | OSMAX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 22.00% | — | Nov 1993 | OSMAX vs LZISX | |
| Calamos International Small Cap Growth Fund | 20.02% | — | Mar 2022 | OSMAX vs CSGIX | |
| Artisan International Explorer Fund | 19.33% | — | May 2022 | OSMAX vs ARHBX |
Lowest Volatility Alternatives to OSMAX
OSMAX has 14.44% 1-year volatility. There are 43 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.17% | — | Jun 2014 | OSMAX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.34% | — | Jun 2012 | OSMAX vs MIDLX | |
| MFS International New Discovery Fund | 12.37% | — | Oct 1997 | OSMAX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.50% | — | Mar 2007 | OSMAX vs HLMSX | |
| Brandes International Small Cap Equity Fund Class ... | 12.71% | — | Feb 2012 | OSMAX vs BISMX |
Lowest Drawdown Alternatives to OSMAX
OSMAX has a 1-year max drawdown of -12.10%. There are 53 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 | OSMAX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | OSMAX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | OSMAX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | OSMAX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | OSMAX vs WISIX |
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 | OSMAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 48 | 12.53% | — | — | OSMAX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 10 | 6.07% | — | Jun 2005 | OSMAX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 21 | -12.38% | — | Jul 1983 | OSMAX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 79 | 18.62% | — | Jun 2001 | OSMAX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 72 | 12.21% | — | Oct 1968 | OSMAX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 33 | 6.92% | — | Feb 1988 | OSMAX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 79 | 26.16% | — | Jun 1999 | OSMAX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 68 | 7.30% | — | Aug 1960 | OSMAX vs ACEIX | |
| Invesco Global Fund | Global Equities | 17 | 5.97% | — | Dec 1969 | OSMAX vs OPPAX |
Often Compared With OSMAX
Investors most often compare OSMAX with QVGIX, HSCZ, SPY. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare OSMAX with Any Fund or Stock
Compare OSMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OSMAX with funds that move differently
Invesco International Small-Mid Company Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OSMAX.
Explore OSMAX Diversifiers