BROAX vs. EPDPX
Compare and contrast key facts about BlackRock Advantage International Fund Class A (BROAX) and EuroPac International Dividend Income Fund Class A (EPDPX).
BROAX is managed by BlackRock. EPDPX is managed by Euro Pacific Asset Management. It was launched on Jan 10, 2014.
Performance
BROAX vs. EPDPX - Performance Comparison
Loading graphics...
BROAX vs. EPDPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BROAX BlackRock Advantage International Fund Class A | 1.37% | 32.13% | 6.52% | 19.11% | -13.70% | 12.82% | 7.04% | 21.37% | -15.30% | 23.76% |
EPDPX EuroPac International Dividend Income Fund Class A | 8.52% | 61.93% | 0.72% | 7.46% | 1.27% | 7.78% | 8.83% | 13.05% | -11.02% | 15.53% |
Returns By Period
In the year-to-date period, BROAX achieves a 1.37% return, which is significantly lower than EPDPX's 8.52% return. Over the past 10 years, BROAX has underperformed EPDPX with an annualized return of 9.15%, while EPDPX has yielded a comparatively higher 9.83% annualized return.
BROAX
- 1D
- 3.15%
- 1M
- -5.83%
- YTD
- 1.37%
- 6M
- 4.80%
- 1Y
- 22.18%
- 3Y*
- 16.07%
- 5Y*
- 9.45%
- 10Y*
- 9.15%
EPDPX
- 1D
- 2.47%
- 1M
- -6.52%
- YTD
- 8.52%
- 6M
- 18.76%
- 1Y
- 47.83%
- 3Y*
- 21.55%
- 5Y*
- 14.82%
- 10Y*
- 9.83%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BROAX vs. EPDPX - Expense Ratio Comparison
BROAX has a 0.75% expense ratio, which is lower than EPDPX's 1.52% expense ratio.
Return for Risk
BROAX vs. EPDPX — Risk / Return Rank
BROAX
EPDPX
BROAX vs. EPDPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage International Fund Class A (BROAX) and EuroPac International Dividend Income Fund Class A (EPDPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BROAX | EPDPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 2.99 | -1.71 |
Sortino ratioReturn per unit of downside risk | 1.77 | 3.53 | -1.76 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.57 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | 1.89 | 4.39 | -2.50 |
Martin ratioReturn relative to average drawdown | 7.25 | 17.85 | -10.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BROAX | EPDPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 2.99 | -1.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 1.06 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.66 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.45 | -0.12 |
Correlation
The correlation between BROAX and EPDPX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BROAX vs. EPDPX - Dividend Comparison
BROAX's dividend yield for the trailing twelve months is around 6.91%, more than EPDPX's 5.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BROAX BlackRock Advantage International Fund Class A | 6.91% | 7.00% | 3.33% | 2.50% | 3.14% | 8.30% | 1.51% | 2.49% | 2.48% | 0.58% | 1.83% | 0.49% |
EPDPX EuroPac International Dividend Income Fund Class A | 5.68% | 6.55% | 3.82% | 3.08% | 2.56% | 2.07% | 1.70% | 2.43% | 2.66% | 2.69% | 2.24% | 3.58% |
Drawdowns
BROAX vs. EPDPX - Drawdown Comparison
The maximum BROAX drawdown since its inception was -54.78%, which is greater than EPDPX's maximum drawdown of -39.21%. Use the drawdown chart below to compare losses from any high point for BROAX and EPDPX.
Loading graphics...
Drawdown Indicators
| BROAX | EPDPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.78% | -39.21% | -15.57% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -10.96% | -0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -28.42% | -21.06% | -7.36% |
Max Drawdown (10Y)Largest decline over 10 years | -36.60% | -33.34% | -3.26% |
Current DrawdownCurrent decline from peak | -7.65% | -7.16% | -0.49% |
Average DrawdownAverage peak-to-trough decline | -10.19% | -11.30% | +1.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 2.70% | +0.23% |
Volatility
BROAX vs. EPDPX - Volatility Comparison
BlackRock Advantage International Fund Class A (BROAX) has a higher volatility of 7.87% compared to EuroPac International Dividend Income Fund Class A (EPDPX) at 7.11%. This indicates that BROAX's price experiences larger fluctuations and is considered to be riskier than EPDPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BROAX | EPDPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.87% | 7.11% | +0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 11.37% | 11.64% | -0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.55% | 16.26% | +1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.97% | 14.07% | +1.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.31% | 14.88% | +1.43% |