Cambiar Opportunity Portfolio (CAMOX) Alternatives
Cambiar Opportunity Portfolio (CAMOX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CAMOX. 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 CAMOX
CAMOX charges 0.85% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among CAMOX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | CAMOX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | CAMOX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | CAMOX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | CAMOX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | CAMOX vs TILVX |
Best Risk-Adjusted Alternatives to CAMOX
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | CAMOX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | CAMOX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | CAMOX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | CAMOX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | CAMOX vs VALAX |
Top Performing CAMOX Alternatives (YTD)
CAMOX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | CAMOX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | CAMOX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | CAMOX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | CAMOX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | CAMOX vs HFCVX |
Lowest Volatility Alternatives to CAMOX
CAMOX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | CAMOX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | CAMOX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | CAMOX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | CAMOX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | CAMOX vs ACIIX |
Lowest Drawdown Alternatives to CAMOX
CAMOX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | CAMOX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | CAMOX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | CAMOX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | CAMOX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | CAMOX vs PSECX |
Other Mutual Funds from Cambiar Funds
Most popular Cambiar Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Cambiar Small Cap Fund | Small Cap Blend Equities | 41 | 1.25% | Aug 31, 2004 | CAMOX vs CAMSX | |
| Cambiar SMID Fund | Mid Cap Blend Equities | 7 | 0.30% | May 31, 2011 | CAMOX vs CAMMX | |
| Cambiar International Equity Fund | Foreign Large Cap Equities | 25 | -5.49% | Sep 9, 2002 | CAMOX vs CAMIX |
Often Compared With CAMOX
What investors most often compare with CAMOX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| S&P 500 Index | 74 | -4.63% | — | CAMOX vs ^GSPC | ||
| Vanguard Dividend Appreciation ETF | Dividend | 55 | -1.77% | Dec 19, 2013 | CAMOX vs VIG | |
| Buffalo Flexible Income Fund | Large Cap Value Equities | 50 | 7.11% | Aug 12, 1994 | CAMOX vs BUFBX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | CAMOX vs FBGRX | |
| WisdomTree Efficient Gold Plus Equity Strategy Fun... | Gold | 89 | 2.08% | Mar 15, 2022 | CAMOX vs GDE | |
| Fidelity Mega Cap Stock Fund | Large Cap Blend Equities | 77 | -5.09% | Dec 28, 1998 | CAMOX vs FGRTX |
Compare CAMOX with Any Fund or Stock
Compare CAMOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.