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 a closer substitute for your current allocation.
Cheapest Alternatives to CAMOX
CAMOX charges 0.85% annually. There are 182 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | CAMOX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | CAMOX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | CAMOX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | CAMOX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | CAMOX vs VVIAX |
Best Risk-Adjusted Alternatives to CAMOX
CAMOX has a PortfoliosLab risk / return rank of 58. There are 194 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | CAMOX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | CAMOX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | CAMOX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | CAMOX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | CAMOX vs AVLVX |
Top Performing CAMOX Alternatives (YTD)
CAMOX is at 14.26% YTD. There are 101 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | CAMOX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | CAMOX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | CAMOX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | CAMOX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | CAMOX vs YAFFX |
Lowest Volatility Alternatives to CAMOX
CAMOX has 12.68% 1-year volatility. There are 254 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | CAMOX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | CAMOX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | CAMOX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | CAMOX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | CAMOX vs TMMAX |
Lowest Drawdown Alternatives to CAMOX
CAMOX has a 1-year max drawdown of -10.29%. There are 296 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | CAMOX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | CAMOX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | CAMOX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | CAMOX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | CAMOX vs SVAIX |
Other Mutual Funds from Cambiar Funds
The 3 most viewed Cambiar Funds mutual funds shown here include CAMSX, CAMMX, CAMIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cambiar Small Cap Fund | Small Cap Blend Equities | 48 | 19.55% | — | Aug 2004 | CAMOX vs CAMSX | |
| Cambiar SMID Fund | Mid Cap Blend Equities | 24 | 16.02% | — | May 2011 | CAMOX vs CAMMX | |
| Cambiar International Equity Fund | Foreign Large Cap Equities | 12 | 2.15% | — | Sep 2002 | CAMOX vs CAMIX |
Often Compared With CAMOX
Investors most often compare CAMOX with ^GSPC, VIG, FBGRX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare CAMOX with Any Fund or Stock
Compare CAMOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CAMOX with funds that move differently
Cambiar Opportunity Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CAMOX.
Explore CAMOX Diversifiers