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 183 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 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | CAMOX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | CAMOX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | CAMOX vs TILVX |
Best Risk-Adjusted Alternatives to CAMOX
CAMOX has a PortfoliosLab risk / return rank of 79. There are 186 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | CAMOX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | CAMOX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | CAMOX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | CAMOX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | CAMOX vs MALVX |
Top Performing CAMOX Alternatives (YTD)
CAMOX is at 15.24% YTD. There are 119 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | CAMOX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | CAMOX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | CAMOX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | CAMOX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | CAMOX vs YAFFX |
Lowest Volatility Alternatives to CAMOX
CAMOX has 12.79% 1-year volatility. There are 251 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | CAMOX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | CAMOX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | CAMOX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | CAMOX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | CAMOX vs ACIIX |
Lowest Drawdown Alternatives to CAMOX
CAMOX has a 1-year max drawdown of -10.29%. There are 294 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 Equity Income 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 | 68 | 19.93% | — | Aug 2004 | CAMOX vs CAMSX | |
| Cambiar SMID Fund | Mid Cap Blend Equities | 46 | 18.17% | — | May 2011 | CAMOX vs CAMMX | |
| Cambiar International Equity Fund | Foreign Large Cap Equities | 27 | 4.80% | — | Sep 2002 | CAMOX vs CAMIX |
Often Compared With CAMOX
Investors most often compare CAMOX with ^GSPC, VIG, FBGRX. These 20 comparison targets span 9 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