Fairholme Fund (FAIRX) 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 FAIRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FAIRX
FAIRX charges 1.00% annually. There are 241 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 | FAIRX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | FAIRX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FAIRX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FAIRX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | FAIRX vs TILVX |
Best Risk-Adjusted Alternatives to FAIRX
FAIRX has a PortfoliosLab risk / return rank of 15. There are 304 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 | FAIRX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | FAIRX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | FAIRX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | FAIRX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | FAIRX vs AVLVX |
Top Performing FAIRX Alternatives (YTD)
FAIRX is at 2.93% YTD. There are 314 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 | FAIRX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | FAIRX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | FAIRX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | FAIRX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | FAIRX vs YAFFX |
Lowest Volatility Alternatives to FAIRX
FAIRX has 24.93% 1-year volatility. There are 320 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 | FAIRX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | FAIRX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | FAIRX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | FAIRX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | FAIRX vs TMMAX |
Lowest Drawdown Alternatives to FAIRX
FAIRX has a 1-year max drawdown of -14.55%. There are 315 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 | FAIRX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FAIRX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FAIRX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | FAIRX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FAIRX vs SVAIX |
Other Mutual Funds from Fairholme
The 1 most viewed Fairholme mutual funds shown here include FOCIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fairholme Focused Income Fund | High Yield Bonds | 47 | 8.79% | — | Dec 2009 | FAIRX vs FOCIX |
Often Compared With FAIRX
Investors most often compare FAIRX with JOE, SPY, ^SP500TR. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare FAIRX with Any Fund or Stock
Compare FAIRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FAIRX with funds that move differently
Fairholme Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FAIRX.
Explore FAIRX Diversifiers