Fairholme Fund (FAIRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FAIRX
FAIRX charges 1.00% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among FAIRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | FAIRX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | FAIRX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | FAIRX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | FAIRX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | FAIRX vs TILVX |
Best Risk-Adjusted Alternatives to FAIRX
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... | 94 | Mar 2, 2016 | FAIRX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | FAIRX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | FAIRX vs TOWFX | |
| Al Frank Fund | 87 | May 1, 2006 | FAIRX vs VALAX | |
| Neiman Large Cap Value Fund | 87 | Apr 1, 2003 | FAIRX vs NEIMX |
Top Performing FAIRX Alternatives (YTD)
FAIRX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 19.97% | Jan 1, 1984 | FAIRX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | FAIRX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | FAIRX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | FAIRX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | FAIRX vs SVAIX |
Lowest Volatility Alternatives to FAIRX
FAIRX 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 | 4.71% | Feb 1, 2021 | FAIRX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.54% | Dec 1, 1973 | FAIRX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | FAIRX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | FAIRX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | FAIRX vs ACIIX |
Lowest Drawdown Alternatives to FAIRX
FAIRX 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 | FAIRX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | FAIRX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | FAIRX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | FAIRX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | FAIRX vs RIDAX |
Other Mutual Funds from Fairholme
Most popular Fairholme mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fairholme Focused Income Fund | High Yield Bonds | 38 | 6.09% | Dec 31, 2009 | FAIRX vs FOCIX |
Often Compared With FAIRX
What investors most often compare with FAIRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| The St. Joe Company | 78 | 8.64% | — | FAIRX vs JOE | ||
| State Street SPDR S&P 500 ETF | S&P 500 | 59 | -3.65% | Jan 22, 1993 | FAIRX vs SPY | |
| S&P 500 Total Return | 72 | -3.64% | — | FAIRX vs ^SP500TR | ||
| Vanguard S&P 500 ETF | S&P 500 | 60 | -3.66% | Sep 7, 2010 | FAIRX vs VOO | |
| JPMorgan Chase & Co. | 68 | -7.92% | — | FAIRX vs JPM | ||
| Schwab U.S. Dividend Equity ETF | Dividend | 43 | 12.17% | Oct 20, 2011 | FAIRX vs SCHD | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 59 | -4.03% | Jun 1, 1999 | FAIRX vs SWTSX | |
| Vanguard Equity Income Fund Investor Shares | Large Cap Value Equities | 60 | 1.48% | Mar 21, 1988 | FAIRX vs VEIPX | |
| 1789 Growth and Income Fund | Large Cap Value Equities | 24 | -0.58% | Jan 21, 2011 | FAIRX vs PSECX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 73 | 9.21% | Nov 1, 1996 | FAIRX vs HFCVX |
Compare FAIRX with Any Fund or Stock
Compare FAIRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.