LOMAX Alternatives & Similar Mutual Funds

Edgar Lomax Value Fund (LOMAX) 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 LOMAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to LOMAX

LOMAX charges 0.70% annually. There are 117 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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	LOMAX vs FBLEX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.03%	—	Jul 1998	LOMAX vs VIVIX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	LOMAX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	LOMAX vs SWLVX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	254.20B	Nov 2000	LOMAX vs VVIAX

Best Risk-Adjusted Alternatives to LOMAX

LOMAX has a PortfoliosLab risk / return rank of 95. There are 35 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
FGIPX	Nomura Growth and Income Fund Institutional Class	98	—	Oct 1993	LOMAX vs FGIPX
PKAIX	PIMCO RAE US Fund	98	—	Jun 2015	LOMAX vs PKAIX
FGINX	Delaware Growth and Income Fund	98	—	Oct 1993	LOMAX vs FGINX
LSVVX	LSV Conservative Value Equity Fund	97	—	Mar 2007	LOMAX vs LSVVX
MALVX	BlackRock Advantage Large Cap Value Fund	97	—	Dec 1999	LOMAX vs MALVX

Top Performing LOMAX Alternatives (YTD)

LOMAX is at 16.27% YTD. There are 97 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
PKAIX	PIMCO RAE US Fund	30.28%	—	Jun 2015	LOMAX vs PKAIX
LEXCX	Voya Corporate Leaders Trust Fund	29.09%	—	Nov 1935	LOMAX vs LEXCX
PXTIX	PIMCO RAE PLUS Fund	25.37%	—	Jun 2005	LOMAX vs PXTIX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	24.65%	—	Jun 2022	LOMAX vs AVLVX
YAFFX	AMG Yacktman Focused Fund	24.36%	—	May 1997	LOMAX vs YAFFX

Lowest Volatility Alternatives to LOMAX

LOMAX has 10.14% 1-year volatility. There are 45 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
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.64%	—	Feb 2021	LOMAX vs ACTIX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.26%	—	Feb 1996	LOMAX vs FALGX
RIDAX	The Income Fund of America Class R-1	7.37%	—	Dec 1973	LOMAX vs RIDAX
TWEIX	American Century Equity Income Fund	8.59%	6.45B	Aug 1994	LOMAX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	8.61%	—	Jul 1998	LOMAX vs ACIIX

Lowest Drawdown Alternatives to LOMAX

LOMAX has a 1-year max drawdown of -4.86%. There are 6 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
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	LOMAX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	LOMAX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	LOMAX vs BUFBX
TORYX	Torray Equity Income Fund	-4.50%	—	Dec 1990	LOMAX vs TORYX
SVAIX	Federated Hermes Strategic Value Dividend Fund	-4.66%	—	Mar 2005	LOMAX vs SVAIX

Often Compared With LOMAX

Investors most often compare LOMAX with GRISX, PSECX, RMFGX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GRISX	Nationwide S&P 500 Index Fund	S&P 500	58	9.12%	—	Nov 1998	LOMAX vs GRISX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	25	6.35%	—	Jan 2011	LOMAX vs PSECX
RMFGX	American Mutual Fund Class R-6	Large Cap Value Equities	64	9.85%	—	Feb 1950	LOMAX vs RMFGX
VALAX	Al Frank Fund	Large Cap Value Equities	93	20.70%	—	May 2006	LOMAX vs VALAX
^GSPC	S&P 500 Index		68	9.41%	—	—	LOMAX vs ^GSPC
BBLU	Ea Bridgeway Blue Chip ETF	Large Cap Growth Equities	80	10.22%	342.58M	Oct 2022	LOMAX vs BBLU
RWMGX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	62	9.20%	—	May 2009	LOMAX vs RWMGX
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	76	18.16%	—	Dec 1984	LOMAX vs FOCPX
SAIFX	ClearBridge Large Cap Value Fund	Large Cap Value Equities	85	13.51%	—	May 1958	LOMAX vs SAIFX
VCSAX	Vanguard Consumer Staples Index Fund Admiral Share...	Consumer Staples Equities	17	10.73%	9.20B	Jan 2004	LOMAX vs VCSAX
FLCNX	Fidelity Contrafund K6	Large Cap Growth Equities	25	5.32%	—	May 2017	LOMAX vs FLCNX
TRLIX	TIAA-CREF Large Cap Value Fund	Large Cap Value Equities	91	17.41%	—	Oct 2002	LOMAX vs TRLIX
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	80	14.16%	37.18B	Feb 2022	LOMAX vs CGDV
SPMO	Invesco S&P 500 Momentum ETF	Momentum, S&P 500	46	21.07%	21.05B	Oct 2015	LOMAX vs SPMO
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	36	6.06%	—	Feb 2001	LOMAX vs HDCTX
MGV	Vanguard Mega Cap Value ETF	Large Cap Value Equities	94	16.77%	13.30B	Dec 2007	LOMAX vs MGV
AUXFX	Auxier Focus Fund	Large Cap Value Equities	89	11.54%	—	Jul 1999	LOMAX vs AUXFX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	94	18.05%	20.40B	Mar 2016	LOMAX vs VIHAX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	39	20.05%	—	Jan 1984	LOMAX vs AVERX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	95	19.10%	—	Apr 2003	LOMAX vs NEIMX

Compare LOMAX with Any Fund or Stock

Compare LOMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Pair LOMAX with funds that move differently

Edgar Lomax Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LOMAX.

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Edgar Lomax Value Fund (LOMAX) Alternatives