Edgar Lomax Value Fund (LOMAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LOMAX
LOMAX charges 0.70% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among LOMAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | LOMAX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | LOMAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | LOMAX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | LOMAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | LOMAX vs TILVX |
Best Risk-Adjusted Alternatives to LOMAX
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... | 92 | Mar 2, 2016 | LOMAX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | LOMAX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | LOMAX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | LOMAX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | LOMAX vs VALAX |
Top Performing LOMAX Alternatives (YTD)
LOMAX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | LOMAX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | LOMAX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | LOMAX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | LOMAX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | LOMAX vs HFCVX |
Lowest Volatility Alternatives to LOMAX
LOMAX 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 | 4.68% | Feb 1, 2021 | LOMAX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | LOMAX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | LOMAX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | LOMAX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | LOMAX vs ACIIX |
Lowest Drawdown Alternatives to LOMAX
LOMAX 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 | LOMAX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | LOMAX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | LOMAX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | LOMAX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | LOMAX vs PSECX |
Often Compared With LOMAX
What investors most often compare with LOMAX, based on PortfoliosLab usage data.
Compare LOMAX with Any Fund or Stock
Compare LOMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.