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 116 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 | LOMAX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | LOMAX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | LOMAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | LOMAX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | LOMAX vs TILVX |
Best Risk-Adjusted Alternatives to LOMAX
LOMAX has a PortfoliosLab risk / return rank of 87. There are 64 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 | LOMAX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | LOMAX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | LOMAX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | LOMAX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | LOMAX vs AVLVX |
Top Performing LOMAX Alternatives (YTD)
LOMAX is at 13.29% YTD. There are 121 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 | LOMAX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | LOMAX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | LOMAX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | LOMAX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | LOMAX vs YAFFX |
Lowest Volatility Alternatives to LOMAX
LOMAX has 10.09% 1-year volatility. There are 51 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 | LOMAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | LOMAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | LOMAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | LOMAX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | LOMAX vs TMMAX |
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 | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | LOMAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | LOMAX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | LOMAX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | LOMAX vs TORYX | |
| 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.
Compare LOMAX with Any Fund or Stock
Compare LOMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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.
Explore LOMAX Diversifiers