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
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
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	LOMAX vs VIVIX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	245.00B	Nov 2000	LOMAX vs VVIAX

Best Risk-Adjusted Alternatives to LOMAX

LOMAX has a PortfoliosLab risk / return rank of 85. There are 66 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
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	LOMAX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	LOMAX vs FGINX
VALAX	Al Frank Fund	96	—	May 2006	LOMAX vs VALAX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	LOMAX vs SABTX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	95	—	Jun 2022	LOMAX vs AVLVX

Top Performing LOMAX Alternatives (YTD)

LOMAX is at 10.68% YTD. There are 132 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.

Symbol	Name	YTD Return	AUM	Inception
VALAX	Al Frank Fund	25.18%	—	May 2006	LOMAX vs VALAX
YAFFX	AMG Yacktman Focused Fund	23.48%	—	May 1997	LOMAX vs YAFFX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	23.32%	—	Jun 2022	LOMAX vs AVLVX
PKAIX	PIMCO RAE US Fund	21.63%	—	Jun 2015	LOMAX vs PKAIX
NPRTX	Neuberger Berman Large Cap Value Fund	20.12%	—	Jan 1975	LOMAX vs NPRTX

Lowest Volatility Alternatives to LOMAX

LOMAX has 9.97% 1-year volatility. There are 41 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.41%	—	Sep 2017	LOMAX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.65%	—	Feb 2021	LOMAX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.38%	—	Dec 1973	LOMAX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.81%	—	Feb 1996	LOMAX vs FALGX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.36%	—	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
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 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	63	9.61%	—	Nov 1998	LOMAX vs GRISX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	12	2.12%	—	Jan 2011	LOMAX vs PSECX
RMFGX	American Mutual Fund Class R-6	Large Cap Value Equities	43	6.85%	—	Feb 1950	LOMAX vs RMFGX
^GSPC	S&P 500 Index		61	7.60%	—	—	LOMAX vs ^GSPC
BBLU	Ea Bridgeway Blue Chip ETF	Large Cap Growth Equities	67	7.07%	342.58M	Oct 2022	LOMAX vs BBLU
RWMGX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	39	5.61%	—	—	LOMAX vs RWMGX
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	90	27.02%	—	Dec 1984	LOMAX vs FOCPX
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	69	11.07%	36.32B	Feb 2022	LOMAX vs CGDV
SAIFX	ClearBridge Large Cap Value Fund	Large Cap Value Equities	65	9.96%	—	May 1958	LOMAX vs SAIFX
FLCNX	Fidelity Contrafund K6	Large Cap Growth Equities	33	7.82%	—	May 2017	LOMAX vs FLCNX
VCSAX	Vanguard Consumer Staples Index Fund Admiral Share...	Consumer Staples Equities	6	6.95%	9.10B	Jan 2004	LOMAX vs VCSAX
TRLIX	TIAA-CREF Large Cap Value Fund	Large Cap Value Equities	84	14.43%	—	Oct 2002	LOMAX vs TRLIX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	56	9.50%	—	Feb 2001	LOMAX vs HDCTX
SPMO	Invesco S&P 500 Momentum ETF	Momentum, S&P 500	68	29.91%	21.99B	Oct 2015	LOMAX vs SPMO
MGV	Vanguard Mega Cap Value ETF	Large Cap Value Equities	87	15.89%	12.70B	Dec 2007	LOMAX vs MGV
AUXFX	Auxier Focus Fund	Large Cap Value Equities	62	7.37%	—	Jul 1999	LOMAX vs AUXFX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	9	11.57%	—	Jan 1984	LOMAX vs AVERX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	51	7.32%	6.45B	Aug 1994	LOMAX vs TWEIX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	82	12.73%	20.50B	Mar 2016	LOMAX vs VIHAX
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	16	7.21%	—	Jun 2021	LOMAX vs GQHPX

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