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 120 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%	—	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%	238.00B	Nov 2000	LOMAX vs VVIAX

Best Risk-Adjusted Alternatives to LOMAX

LOMAX has a PortfoliosLab risk / return rank of 79. There are 76 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
FSWCX	Fidelity SAI U.S. Value Index Fund	95	—	Dec 2017	LOMAX vs FSWCX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	LOMAX vs SABTX

Top Performing LOMAX Alternatives (YTD)

LOMAX is at 8.88% YTD. There are 185 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.

Symbol	Name	YTD Return	AUM	Inception
YAFFX	AMG Yacktman Focused Fund	30.77%	—	May 1997	LOMAX vs YAFFX
PKAIX	PIMCO RAE US Fund	24.56%	—	Jun 2015	LOMAX vs PKAIX
VALAX	Al Frank Fund	23.13%	—	May 2006	LOMAX vs VALAX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	21.74%	—	Jun 2022	LOMAX vs AVLVX
PXTIX	PIMCO RAE PLUS Fund	20.74%	—	Jun 2005	LOMAX vs PXTIX

Lowest Volatility Alternatives to LOMAX

LOMAX has 9.76% 1-year volatility. There are 43 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	2.38%	—	Sep 2017	LOMAX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.64%	—	Feb 2021	LOMAX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.13%	—	Dec 1973	LOMAX vs RIDAX
FALIX	Fidelity Advisor Large Cap Fund Class I	8.06%	—	Feb 1996	LOMAX vs FALIX
FLCCX	Fidelity Advisor Large Cap Fund Class C	8.06%	—	Nov 1997	LOMAX vs FLCCX

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 -2.83%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BUFBX	Buffalo Flexible Income Fund	-2.83%	—	Aug 1994	LOMAX vs BUFBX
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
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, ^GSPC, PSECX. 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	71	11.55%	—	Nov 1998	LOMAX vs GRISX
^GSPC	S&P 500 Index		73	10.35%	—	—	LOMAX vs ^GSPC
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	12	3.23%	—	Jan 2011	LOMAX vs PSECX
RMFGX	American Mutual Fund Class R-6	Large Cap Value Equities	42	6.79%	—	Feb 1950	LOMAX vs RMFGX
BBLU	Ea Bridgeway Blue Chip ETF	Large Cap Growth Equities	79	10.22%	342.58M	Nov 2022	LOMAX vs BBLU
RWMGX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	39	6.01%	—	—	LOMAX vs RWMGX
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	93	27.59%	—	Dec 1984	LOMAX vs FOCPX
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	76	11.89%	35.12B	Feb 2022	LOMAX vs CGDV
SAIFX	ClearBridge Large Cap Value Fund	Large Cap Value Equities	46	7.59%	—	May 1958	LOMAX vs SAIFX
FLCNX	Fidelity Contrafund K6	Large Cap Growth Equities	34	7.76%	—	May 2017	LOMAX vs FLCNX
VCSAX	Vanguard Consumer Staples Index Fund Admiral Share...	Consumer Staples Equities	3	5.19%	9.50B	Jan 2004	LOMAX vs VCSAX
TRLIX	TIAA-CREF Large Cap Value Fund	Large Cap Value Equities	71	10.74%	—	Oct 2002	LOMAX vs TRLIX
MGV	Vanguard Mega Cap Value ETF	Large Cap Value Equities	82	13.14%	12.20B	Dec 2007	LOMAX vs MGV
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	57	11.26%	—	Feb 2001	LOMAX vs HDCTX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	51	6.76%	—	Jul 1999	LOMAX vs AUXFX
SPMO	Invesco S&P 500 Momentum ETF	Momentum, S&P 500	75	30.35%	19.93B	Oct 2015	LOMAX vs SPMO
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	14	17.13%	—	Jan 1984	LOMAX vs AVERX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	41	6.14%	6.45B	Aug 1994	LOMAX vs TWEIX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	73	12.57%	20.00B	Mar 2016	LOMAX vs VIHAX
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	22	10.15%	—	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