Oakmark Equity and Income Fund (OAKBX) Alternatives
Oakmark Equity and Income Fund (OAKBX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OAKBX. 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 OAKBX
OAKBX charges 0.83% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among OAKBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | OAKBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | OAKBX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | OAKBX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | OAKBX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | OAKBX vs BWBIX |
Best Risk-Adjusted Alternatives to OAKBX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | OAKBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | OAKBX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | OAKBX vs BERIX | |
| Nuveen Flexible Income Fund | 96 | Dec 8, 2009 | OAKBX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | OAKBX vs PMAIX |
Top Performing OAKBX Alternatives (YTD)
OAKBX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PGIM Real Assets Fund | 10.18% | Dec 29, 2010 | OAKBX vs PUDZX | |
| Thornburg Investment Income Builder Fund Class I | 9.82% | Dec 24, 2002 | OAKBX vs TIBIX | |
| DWS RREEF Real Assets Fund - Class A | 9.77% | Jul 30, 2007 | OAKBX vs AAAAX | |
| ICON Equity Income Fund | 9.60% | May 9, 2004 | OAKBX vs IOEZX | |
| Timothy Plan Defensive Strategies Fund | 9.31% | Nov 3, 2009 | OAKBX vs TPDAX |
Lowest Volatility Alternatives to OAKBX
OAKBX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | OAKBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.66% | Apr 8, 2012 | OAKBX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | OAKBX vs AVEFX | |
| American Funds College 2027 Fund | 3.50% | Sep 13, 2012 | OAKBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.68% | Nov 16, 2003 | OAKBX vs SICIX |
Lowest Drawdown Alternatives to OAKBX
OAKBX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | OAKBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | OAKBX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | OAKBX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | OAKBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | OAKBX vs SICIX |
Other Mutual Funds from Oakmark
Most popular Oakmark mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Oakmark Fund Investor Class | Large Cap Value Equities | 23 | -2.47% | Aug 5, 1991 | OAKBX vs OAKMX | |
| Oakmark Select Fund | Large Cap Value Equities | 13 | -7.99% | Nov 1, 1996 | OAKBX vs OAKLX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 23 | -2.41% | Nov 30, 2016 | OAKBX vs OANMX | |
| Oakmark International Fund | Foreign Large Cap Equities | 34 | -6.43% | Sep 29, 1992 | OAKBX vs OAKIX | |
| Oakmark Global Fund | Global Equities | 20 | -5.60% | Aug 3, 1999 | OAKBX vs OAKGX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 17 | -8.12% | Oct 31, 1995 | OAKBX vs OAKEX | |
| Oakmark Global Select Fund | Global Equities | 7 | -8.12% | Oct 1, 2006 | OAKBX vs OAKWX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 68 | 0.02% | Oct 4, 2020 | OAKBX vs OANCX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 19 | -2.39% | Dec 15, 2020 | OAKBX vs OAZMX | |
| Oakmark Fund Advisor Class | Large Cap Value Equities | 18 | -2.42% | Nov 30, 2016 | OAKBX vs OAYMX |
Often Compared With OAKBX
What investors most often compare with OAKBX, based on PortfoliosLab usage data.
Compare OAKBX with Any Fund or Stock
Compare OAKBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.