Oakmark International Small Cap Fund (OAKEX) belongs to the Foreign Small & Mid Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OAKEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OAKEX
OAKEX charges 1.34% annually. There are 69 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | OAKEX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | OAKEX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | OAKEX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 13.80B | Feb 2019 | OAKEX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | — | Aug 2008 | OAKEX vs DFVQX |
Best Risk-Adjusted Alternatives to OAKEX
OAKEX has a PortfoliosLab risk / return rank of 11. There are 83 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus International Small-Cap Fund | 88 | — | Dec 1997 | OAKEX vs ALOIX | |
| Avantis International Small Cap Value Fund Institu... | 82 | — | Dec 2019 | OAKEX vs AVDVX | |
| Avantis International Small Cap Value Fund Class G | 81 | — | Jan 2021 | OAKEX vs AVANX | |
| RBB Free Market International Equity Fund | 80 | — | Dec 2007 | OAKEX vs FMNEX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 78 | — | Jun 2020 | OAKEX vs HWTIX |
Top Performing OAKEX Alternatives (YTD)
OAKEX is at 5.06% YTD. There are 86 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 25.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | 25.92% | — | May 2022 | OAKEX vs ARHBX | |
| Hood River International Opportunity Fund | 22.33% | — | Sep 2021 | OAKEX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 22.22% | — | Aug 2023 | OAKEX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 21.53% | — | Nov 1993 | OAKEX vs LZISX | |
| AMG Yacktman Special Opportunities Fund | 18.06% | — | Jun 2014 | OAKEX vs YASLX |
Lowest Volatility Alternatives to OAKEX
OAKEX has 15.13% 1-year volatility. There are 50 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.07% | — | Jun 2014 | OAKEX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.51% | — | Jun 2012 | OAKEX vs MIDLX | |
| MFS International New Discovery Fund | 12.54% | — | Oct 1997 | OAKEX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.71% | — | Mar 2007 | OAKEX vs HLMSX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | 12.86% | — | Apr 2008 | OAKEX vs QUSIX |
Lowest Drawdown Alternatives to OAKEX
OAKEX has a 1-year max drawdown of -17.18%. There are 93 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | OAKEX vs ARHBX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | OAKEX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | OAKEX vs OPGIX | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | OAKEX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | — | Jun 2014 | OAKEX vs YASLX |
Other Mutual Funds from Oakmark
The 10 most viewed Oakmark mutual funds shown here include OAKMX, OAKBX, OAKLX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Oakmark Fund Investor Class | Large Cap Value Equities | 47 | 7.17% | — | Aug 1991 | OAKEX vs OAKMX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 49 | 5.41% | — | Oct 1995 | OAKEX vs OAKBX | |
| Oakmark Select Fund | Large Cap Value Equities | 51 | 10.18% | — | Nov 1996 | OAKEX vs OAKLX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 48 | 7.31% | — | Nov 2016 | OAKEX vs OANMX | |
| Oakmark International Fund | Foreign Large Cap Equities | 33 | 7.17% | — | Sep 1992 | OAKEX vs OAKIX | |
| Oakmark Global Fund | Global Equities | 38 | 6.53% | — | Aug 1999 | OAKEX vs OAKGX | |
| Oakmark Global Select Fund | Global Equities | 19 | 2.39% | — | Oct 2006 | OAKEX vs OAKWX | |
| Oakmark Fund Advisor Class | Large Cap Value Equities | 45 | 7.27% | — | Nov 2016 | OAKEX vs OAYMX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 45 | 7.35% | — | Dec 2020 | OAKEX vs OAZMX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 18 | 0.00% | — | Oct 2020 | OAKEX vs OANCX |
Often Compared With OAKEX
Investors most often compare OAKEX with DISVX, ARTKX, AVDV. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare OAKEX with Any Fund or Stock
Compare OAKEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OAKEX with funds that move differently
Oakmark International Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OAKEX.
Explore OAKEX Diversifiers