Oakmark International Small Cap Fund (OAKEX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to OAKEX
OAKEX charges 1.34% annually. Among mutual funds in the Foreign Small & Mid Cap Equities category, these options have the lowest expense ratios among OAKEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | Dec 3, 2009 | OAKEX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | Jun 25, 2021 | OAKEX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | Apr 2, 2009 | OAKEX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | Feb 7, 2019 | OAKEX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | Aug 13, 2008 | OAKEX vs DFVQX |
Best Risk-Adjusted Alternatives to OAKEX
Among mutual funds in the Foreign Small & Mid Cap Equities 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 | |
|---|---|---|---|---|
| Kopernik Global All-Cap Fund | 98 | Oct 31, 2013 | OAKEX vs KGGIX | |
| Kopernik Global All-Cap Fund Class A | 98 | Nov 1, 2013 | OAKEX vs KGGAX | |
| Hood River International Opportunity Fund Investor... | 98 | Aug 11, 2023 | OAKEX vs HRIIX | |
| Hood River International Opportunity Fund | 97 | Sep 27, 2021 | OAKEX vs HRIOX | |
| Avantis International Small Cap Value Fund | 96 | Dec 3, 2019 | OAKEX vs AVDVX |
Top Performing OAKEX Alternatives (YTD)
OAKEX alternatives from the Foreign Small & Mid Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Hood River International Opportunity Fund | 10.79% | Sep 27, 2021 | OAKEX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 10.76% | Aug 11, 2023 | OAKEX vs HRIIX | |
| AMG Yacktman Special Opportunities Fund | 9.59% | Jun 29, 2014 | OAKEX vs YASLX | |
| Kopernik Global All-Cap Fund | 7.35% | Oct 31, 2013 | OAKEX vs KGGIX | |
| Kopernik Global All-Cap Fund Class A | 7.29% | Nov 1, 2013 | OAKEX vs KGGAX |
Lowest Volatility Alternatives to OAKEX
OAKEX alternatives from the Foreign Small & Mid Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS International New Discovery Fund Class R6 | 12.28% | Jun 1, 2012 | OAKEX vs MIDLX | |
| MFS International New Discovery Fund | 12.29% | Oct 8, 1997 | OAKEX vs MWNIX | |
| AMG Yacktman Special Opportunities Fund | 13.09% | Jun 29, 2014 | OAKEX vs YASLX | |
| Artisan International Explorer Fund | 13.19% | May 15, 2022 | OAKEX vs ARHBX | |
| Harding Loevner International Small Companies Port... | 13.41% | Mar 25, 2007 | OAKEX vs HLMSX |
Lowest Drawdown Alternatives to OAKEX
OAKEX alternatives from the Foreign Small & Mid Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | May 15, 2022 | OAKEX vs ARHBX | |
| William Blair International Small Cap Growth Fund | -10.09% | Oct 31, 2005 | OAKEX vs WISIX | |
| Artisan International Small-Mid Fund | -10.10% | Dec 20, 2001 | OAKEX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | Jun 29, 2014 | OAKEX vs YASLX | |
| Virtus International Small-Cap Fund | -10.41% | Dec 30, 1997 | OAKEX vs ALOIX |
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 | OAKEX vs OAKMX | |
| Oakmark Select Fund | Large Cap Value Equities | 13 | -7.99% | Nov 1, 1996 | OAKEX vs OAKLX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 22 | -3.14% | Oct 31, 1995 | OAKEX vs OAKBX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 23 | -2.41% | Nov 30, 2016 | OAKEX vs OANMX | |
| Oakmark International Fund | Foreign Large Cap Equities | 34 | -6.43% | Sep 29, 1992 | OAKEX vs OAKIX | |
| Oakmark Global Fund | Global Equities | 20 | -5.60% | Aug 3, 1999 | OAKEX vs OAKGX | |
| Oakmark Global Select Fund | Global Equities | 7 | -8.12% | Oct 1, 2006 | OAKEX vs OAKWX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 68 | 0.02% | Oct 4, 2020 | OAKEX vs OANCX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 19 | -2.39% | Dec 15, 2020 | OAKEX vs OAZMX | |
| Oakmark Fund Advisor Class | Large Cap Value Equities | 18 | -2.42% | Nov 30, 2016 | OAKEX vs OAYMX |
Often Compared With OAKEX
What investors most often compare with OAKEX, 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.