Oakmark Global Fund (OAKGX) Alternatives

Oakmark Global Fund (OAKGX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OAKGX. 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 OAKGX

OAKGX charges 1.11% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among OAKGX alternatives.

Symbol	Name	Expense Ratio	Inception
GMGEX	GMO Global Equity Allocation Fund	0.01%	Nov 25, 1996	OAKGX vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	Jun 15, 2005	OAKGX vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	Sep 17, 2014	OAKGX vs SSGLX
UCEQX	USAA Cornerstone Equity Fund	0.09%	Jun 7, 2012	OAKGX vs UCEQX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	0.14%	Dec 12, 2013	OAKGX vs VMNVX

Best Risk-Adjusted Alternatives to OAKGX

Among mutual funds in the Global 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
VGPMX	Vanguard Global Capital Cycles Fund	98	May 23, 1984	OAKGX vs VGPMX
CAEIX	Calvert Global Energy Solutions Fund	95	May 30, 2007	OAKGX vs CAEIX
GCCHX	GMO Climate Change Fund	95	Apr 4, 2017	OAKGX vs GCCHX
ARTHX	Artisan Global Equity Fund	94	Mar 28, 2010	OAKGX vs ARTHX
FMIEX	Wasatch Global Value Fund Investor Class Shares	93	Sep 25, 1996	OAKGX vs FMIEX

Top Performing OAKGX Alternatives (YTD)

OAKGX alternatives from the Global Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
RTXAX	Russell Investment Tax-Managed Real Assets Fund	13.06%	Jun 9, 2019	OAKGX vs RTXAX
GCCHX	GMO Climate Change Fund	10.71%	Apr 4, 2017	OAKGX vs GCCHX
FGIAX	Nuveen Global Infrastructure Fund Class A	10.36%	Dec 17, 2007	OAKGX vs FGIAX
GQFPX	GQG Partners Global Quality Dividend Income Fund	10.08%	Jun 29, 2021	OAKGX vs GQFPX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	9.35%	Aug 28, 2017	OAKGX vs CSUAX

Lowest Volatility Alternatives to OAKGX

OAKGX alternatives from the Global Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
MFWIX	MFS Global Total Return Fund Class I	8.94%	Sep 4, 1990	OAKGX vs MFWIX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	10.06%	Dec 12, 2013	OAKGX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	10.09%	Dec 12, 2013	OAKGX vs VMNVX
MVGIX	MFS Low Volatility Global Equity Fund	10.60%	Dec 4, 2013	OAKGX vs MVGIX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	10.73%	—	OAKGX vs GLIFX

Lowest Drawdown Alternatives to OAKGX

OAKGX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
MFWIX	MFS Global Total Return Fund Class I	-6.85%	Sep 4, 1990	OAKGX vs MFWIX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	-7.93%	Dec 12, 2013	OAKGX vs VMNVX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	-7.96%	Dec 12, 2013	OAKGX vs VMVFX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-7.98%	Aug 28, 2017	OAKGX vs CSUAX
FGIAX	Nuveen Global Infrastructure Fund Class A	-8.29%	Dec 17, 2007	OAKGX vs FGIAX

Other Mutual Funds from Oakmark

Most popular Oakmark mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
OAKMX	Oakmark Fund Investor Class	Large Cap Value Equities	23	-2.47%	Aug 5, 1991	OAKGX vs OAKMX
OAKLX	Oakmark Select Fund	Large Cap Value Equities	13	-7.99%	Nov 1, 1996	OAKGX vs OAKLX
OAKBX	Oakmark Equity and Income Fund	Diversified Portfolio	22	-3.14%	Oct 31, 1995	OAKGX vs OAKBX
OANMX	Oakmark Fund Institutional Class	Large Cap Value Equities	23	-2.41%	Nov 30, 2016	OAKGX vs OANMX
OAKIX	Oakmark International Fund	Foreign Large Cap Equities	34	-6.43%	Sep 29, 1992	OAKGX vs OAKIX
OAKEX	Oakmark International Small Cap Fund	Foreign Small & Mid Cap Equities	17	-8.12%	Oct 31, 1995	OAKGX vs OAKEX
OAKWX	Oakmark Global Select Fund	Global Equities	7	-8.12%	Oct 1, 2006	OAKGX vs OAKWX
OANCX	Oakmark Bond Fund	Intermediate Core-Plus Bond	68	0.02%	Oct 4, 2020	OAKGX vs OANCX
OAZMX	Oakmark Fund R6 Class	Large Cap Value Equities	19	-2.39%	Dec 15, 2020	OAKGX vs OAZMX
OAYMX	Oakmark Fund Advisor Class	Large Cap Value Equities	18	-2.42%	Nov 30, 2016	OAKGX vs OAYMX

Often Compared With OAKGX

What investors most often compare with OAKGX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	60	-3.66%	Sep 7, 2010	OAKGX vs VOO
IHF	iShares U.S. Healthcare Providers ETF	Health & Biotech Equities	2	-11.80%	May 5, 2006	OAKGX vs IHF
ARKK	ARK Innovation ETF	Actively Managed, Technology Equities	51	-11.08%	Oct 31, 2014	OAKGX vs ARKK
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	-3.65%	Jan 22, 1993	OAKGX vs SPY
VOOV	Vanguard S&P 500 Value ETF	Large Cap Value Equities, S&P 500	45	0.14%	Sep 7, 2010	OAKGX vs VOOV
VHGEX	Vanguard Global Equity Fund	Global Equities	48	-5.64%	Aug 14, 1995	OAKGX vs VHGEX
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	59	-4.39%	May 19, 1997	OAKGX vs SWPPX
CGDG	Capital Group Dividend Growers ETF	Global Equities	73	1.58%	Sep 26, 2023	OAKGX vs CGDG
BRK-B	Berkshire Hathaway Inc.		17	-4.80%	—	OAKGX vs BRK-B
OAYLX	Oakmark Select Fund Advisor Class	Large Cap Blend Equities	10	-7.97%	Nov 30, 2016	OAKGX vs OAYLX
GAOAX	JPMorgan Global Allocation Fund A	Global Equities	36	-3.89%	May 31, 2011	OAKGX vs GAOAX

Compare OAKGX with Any Fund or Stock

Compare OAKGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Oakmark Global Fund

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