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 a closer substitute for your current allocation.
Cheapest Alternatives to OAKGX
OAKGX charges 1.11% annually. There are 169 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | OAKGX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | OAKGX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | OAKGX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | OAKGX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | OAKGX vs UCEQX |
Best Risk-Adjusted Alternatives to OAKGX
OAKGX has a PortfoliosLab risk / return rank of 12. There are 201 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | OAKGX vs LVAGX | |
| Polaris Global Value Fund | 91 | — | May 1998 | OAKGX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 90 | — | Dec 2005 | OAKGX vs EPSYX | |
| PGIM Jennison Global Equity Income Fund | 88 | — | Dec 1997 | OAKGX vs AGOCX | |
| John Hancock Global Shareholder Yield Fund | 88 | — | Feb 2007 | OAKGX vs JGYIX |
Top Performing OAKGX Alternatives (YTD)
OAKGX is at -0.87% YTD. There are 225 mutual funds in the Global Equities category with higher YTD returns, going as high as 34.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 34.82% | — | Nov 2016 | OAKGX vs PGTIX | |
| Oberweis Global Opportunities Fund | 27.07% | — | Jan 1987 | OAKGX vs OBEGX | |
| Ariel Global Fund | 24.60% | — | Dec 2011 | OAKGX vs AGLOX | |
| LSV Global Value Fund | 21.70% | — | Jun 2014 | OAKGX vs LVAGX | |
| Fidelity Advisor Worldwide Fund Class Z | 20.42% | — | Oct 2018 | OAKGX vs FIQOX |
Lowest Volatility Alternatives to OAKGX
OAKGX has 13.81% 1-year volatility. There are 112 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | OAKGX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | OAKGX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | OAKGX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | OAKGX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.68% | — | Jan 2016 | OAKGX vs SGMAX |
Lowest Drawdown Alternatives to OAKGX
OAKGX has a 1-year max drawdown of -11.58%. There are 158 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | OAKGX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | OAKGX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | OAKGX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | OAKGX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | OAKGX vs SVTAX |
Other Mutual Funds from Oakmark
The 10 most viewed Oakmark mutual funds shown here include OAKMX, OAKBX, OAKLX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Oakmark Fund Investor Class | Large Cap Value Equities | 11 | -1.80% | — | Aug 1991 | OAKGX vs OAKMX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 13 | -0.49% | — | Oct 1995 | OAKGX vs OAKBX | |
| Oakmark Select Fund | Large Cap Value Equities | 9 | -2.27% | — | Nov 1996 | OAKGX vs OAKLX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 11 | -1.69% | — | Nov 2016 | OAKGX vs OANMX | |
| Oakmark International Fund | Foreign Large Cap Equities | 10 | -0.71% | — | Sep 1992 | OAKGX vs OAKIX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 4 | -4.24% | — | Oct 1995 | OAKGX vs OAKEX | |
| Oakmark Global Select Fund | Global Equities | 3 | -7.44% | — | Oct 2006 | OAKGX vs OAKWX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 13 | -1.66% | — | Dec 2020 | OAKGX vs OAZMX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 34 | 0.79% | — | Oct 2020 | OAKGX vs OANCX | |
| Oakmark Fund Advisor Class | Large Cap Value Equities | 13 | -1.72% | — | Nov 2016 | OAKGX vs OAYMX |
Often Compared With OAKGX
Investors most often compare OAKGX with VOO, IHF, VHGEX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare OAKGX with Any Fund or Stock
Compare OAKGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OAKGX with funds that move differently
Oakmark Global Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OAKGX.
Explore OAKGX Diversifiers