OAKIX Alternatives & Similar Mutual Funds

Oakmark International Fund (OAKIX) belongs to the Foreign Large 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 OAKIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to OAKIX

OAKIX charges 1.04% annually. There are 307 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	OAKIX vs FINVX
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	OAKIX vs FSOSX
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	OAKIX vs FIGSX
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	OAKIX vs FSGEX
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	OAKIX vs FHLFX

Best Risk-Adjusted Alternatives to OAKIX

OAKIX has a PortfoliosLab risk / return rank of 29. There are 346 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
GTMIX	GMO Tax-Managed International Equities Fund	97	—	Jul 1998	OAKIX vs GTMIX
SAHMX	SA International Value Fund	96	—	Aug 1999	OAKIX vs SAHMX
PTSIX	PIMCO RAE PLUS International Fund	95	—	Sep 2011	OAKIX vs PTSIX
SWRLX	Touchstone International Equity Fund	94	—	Mar 1993	OAKIX vs SWRLX
VIHAX	Vanguard International High Dividend Yield Index F...	94	20.40B	Mar 2016	OAKIX vs VIHAX

Top Performing OAKIX Alternatives (YTD)

OAKIX is at 6.03% YTD. There are 377 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 22.83%.

Symbol	Name	YTD Return	AUM	Inception
DCINX	Dunham International Stock Fund	22.83%	—	Dec 2004	OAKIX vs DCINX
QFVOX	Pear Tree Polaris Foreign Value Fund	21.28%	—	May 1998	OAKIX vs QFVOX
GTMIX	GMO Tax-Managed International Equities Fund	21.02%	—	Jul 1998	OAKIX vs GTMIX
SWRLX	Touchstone International Equity Fund	21.00%	—	Mar 1993	OAKIX vs SWRLX
GIOTX	GMO International Developed Equity Allocation Fund	20.64%	—	Jun 2006	OAKIX vs GIOTX

Lowest Volatility Alternatives to OAKIX

OAKIX has 14.96% 1-year volatility. There are 132 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOAX	Fidelity Advisor Overseas Fund Class A	7.67%	—	Sep 1996	OAKIX vs FAOAX
FAOCX	Fidelity Advisor Overseas Fund Class C	7.67%	—	Nov 1997	OAKIX vs FAOCX
FAOSX	Fidelity Advisor Overseas Fund Class Z	7.68%	—	Feb 2017	OAKIX vs FAOSX
FAERX	Fidelity Advisor Overseas Fund Class M	7.69%	—	Apr 1990	OAKIX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	7.69%	—	Jul 1995	OAKIX vs FAOIX

Lowest Drawdown Alternatives to OAKIX

OAKIX has a 1-year max drawdown of -14.35%. There are 391 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RWIIX	Redwood AlphaFactor Tactical International Fund	-6.94%	—	Nov 2017	OAKIX vs RWIIX
IVFIX	Federated Hermes International Strategic Value Div...	-6.97%	—	Jun 2008	OAKIX vs IVFIX
FAOSX	Fidelity Advisor Overseas Fund Class Z	-7.26%	—	Feb 2017	OAKIX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	-7.28%	—	Jul 1995	OAKIX vs FAOIX
FAOAX	Fidelity Advisor Overseas Fund Class A	-7.29%	—	Sep 1996	OAKIX vs FAOAX

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
OAKMX	Oakmark Fund Investor Class	Large Cap Value Equities	35	6.13%	—	Aug 1991	OAKIX vs OAKMX
OAKBX	Oakmark Equity and Income Fund	Diversified Portfolio	40	4.76%	—	Oct 1995	OAKIX vs OAKBX
OAKLX	Oakmark Select Fund	Large Cap Value Equities	42	9.68%	—	Nov 1996	OAKIX vs OAKLX
OANMX	Oakmark Fund Institutional Class	Large Cap Value Equities	36	6.27%	—	Nov 2016	OAKIX vs OANMX
OAKEX	Oakmark International Small Cap Fund	Foreign Small & Mid Cap Equities	10	4.06%	—	Oct 1995	OAKIX vs OAKEX
OAKGX	Oakmark Global Fund	Global Equities	33	5.55%	—	Aug 1999	OAKIX vs OAKGX
OAKWX	Oakmark Global Select Fund	Global Equities	14	1.10%	—	Oct 2006	OAKIX vs OAKWX
OAYMX	Oakmark Fund Advisor Class	Large Cap Value Equities	35	6.23%	—	Nov 2016	OAKIX vs OAYMX
OAZMX	Oakmark Fund R6 Class	Large Cap Value Equities	36	6.30%	—	Dec 2020	OAKIX vs OAZMX
OANCX	Oakmark Bond Fund	Intermediate Core-Plus Bond	23	-0.22%	—	Oct 2020	OAKIX vs OANCX

Often Compared With OAKIX

Investors most often compare OAKIX with INDEX, VXUS, GSINX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
INDEX	CYBER HORNET S&P 500	S&P 500, Large Cap Blend Equities	59	9.96%	—	Mar 2017	OAKIX vs INDEX
VXUS	Vanguard Total International Stock ETF	Global Equities	72	13.32%	651.00B	Jan 2011	OAKIX vs VXUS
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	53	8.09%	—	Dec 2016	OAKIX vs GSINX
ALTFX	AB Sustainable Global Thematic Fund	Global Equities	6	1.83%	—	Feb 1982	OAKIX vs ALTFX
EISIX	Carillon ClariVest International Stock Fund	Foreign Large Cap Equities	86	19.76%	—	Feb 2013	OAKIX vs EISIX
BROIX	BlackRock Advantage International Fund	Foreign Large Cap Equities	66	12.95%	—	Jan 2006	OAKIX vs BROIX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	23	6.89%	176.32B	May 1967	OAKIX vs FCNTX
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	OAKIX vs SPY
HLMIX	Harding Loevner International Equity Portfolio	Foreign Large Cap Equities	76	15.32%	—	May 1994	OAKIX vs HLMIX
FIVFX	Fidelity International Capital Appreciation Fund	Foreign Large Cap Equities	—	—	—	Nov 1994	OAKIX vs FIVFX
ACINX	Columbia Acorn International Fund	Foreign Small & Mid Cap Equities	7	4.56%	—	Sep 1992	OAKIX vs ACINX
FMIJX	FMI International Fund	Foreign Large Cap Equities	22	9.30%	—	Dec 2010	OAKIX vs FMIJX
CIVVX	Causeway International Value Fund	Foreign Large Cap Equities	47	10.79%	—	Oct 2001	OAKIX vs CIVVX
POIIX	Polen International Growth Fund	Foreign Large Cap Equities	1	-4.84%	—	Dec 2016	OAKIX vs POIIX
OAYLX	Oakmark Select Fund Advisor Class	Large Cap Blend Equities	41	9.76%	—	Nov 2016	OAKIX vs OAYLX
JFEAX	JPMorgan Developed International Value Fund Class ...	Foreign Large Cap Equities	91	16.41%	—	Sep 2001	OAKIX vs JFEAX
OAKCX	Oakmark Bond Fund Investor Class	Multisector Bonds	20	-0.38%	—	Jan 2022	OAKIX vs OAKCX
BRK-B	Berkshire Hathaway Inc.		61	2.09%	—	—	OAKIX vs BRK-B
TIVFX	American Beacon Tocqueville International Value Fu...	Foreign Large Cap Equities	44	17.69%	—	Aug 1994	OAKIX vs TIVFX
KGIIX	Kopernik International Fund	Foreign Large Cap Equities	62	4.88%	—	Jun 2015	OAKIX vs KGIIX

Compare OAKIX with Any Fund or Stock

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

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Diversifiers

Pair OAKIX with funds that move differently

Oakmark International Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OAKIX.

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Oakmark International Fund (OAKIX) Alternatives