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 300 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 | |
|---|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | OAKIX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | OAKIX vs FSOSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | OAKIX vs FINVX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | OAKIX vs FIGSX | |
| 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 12. There are 379 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Touchstone International Equity Fund | 94 | — | Mar 1993 | OAKIX vs SWRLX | |
| American Beacon Tocqueville International Value Fu... | 94 | — | Aug 1994 | OAKIX vs TIVFX | |
| Dunham International Stock Fund | 92 | — | Dec 2004 | OAKIX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 91 | — | Jul 1998 | OAKIX vs GTMIX | |
| Thornburg Global Opportunities Fund | 91 | — | Jul 2006 | OAKIX vs THOIX |
Top Performing OAKIX Alternatives (YTD)
OAKIX is at 1.23% YTD. There are 402 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 40.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 40.47% | — | Aug 1994 | OAKIX vs TIVFX | |
| Calamos International Growth Fund | 38.33% | — | Mar 2005 | OAKIX vs CIGIX | |
| John Hancock International Dynamic Growth Fund | 33.48% | — | May 2019 | OAKIX vs JIJIX | |
| Lord Abbett International Growth Fund | 33.43% | — | Jun 2021 | OAKIX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 32.58% | — | Apr 2019 | OAKIX vs FISZX |
Lowest Volatility Alternatives to OAKIX
OAKIX has 15.07% 1-year volatility. There are 159 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class Z | 8.76% | — | Feb 2017 | OAKIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.76% | — | Sep 1996 | OAKIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 8.76% | — | Nov 1997 | OAKIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class M | 8.78% | — | Apr 1990 | OAKIX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 8.78% | — | Jul 1995 | OAKIX vs FAOIX |
Lowest Drawdown Alternatives to OAKIX
OAKIX has a 1-year max drawdown of -14.35%. There are 387 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 | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | OAKIX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | OAKIX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | OAKIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | OAKIX vs FAOIX | |
| 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 | |
|---|---|---|---|---|---|---|---|
| Oakmark Fund Investor Class | Large Cap Value Equities | 11 | -2.01% | — | Aug 1991 | OAKIX vs OAKMX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 14 | -0.25% | — | Oct 1995 | OAKIX vs OAKBX | |
| Oakmark Select Fund | Large Cap Value Equities | 8 | -2.65% | — | Nov 1996 | OAKIX vs OAKLX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 11 | -1.91% | — | Nov 2016 | OAKIX vs OANMX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 5 | -2.37% | — | Oct 1995 | OAKIX vs OAKEX | |
| Oakmark Global Fund | Global Equities | 15 | 1.13% | — | Aug 1999 | OAKIX vs OAKGX | |
| Oakmark Global Select Fund | Global Equities | 3 | -6.49% | — | Oct 2006 | OAKIX vs OAKWX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 11 | -1.88% | — | Dec 2020 | OAKIX vs OAZMX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 34 | 0.90% | — | Oct 2020 | OAKIX vs OANCX | |
| Oakmark Fund Advisor Class | Large Cap Value Equities | 11 | -1.94% | — | Nov 2016 | OAKIX vs OAYMX |
Often Compared With OAKIX
Investors most often compare OAKIX with INDEX, VXUS, GSINX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare OAKIX with Any Fund or Stock
Compare OAKIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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.
Explore OAKIX Diversifiers