Oakmark International Fund (OAKIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to OAKIX
OAKIX charges 1.04% annually. Among mutual funds in the Foreign Large Cap Equities category, these options have the lowest expense ratios among OAKIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | Sep 29, 2009 | OAKIX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | Dec 3, 2009 | OAKIX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | Jun 21, 2019 | OAKIX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | Dec 3, 2009 | OAKIX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | Aug 17, 2018 | OAKIX vs FHLFX |
Best Risk-Adjusted Alternatives to OAKIX
Among mutual funds in the Foreign Large 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 International Fund | 98 | Jun 29, 2015 | OAKIX vs KGIIX | |
| EuroPac International Dividend Income Fund | 97 | Jan 9, 2014 | OAKIX vs EPDIX | |
| EuroPac International Dividend Income Fund Class A | 97 | Jan 10, 2014 | OAKIX vs EPDPX | |
| American Beacon Tocqueville International Value Fu... | 96 | Aug 1, 1994 | OAKIX vs TIVFX | |
| GMO Tax-Managed International Equities Fund | 95 | Jul 28, 1998 | OAKIX vs GTMIX |
Top Performing OAKIX Alternatives (YTD)
OAKIX alternatives from the Foreign Large Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 10.36% | Aug 1, 1994 | OAKIX vs TIVFX | |
| PIMCO RAE International Fund | 8.42% | Jun 4, 2015 | OAKIX vs PPYPX | |
| PIMCO RAE Global ex-US Fund | 7.89% | Jun 4, 2015 | OAKIX vs PZRIX | |
| PIMCO RAE PLUS International Fund | 7.77% | Sep 29, 2011 | OAKIX vs PTSIX | |
| Kopernik International Fund | 5.93% | Jun 29, 2015 | OAKIX vs KGIIX |
Lowest Volatility Alternatives to OAKIX
OAKIX alternatives from the Foreign Large Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tweedy, Browne International Value Fund | 12.26% | Jun 14, 1993 | OAKIX vs TBGVX | |
| Fidelity SAI International Low Volatility Index Fu... | 12.28% | May 29, 2015 | OAKIX vs FSKLX | |
| GQG Partners International Quality Dividend Income... | 12.39% | Jun 29, 2021 | OAKIX vs GQJPX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.47% | Dec 15, 2016 | OAKIX vs GSIMX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.48% | Dec 14, 2016 | OAKIX vs GSINX |
Lowest Drawdown Alternatives to OAKIX
OAKIX alternatives from the Foreign Large Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Federated Hermes International Strategic Value Div... | -8.47% | Jun 3, 2008 | OAKIX vs IVFIX | |
| SEI Institutional Managed Trust Tax-Managed Intern... | -8.55% | Oct 16, 2016 | OAKIX vs SIMYX | |
| Fidelity SAI International Low Volatility Index Fu... | -8.64% | May 29, 2015 | OAKIX vs FSKLX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.74% | Dec 14, 2016 | OAKIX vs GSINX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.75% | Dec 15, 2016 | OAKIX vs GSIMX |
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 | 20 | -4.16% | Aug 5, 1991 | OAKIX vs OAKMX | |
| Oakmark Select Fund | Large Cap Value Equities | 11 | -9.39% | Nov 1, 1996 | OAKIX vs OAKLX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 18 | -4.48% | Oct 31, 1995 | OAKIX vs OAKBX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 20 | -4.10% | Nov 30, 2016 | OAKIX vs OANMX | |
| Oakmark Global Fund | Global Equities | 15 | -7.78% | Aug 3, 1999 | OAKIX vs OAKGX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 12 | -10.36% | Oct 31, 1995 | OAKIX vs OAKEX | |
| Oakmark Global Select Fund | Global Equities | 5 | -10.09% | Oct 1, 2006 | OAKIX vs OAKWX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 74 | -0.21% | Oct 4, 2020 | OAKIX vs OANCX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 19 | -4.09% | Dec 15, 2020 | OAKIX vs OAZMX | |
| Oakmark Fund Advisor Class | Large Cap Value Equities | 18 | -4.11% | Nov 30, 2016 | OAKIX vs OAYMX |
Often Compared With OAKIX
What investors most often compare with OAKIX, 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.