Oakmark Fund Investor Class (OAKMX) Alternatives
Oakmark Fund Investor Class (OAKMX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OAKMX. 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 OAKMX
OAKMX charges 0.91% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among OAKMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | OAKMX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | OAKMX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | OAKMX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | OAKMX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | OAKMX vs TILVX |
Best Risk-Adjusted Alternatives to OAKMX
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 94 | Mar 2, 2016 | OAKMX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | OAKMX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | OAKMX vs TOWFX | |
| Al Frank Fund | 87 | May 1, 2006 | OAKMX vs VALAX | |
| Neiman Large Cap Value Fund | 87 | Apr 1, 2003 | OAKMX vs NEIMX |
Top Performing OAKMX Alternatives (YTD)
OAKMX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 19.97% | Jan 1, 1984 | OAKMX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | OAKMX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | OAKMX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | OAKMX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | OAKMX vs SVAIX |
Lowest Volatility Alternatives to OAKMX
OAKMX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.71% | Feb 1, 2021 | OAKMX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.54% | Dec 1, 1973 | OAKMX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | OAKMX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | OAKMX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | OAKMX vs ACIIX |
Lowest Drawdown Alternatives to OAKMX
OAKMX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | OAKMX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | OAKMX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | OAKMX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | OAKMX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | OAKMX vs RIDAX |
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 Select Fund | Large Cap Value Equities | 13 | -7.99% | Nov 1, 1996 | OAKMX vs OAKLX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 22 | -3.14% | Oct 31, 1995 | OAKMX vs OAKBX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 23 | -2.41% | Nov 30, 2016 | OAKMX vs OANMX | |
| Oakmark International Fund | Foreign Large Cap Equities | 34 | -6.43% | Sep 29, 1992 | OAKMX vs OAKIX | |
| Oakmark Global Fund | Global Equities | 20 | -5.60% | Aug 3, 1999 | OAKMX vs OAKGX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 17 | -8.12% | Oct 31, 1995 | OAKMX vs OAKEX | |
| Oakmark Global Select Fund | Global Equities | 7 | -8.12% | Oct 1, 2006 | OAKMX vs OAKWX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 68 | 0.02% | Oct 4, 2020 | OAKMX vs OANCX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 19 | -2.39% | Dec 15, 2020 | OAKMX vs OAZMX | |
| Oakmark Fund Advisor Class | Large Cap Value Equities | 18 | -2.42% | Nov 30, 2016 | OAKMX vs OAYMX |
Often Compared With OAKMX
What investors most often compare with OAKMX, based on PortfoliosLab usage data.
Compare OAKMX with Any Fund or Stock
Compare OAKMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.