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 a closer substitute for your current allocation.
Cheapest Alternatives to OAKMX
OAKMX charges 0.91% annually. There are 210 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | OAKMX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | OAKMX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | OAKMX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | OAKMX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | OAKMX vs VVIAX |
Best Risk-Adjusted Alternatives to OAKMX
OAKMX has a PortfoliosLab risk / return rank of 15. There are 308 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | OAKMX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | OAKMX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | OAKMX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | OAKMX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | OAKMX vs SABTX |
Top Performing OAKMX Alternatives (YTD)
OAKMX is at -0.93% YTD. There are 325 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | OAKMX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | OAKMX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | OAKMX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | OAKMX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | OAKMX vs PXTIX |
Lowest Volatility Alternatives to OAKMX
OAKMX has 13.00% 1-year volatility. There are 286 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | OAKMX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | OAKMX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | OAKMX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | OAKMX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | OAKMX vs FLCCX |
Lowest Drawdown Alternatives to OAKMX
OAKMX has a 1-year max drawdown of -6.98%. There are 120 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | OAKMX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | OAKMX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | OAKMX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | OAKMX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | OAKMX vs SVAIX |
Other Mutual Funds from Oakmark
The 10 most viewed Oakmark mutual funds shown here include OAKBX, OAKLX, OANMX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Oakmark Equity and Income Fund | Diversified Portfolio | 19 | 0.78% | — | Oct 1995 | OAKMX vs OAKBX | |
| Oakmark Select Fund | Large Cap Value Equities | 14 | -0.14% | — | Nov 1996 | OAKMX vs OAKLX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 16 | -0.83% | — | Nov 2016 | OAKMX vs OANMX | |
| Oakmark International Fund | Foreign Large Cap Equities | 12 | 1.69% | — | Sep 1992 | OAKMX vs OAKIX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 5 | 0.55% | — | Oct 1995 | OAKMX vs OAKEX | |
| Oakmark Global Fund | Global Equities | 18 | 2.87% | — | Aug 1999 | OAKMX vs OAKGX | |
| Oakmark Global Select Fund | Global Equities | 5 | -4.06% | — | Oct 2006 | OAKMX vs OAKWX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 16 | -0.81% | — | Dec 2020 | OAKMX vs OAZMX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 39 | 0.79% | — | Oct 2020 | OAKMX vs OANCX | |
| Oakmark Select Fund Advisor Class | Large Cap Blend Equities | 14 | -0.10% | — | Nov 2016 | OAKMX vs OAYLX |
Often Compared With OAKMX
Investors most often compare OAKMX with SPY, SCHD, SWPPX. These 20 comparison targets span 10 categories, 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.
Pair OAKMX with funds that move differently
Oakmark Fund Investor Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OAKMX.
Explore OAKMX Diversifiers