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 0.89% annually. There are 195 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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | OAKMX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | OAKMX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | OAKMX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | OAKMX vs VVIAX |
Best Risk-Adjusted Alternatives to OAKMX
OAKMX has a PortfoliosLab risk / return rank of 47. There are 283 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 98 | — | Jun 2015 | OAKMX vs PKAIX | |
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | OAKMX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | OAKMX vs FGINX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | OAKMX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 98 | — | Dec 1999 | OAKMX vs MALVX |
Top Performing OAKMX Alternatives (YTD)
OAKMX is at 7.17% YTD. There are 306 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.79% | — | Jun 2015 | OAKMX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 28.28% | — | Nov 1935 | OAKMX vs LEXCX | |
| AMG Yacktman Focused Fund | 26.29% | — | May 1997 | OAKMX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 26.11% | — | Jun 2022 | OAKMX vs AVLVX | |
| North Square Advisory Research Small Cap Value Fun... | 26.10% | — | Nov 2009 | OAKMX vs ADVGX |
Lowest Volatility Alternatives to OAKMX
OAKMX has 13.40% 1-year volatility. There are 281 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.61% | — | Feb 2021 | OAKMX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | OAKMX vs FALGX | |
| The Income Fund of America Class R-1 | 7.33% | — | Dec 1973 | OAKMX vs RIDAX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | OAKMX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.56% | — | Jul 1998 | OAKMX vs ACIIX |
Lowest Drawdown Alternatives to OAKMX
OAKMX has a 1-year max drawdown of -6.98%. There are 114 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | OAKMX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | OAKMX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | OAKMX vs BUFBX | |
| Torray Equity Income 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 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Oakmark Equity and Income Fund | Diversified Portfolio | 49 | 5.41% | — | Oct 1995 | OAKMX vs OAKBX | |
| Oakmark Select Fund | Large Cap Value Equities | 51 | 10.18% | — | Nov 1996 | OAKMX vs OAKLX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 48 | 7.31% | — | Nov 2016 | OAKMX vs OANMX | |
| Oakmark International Fund | Foreign Large Cap Equities | 33 | 7.17% | — | Sep 1992 | OAKMX vs OAKIX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 11 | 5.06% | — | Oct 1995 | OAKMX vs OAKEX | |
| Oakmark Global Fund | Global Equities | 38 | 6.53% | — | Aug 1999 | OAKMX vs OAKGX | |
| Oakmark Global Select Fund | Global Equities | 19 | 2.39% | — | Oct 2006 | OAKMX vs OAKWX | |
| Oakmark Fund Advisor Class | Large Cap Value Equities | 45 | 7.27% | — | Nov 2016 | OAKMX vs OAYMX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 45 | 7.35% | — | Dec 2020 | OAKMX vs OAZMX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 18 | 0.00% | — | Oct 2020 | OAKMX vs OANCX |
Often Compared With OAKMX
Investors most often compare OAKMX with SPY, SCHD, NEFOX. 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