Oakmark International Fund Institutional Class (OANIX) 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 OANIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OANIX
OANIX charges 0.82% annually. There are 166 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 Overseas Fund | 0.01% | — | Jun 2019 | OANIX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | OANIX vs FIGSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | OANIX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | OANIX vs FINVX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | OANIX vs FHLFX |
Best Risk-Adjusted Alternatives to OANIX
OANIX has a PortfoliosLab risk / return rank of 12. There are 346 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 | |
|---|---|---|---|---|---|
| Thornburg Global Opportunities Fund | 94 | — | Jul 2006 | OANIX vs THOIX | |
| American Beacon Tocqueville International Value Fu... | 93 | — | Aug 1994 | OANIX vs TIVFX | |
| Touchstone International Equity Fund | 91 | — | Mar 1993 | OANIX vs SWRLX | |
| Dunham International Stock Fund | 91 | — | Dec 2004 | OANIX vs DCINX | |
| DFA World ex U.S. Value Portfolio Fund | 88 | — | Aug 2010 | OANIX vs DFWVX |
Top Performing OANIX Alternatives (YTD)
OANIX is at 1.79% YTD. There are 405 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 35.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 35.17% | — | Aug 1994 | OANIX vs TIVFX | |
| Calamos International Growth Fund | 34.54% | — | Mar 2005 | OANIX vs CIGIX | |
| Lord Abbett International Growth Fund | 27.78% | — | Jun 2021 | OANIX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 27.01% | — | Apr 2019 | OANIX vs FISZX | |
| Dunham International Stock Fund | 26.35% | — | Dec 2004 | OANIX vs DCINX |
Lowest Volatility Alternatives to OANIX
OANIX has 14.73% 1-year volatility. There are 191 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 9.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 9.17% | — | Nov 1997 | OANIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class A | 9.18% | — | Sep 1996 | OANIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class Z | 9.18% | — | Feb 2017 | OANIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 9.19% | — | Apr 1990 | OANIX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 9.20% | — | Jul 1995 | OANIX vs FAOIX |
Lowest Drawdown Alternatives to OANIX
OANIX has a 1-year max drawdown of -14.34%. There are 384 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 | OANIX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | OANIX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | OANIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | OANIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | OANIX vs FAOAX |
Other Mutual Funds from Oakmark
The 10 most viewed Oakmark mutual funds shown here include OAKMX, OAKBX, OAKLX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Oakmark Fund Investor Class | Large Cap Value Equities | 15 | -0.93% | — | Aug 1991 | OANIX vs OAKMX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 19 | 0.78% | — | Oct 1995 | OANIX vs OAKBX | |
| Oakmark Select Fund | Large Cap Value Equities | 14 | -0.14% | — | Nov 1996 | OANIX vs OAKLX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 16 | -0.83% | — | Nov 2016 | OANIX vs OANMX | |
| Oakmark International Fund | Foreign Large Cap Equities | 12 | 1.69% | — | Sep 1992 | OANIX vs OAKIX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 5 | 0.55% | — | Oct 1995 | OANIX vs OAKEX | |
| Oakmark Global Fund | Global Equities | 18 | 2.87% | — | Aug 1999 | OANIX vs OAKGX | |
| Oakmark Global Select Fund | Global Equities | 5 | -4.06% | — | Oct 2006 | OANIX vs OAKWX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 16 | -0.81% | — | Dec 2020 | OANIX vs OAZMX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 39 | 0.79% | — | Oct 2020 | OANIX vs OANCX |
Often Compared With OANIX
Investors most often compare OANIX with APHIX, KGIIX, MPGVX. These 11 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare OANIX with Any Fund or Stock
Compare OANIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OANIX with funds that move differently
Oakmark International Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OANIX.
Explore OANIX Diversifiers