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 174 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 Value Fund | 0.01% | — | Dec 2009 | OANIX vs FINVX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | OANIX vs FHLFX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | OANIX vs FSGEX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | OANIX vs FIGSX |
Best Risk-Adjusted Alternatives to OANIX
OANIX has a PortfoliosLab risk / return rank of 31. There are 339 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 98 | — | Jul 1998 | OANIX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | OANIX vs SAHMX | |
| Touchstone International Equity Fund | 94 | — | Mar 1993 | OANIX vs SWRLX | |
| PIMCO RAE PLUS International Fund | 94 | — | Sep 2011 | OANIX vs PTSIX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | OANIX vs VIHAX |
Top Performing OANIX Alternatives (YTD)
OANIX is at 7.32% YTD. There are 366 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 23.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 23.49% | — | Dec 2004 | OANIX vs DCINX | |
| Fidelity SAI International SMA Completion Fund | 22.43% | — | Apr 2019 | OANIX vs FISZX | |
| Touchstone International Equity Fund | 21.94% | — | Mar 1993 | OANIX vs SWRLX | |
| GMO Tax-Managed International Equities Fund | 21.28% | — | Jul 1998 | OANIX vs GTMIX | |
| GMO International Developed Equity Allocation Fund | 21.04% | — | Jun 2006 | OANIX vs GIOTX |
Lowest Volatility Alternatives to OANIX
OANIX has 14.91% 1-year volatility. There are 129 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 7.51% | — | Nov 1997 | OANIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class A | 7.52% | — | Sep 1996 | OANIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class Z | 7.53% | — | Feb 2017 | OANIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 7.54% | — | Apr 1990 | OANIX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 7.54% | — | Jul 1995 | OANIX vs FAOIX |
Lowest Drawdown Alternatives to OANIX
OANIX has a 1-year max drawdown of -14.34%. There are 388 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 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Oakmark Fund Investor Class | Large Cap Value Equities | 47 | 7.17% | — | Aug 1991 | OANIX vs OAKMX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 49 | 5.41% | — | Oct 1995 | OANIX vs OAKBX | |
| Oakmark Select Fund | Large Cap Value Equities | 51 | 10.18% | — | Nov 1996 | OANIX vs OAKLX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 48 | 7.31% | — | Nov 2016 | OANIX vs OANMX | |
| Oakmark International Fund | Foreign Large Cap Equities | 33 | 7.17% | — | Sep 1992 | OANIX vs OAKIX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 11 | 5.06% | — | Oct 1995 | OANIX vs OAKEX | |
| Oakmark Global Fund | Global Equities | 38 | 6.53% | — | Aug 1999 | OANIX vs OAKGX | |
| Oakmark Global Select Fund | Global Equities | 19 | 2.39% | — | Oct 2006 | OANIX vs OAKWX | |
| Oakmark Fund Advisor Class | Large Cap Value Equities | 45 | 7.27% | — | Nov 2016 | OANIX vs OAYMX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 45 | 7.35% | — | Dec 2020 | OANIX vs OAZMX |
Often Compared With OANIX
Investors most often compare OANIX with OANCX, TIVFX, APHIX. These 19 comparison targets span 4 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