Oakmark Fund Institutional Class (OANMX) Alternatives
Oakmark Fund Institutional Class (OANMX) 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 OANMX. 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 OANMX
OANMX charges 0.68% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among OANMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | OANMX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | OANMX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | OANMX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | OANMX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | OANMX vs TILVX |
Best Risk-Adjusted Alternatives to OANMX
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... | 92 | Mar 2, 2016 | OANMX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | OANMX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | OANMX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | OANMX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | OANMX vs VALAX |
Top Performing OANMX Alternatives (YTD)
OANMX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | OANMX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | OANMX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | OANMX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | OANMX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | OANMX vs HFCVX |
Lowest Volatility Alternatives to OANMX
OANMX 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 | 4.68% | Feb 1, 2021 | OANMX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | OANMX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | OANMX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | OANMX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | OANMX vs ACIIX |
Lowest Drawdown Alternatives to OANMX
OANMX 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 | OANMX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | OANMX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | OANMX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | OANMX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | OANMX vs PSECX |
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 Fund Investor Class | Large Cap Value Equities | 20 | -4.16% | Aug 5, 1991 | OANMX vs OAKMX | |
| Oakmark Select Fund | Large Cap Value Equities | 11 | -9.39% | Nov 1, 1996 | OANMX vs OAKLX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 18 | -4.48% | Oct 31, 1995 | OANMX vs OAKBX | |
| Oakmark International Fund | Foreign Large Cap Equities | 23 | -8.71% | Sep 29, 1992 | OANMX vs OAKIX | |
| Oakmark Global Fund | Global Equities | 15 | -7.78% | Aug 3, 1999 | OANMX vs OAKGX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 12 | -10.36% | Oct 31, 1995 | OANMX vs OAKEX | |
| Oakmark Global Select Fund | Global Equities | 5 | -10.09% | Oct 1, 2006 | OANMX vs OAKWX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 74 | -0.21% | Oct 4, 2020 | OANMX vs OANCX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 19 | -4.09% | Dec 15, 2020 | OANMX vs OAZMX | |
| Oakmark Fund Advisor Class | Large Cap Value Equities | 18 | -4.11% | Nov 30, 2016 | OANMX vs OAYMX |
Often Compared With OANMX
What investors most often compare with OANMX, based on PortfoliosLab usage data.
Compare OANMX with Any Fund or Stock
Compare OANMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.