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 a closer substitute for your current allocation.
Cheapest Alternatives to OANMX
OANMX charges 0.68% annually. There are 107 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 | OANMX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | OANMX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | OANMX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | OANMX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | OANMX vs VVIAX |
Best Risk-Adjusted Alternatives to OANMX
OANMX has a PortfoliosLab risk / return rank of 36. There are 288 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 | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | OANMX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | OANMX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | OANMX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | OANMX vs MDLVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | OANMX vs LSVVX |
Top Performing OANMX Alternatives (YTD)
OANMX is at 6.27% YTD. There are 299 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | OANMX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | OANMX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | OANMX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | OANMX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | OANMX vs AVLVX |
Lowest Volatility Alternatives to OANMX
OANMX has 13.53% 1-year volatility. There are 283 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | OANMX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | OANMX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | OANMX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | OANMX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | OANMX vs ACIIX |
Lowest Drawdown Alternatives to OANMX
OANMX has a 1-year max drawdown of -6.93%. There are 108 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 | OANMX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | OANMX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | OANMX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | OANMX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | OANMX vs SVAIX |
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 | 35 | 6.13% | — | Aug 1991 | OANMX vs OAKMX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 40 | 4.76% | — | Oct 1995 | OANMX vs OAKBX | |
| Oakmark Select Fund | Large Cap Value Equities | 42 | 9.68% | — | Nov 1996 | OANMX vs OAKLX | |
| Oakmark International Fund | Foreign Large Cap Equities | 29 | 6.03% | — | Sep 1992 | OANMX vs OAKIX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 10 | 4.06% | — | Oct 1995 | OANMX vs OAKEX | |
| Oakmark Global Fund | Global Equities | 33 | 5.55% | — | Aug 1999 | OANMX vs OAKGX | |
| Oakmark Global Select Fund | Global Equities | 14 | 1.10% | — | Oct 2006 | OANMX vs OAKWX | |
| Oakmark Fund Advisor Class | Large Cap Value Equities | 35 | 6.23% | — | Nov 2016 | OANMX vs OAYMX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 36 | 6.30% | — | Dec 2020 | OANMX vs OAZMX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 23 | -0.22% | — | Oct 2020 | OANMX vs OANCX |
Often Compared With OANMX
Investors most often compare OANMX with VTV, VIISX, SPY. These 20 comparison targets span 7 categories, 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.
Pair OANMX with funds that move differently
Oakmark Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OANMX.
Explore OANMX Diversifiers