Oakmark Fund Advisor Class (OAYMX) Alternatives
Oakmark Fund Advisor Class (OAYMX) 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 OAYMX. 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 OAYMX
OAYMX charges 0.70% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among OAYMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | OAYMX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | OAYMX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | OAYMX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | OAYMX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | OAYMX vs TILVX |
Best Risk-Adjusted Alternatives to OAYMX
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 | OAYMX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | OAYMX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | OAYMX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | OAYMX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | OAYMX vs VALAX |
Top Performing OAYMX Alternatives (YTD)
OAYMX 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 | OAYMX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | OAYMX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | OAYMX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | OAYMX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | OAYMX vs HFCVX |
Lowest Volatility Alternatives to OAYMX
OAYMX 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 | OAYMX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | OAYMX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | OAYMX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | OAYMX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | OAYMX vs ACIIX |
Lowest Drawdown Alternatives to OAYMX
OAYMX 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 | OAYMX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | OAYMX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | OAYMX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | OAYMX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | OAYMX 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 | OAYMX vs OAKMX | |
| Oakmark Select Fund | Large Cap Value Equities | 11 | -9.39% | Nov 1, 1996 | OAYMX vs OAKLX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 18 | -4.48% | Oct 31, 1995 | OAYMX vs OAKBX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 20 | -4.10% | Nov 30, 2016 | OAYMX vs OANMX | |
| Oakmark International Fund | Foreign Large Cap Equities | 23 | -8.71% | Sep 29, 1992 | OAYMX vs OAKIX | |
| Oakmark Global Fund | Global Equities | 15 | -7.78% | Aug 3, 1999 | OAYMX vs OAKGX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 12 | -10.36% | Oct 31, 1995 | OAYMX vs OAKEX | |
| Oakmark Global Select Fund | Global Equities | 5 | -10.09% | Oct 1, 2006 | OAYMX vs OAKWX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 74 | -0.21% | Oct 4, 2020 | OAYMX vs OANCX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 19 | -4.09% | Dec 15, 2020 | OAYMX vs OAZMX |
Often Compared With OAYMX
What investors most often compare with OAYMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Value ETF | Large Cap Value Equities | 67 | 3.30% | Jan 26, 2004 | OAYMX vs VTV |
Compare OAYMX with Any Fund or Stock
Compare OAYMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.