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 a closer substitute for your current allocation.
Cheapest Alternatives to OAYMX
OAYMX charges 0.70% annually. There are 117 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 | OAYMX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | OAYMX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | OAYMX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | OAYMX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | OAYMX vs VVIAX |
Best Risk-Adjusted Alternatives to OAYMX
OAYMX has a PortfoliosLab risk / return rank of 35. There are 290 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 | OAYMX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | OAYMX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | OAYMX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | OAYMX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | OAYMX vs MALVX |
Top Performing OAYMX Alternatives (YTD)
OAYMX is at 6.48% YTD. There are 300 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | OAYMX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | OAYMX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | OAYMX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | OAYMX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | OAYMX vs YAFFX |
Lowest Volatility Alternatives to OAYMX
OAYMX has 13.55% 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 | OAYMX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | OAYMX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | OAYMX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | OAYMX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | OAYMX vs ACIIX |
Lowest Drawdown Alternatives to OAYMX
OAYMX has a 1-year max drawdown of -6.94%. There are 111 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 | OAYMX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | OAYMX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | OAYMX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | OAYMX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | OAYMX 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 | 38 | 6.38% | — | Aug 1991 | OAYMX vs OAKMX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 44 | 4.69% | — | Oct 1995 | OAYMX vs OAKBX | |
| Oakmark Select Fund | Large Cap Value Equities | 46 | 9.91% | — | Nov 1996 | OAYMX vs OAKLX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 38 | 6.52% | — | Nov 2016 | OAYMX vs OANMX | |
| Oakmark International Fund | Foreign Large Cap Equities | 31 | 6.86% | — | Sep 1992 | OAYMX vs OAKIX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 11 | 4.97% | — | Oct 1995 | OAYMX vs OAKEX | |
| Oakmark Global Fund | Global Equities | 34 | 5.94% | — | Aug 1999 | OAYMX vs OAKGX | |
| Oakmark Global Select Fund | Global Equities | 13 | 0.99% | — | Oct 2006 | OAYMX vs OAKWX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 35 | 6.56% | — | Dec 2020 | OAYMX vs OAZMX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 27 | 0.00% | — | Oct 2020 | OAYMX vs OANCX |
Often Compared With OAYMX
Investors most often compare OAYMX with VTV, VIHAX, GQHPX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare OAYMX with Any Fund or Stock
Compare OAYMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OAYMX with funds that move differently
Oakmark Fund Advisor Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OAYMX.
Explore OAYMX Diversifiers