Oakmark Fund R6 Class (OAZMX) Alternatives
Oakmark Fund R6 Class (OAZMX) 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 OAZMX. 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 OAZMX
OAZMX charges 0.62% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among OAZMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | OAZMX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | OAZMX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | OAZMX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | OAZMX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | OAZMX vs VVIAX |
Best Risk-Adjusted Alternatives to OAZMX
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... | 94 | Mar 2, 2016 | OAZMX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | OAZMX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | OAZMX vs TOWFX | |
| Al Frank Fund | 87 | May 1, 2006 | OAZMX vs VALAX | |
| Neiman Large Cap Value Fund | 87 | Apr 1, 2003 | OAZMX vs NEIMX |
Top Performing OAZMX Alternatives (YTD)
OAZMX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 19.97% | Jan 1, 1984 | OAZMX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | OAZMX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | OAZMX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | OAZMX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | OAZMX vs SVAIX |
Lowest Volatility Alternatives to OAZMX
OAZMX 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 | 4.71% | Feb 1, 2021 | OAZMX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.54% | Dec 1, 1973 | OAZMX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | OAZMX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | OAZMX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | OAZMX vs ACIIX |
Lowest Drawdown Alternatives to OAZMX
OAZMX 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 | OAZMX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | OAZMX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | OAZMX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | OAZMX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | OAZMX vs RIDAX |
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 | 23 | -2.47% | Aug 5, 1991 | OAZMX vs OAKMX | |
| Oakmark Select Fund | Large Cap Value Equities | 13 | -7.99% | Nov 1, 1996 | OAZMX vs OAKLX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 22 | -3.14% | Oct 31, 1995 | OAZMX vs OAKBX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 23 | -2.41% | Nov 30, 2016 | OAZMX vs OANMX | |
| Oakmark International Fund | Foreign Large Cap Equities | 34 | -6.43% | Sep 29, 1992 | OAZMX vs OAKIX | |
| Oakmark Global Fund | Global Equities | 20 | -5.60% | Aug 3, 1999 | OAZMX vs OAKGX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 17 | -8.12% | Oct 31, 1995 | OAZMX vs OAKEX | |
| Oakmark Global Select Fund | Global Equities | 7 | -8.12% | Oct 1, 2006 | OAZMX vs OAKWX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 68 | 0.02% | Oct 4, 2020 | OAZMX vs OANCX | |
| Oakmark Fund Advisor Class | Large Cap Value Equities | 18 | -2.42% | Nov 30, 2016 | OAZMX vs OAYMX |
Often Compared With OAZMX
What investors most often compare with OAZMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Oakmark Select Fund Advisor Class | Large Cap Blend Equities | 10 | -7.97% | Nov 30, 2016 | OAZMX vs OAYLX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 73 | 9.21% | Nov 1, 1996 | OAZMX vs HFCVX | |
| 1789 Growth and Income Fund | Large Cap Value Equities | 24 | -0.58% | Jan 21, 2011 | OAZMX vs PSECX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 52 | 2.07% | Oct 1, 2002 | OAZMX vs TILVX |
Compare OAZMX with Any Fund or Stock
Compare OAZMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.