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 a closer substitute for your current allocation.
Cheapest Alternatives to OAZMX
OAZMX charges 0.62% annually. There are 84 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 | OAZMX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | OAZMX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | OAZMX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | OAZMX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | OAZMX vs VVIAX |
Best Risk-Adjusted Alternatives to OAZMX
OAZMX has a PortfoliosLab risk / return rank of 45. There are 285 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 | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 98 | — | Jun 2015 | OAZMX vs PKAIX | |
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | OAZMX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | OAZMX vs FGINX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | OAZMX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 98 | — | Dec 1999 | OAZMX vs MALVX |
Top Performing OAZMX Alternatives (YTD)
OAZMX is at 7.35% YTD. There are 302 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.79% | — | Jun 2015 | OAZMX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 28.28% | — | Nov 1935 | OAZMX vs LEXCX | |
| AMG Yacktman Focused Fund | 26.29% | — | May 1997 | OAZMX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 26.11% | — | Jun 2022 | OAZMX vs AVLVX | |
| North Square Advisory Research Small Cap Value Fun... | 26.10% | — | Nov 2009 | OAZMX vs ADVGX |
Lowest Volatility Alternatives to OAZMX
OAZMX has 13.40% 1-year volatility. There are 281 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.61% | — | Feb 2021 | OAZMX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | OAZMX vs FALGX | |
| The Income Fund of America Class R-1 | 7.33% | — | Dec 1973 | OAZMX vs RIDAX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | OAZMX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.56% | — | Jul 1998 | OAZMX vs ACIIX |
Lowest Drawdown Alternatives to OAZMX
OAZMX 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 | OAZMX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | OAZMX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | OAZMX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | OAZMX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | OAZMX 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 | 47 | 7.17% | — | Aug 1991 | OAZMX vs OAKMX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 49 | 5.41% | — | Oct 1995 | OAZMX vs OAKBX | |
| Oakmark Select Fund | Large Cap Value Equities | 51 | 10.18% | — | Nov 1996 | OAZMX vs OAKLX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 48 | 7.31% | — | Nov 2016 | OAZMX vs OANMX | |
| Oakmark International Fund | Foreign Large Cap Equities | 33 | 7.17% | — | Sep 1992 | OAZMX vs OAKIX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 11 | 5.06% | — | Oct 1995 | OAZMX vs OAKEX | |
| Oakmark Global Fund | Global Equities | 38 | 6.53% | — | Aug 1999 | OAZMX vs OAKGX | |
| Oakmark Global Select Fund | Global Equities | 19 | 2.39% | — | Oct 2006 | OAZMX vs OAKWX | |
| Oakmark Fund Advisor Class | Large Cap Value Equities | 45 | 7.27% | — | Nov 2016 | OAZMX vs OAYMX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 18 | 0.00% | — | Oct 2020 | OAZMX vs OANCX |
Often Compared With OAZMX
Investors most often compare OAZMX with OAYLX, TMMAX, OAKCX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare OAZMX with Any Fund or Stock
Compare OAZMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OAZMX with funds that move differently
Oakmark Fund R6 Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OAZMX.
Explore OAZMX Diversifiers