OEQIX Alternatives & Similar Mutual Funds

Oaktree Emerging Markets Equity Fund (OEQIX) belongs to the Emerging Markets Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OEQIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to OEQIX

OEQIX charges 1.10% annually. There are 108 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FHKFX	Fidelity Series Emerging Markets Fund	0.01%	—	Aug 2018	OEQIX vs FHKFX
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008	OEQIX vs FEMSX
FERGX	Fidelity SAI Emerging Markets Index Fund	0.08%	—	Jan 2016	OEQIX vs FERGX
FPADX	Fidelity Emerging Markets Index Fund	0.08%	—	Sep 2011	OEQIX vs FPADX
VEMRX	Vanguard Emerging Markets Index Fund Institutional...	0.08%	163.30B	Dec 2010	OEQIX vs VEMRX

Best Risk-Adjusted Alternatives to OEQIX

OEQIX has a PortfoliosLab risk / return rank of 21. There are 191 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 93.

Symbol	Name	Risk / Return Rank	AUM	Inception
RLEMX	Lazard Emerging Markets Equity Portfolio Class R6	93	—	—	OEQIX vs RLEMX
LZEMX	Lazard Emerging Markets Equity Portfolio	92	—	Jul 1994	OEQIX vs LZEMX
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	92	—	Oct 2011	OEQIX vs ESCIX
DEMIX	Delaware Emerging Markets Fund	87	—	Jun 1996	OEQIX vs DEMIX
DEMAX	Nomura Emerging Markets Fund Class A	87	—	Jun 1996	OEQIX vs DEMAX

Top Performing OEQIX Alternatives (YTD)

OEQIX is at 0.29% YTD. There are 205 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 55.62%.

Symbol	Name	YTD Return	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	55.62%	—	Jun 1996	OEQIX vs DEMIX
DEMAX	Nomura Emerging Markets Fund Class A	55.40%	—	Jun 1996	OEQIX vs DEMAX
DEMCX	Nomura Emerging Markets Fund Class C	54.73%	—	Jun 1996	OEQIX vs DEMCX
FQEMX	Franklin Templeton SMACS: Series EM	40.66%	—	Nov 2021	OEQIX vs FQEMX
GMAQX	GMO Emerging Markets ex-China Fund	32.26%	—	Oct 2021	OEQIX vs GMAQX

Lowest Volatility Alternatives to OEQIX

OEQIX has 26.72% 1-year volatility. There are 199 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.88%.

Symbol	Name	Volatility 1Y	AUM	Inception
GSIYX	Goldman Sachs GQG Partners International Opportuni...	9.88%	—	Dec 2016	OEQIX vs GSIYX
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	10.28%	—	Oct 2011	OEQIX vs ESCIX
GQGPX	GQG Partners Emerging Markets Equity Fund	11.36%	—	Dec 2016	OEQIX vs GQGPX
GQGIX	GQG Partners Emerging Markets Equity Fund Institut...	11.38%	—	—	OEQIX vs GQGIX
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	11.63%	—	Jan 2019	OEQIX vs FGKPX

Lowest Drawdown Alternatives to OEQIX

OEQIX has a 1-year max drawdown of -17.46%. There are 190 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -5.70%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	-5.70%	—	Oct 2011	OEQIX vs ESCIX
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	-6.93%	—	Jan 2019	OEQIX vs FGKPX
GSIYX	Goldman Sachs GQG Partners International Opportuni...	-7.81%	—	Dec 2016	OEQIX vs GSIYX
BADEX	BlackRock Defensive Advantage Emerging Markets Fun...	-8.89%	—	Dec 2020	OEQIX vs BADEX
COBYX	The Cook & Bynum Fund	-8.95%	—	Jun 2009	OEQIX vs COBYX

Other Mutual Funds from Oaktree

The 1 most viewed Oaktree mutual funds shown here include ODIDX and span 1 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ODIDX	Oaktree Diversified Income Fund Inc. Class D	Multisector Bonds	98	2.59%	—	Nov 2021	OEQIX vs ODIDX

Often Compared With OEQIX

Investors most often compare OEQIX with SPY, VOO, SPYI.DE. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	65	9.34%	780.71B	Jan 1993	OEQIX vs SPY
VOO	Vanguard S&P 500 ETF	S&P 500	66	9.38%	1.70T	Sep 2010	OEQIX vs VOO
SPYI.DE	SPDR MSCI ACWI IMI UCITS ETF	Global Equities	82	12.12%	—	May 2011	OEQIX vs SPYI.DE
SSKEX	State Street Emerging Markets Equity Index Fund	Emerging Markets Equities	49	12.75%	—	Dec 2015	OEQIX vs SSKEX
DRESX	Driehaus Emerging Markets Small Cap Growth Fund	Emerging Markets Equities	16	0.91%	—	Aug 2011	OEQIX vs DRESX
BEMIX	Brandes Emerging Markets Fund	Emerging Markets Equities	85	17.66%	—	Jan 2011	OEQIX vs BEMIX
EFEIX	Ashmore Emerging Markets Frontier Equity Fund	Emerging Markets Equities	15	2.07%	—	Nov 2013	OEQIX vs EFEIX
FCEEX	Franklin Emerging Market Core Equity (IU) Fund Adv...	Emerging Markets Equities	45	13.09%	—	Jul 2019	OEQIX vs FCEEX
LCSMX	Martin Currie SMA-Shares Series EM Fund	Emerging Markets Equities	74	26.89%	—	Jan 2018	OEQIX vs LCSMX
LVAZX	LSV Emerging Markets Equity Fund	Emerging Markets Equities	82	20.71%	—	Jan 2019	OEQIX vs LVAZX
HLFMX	Harding Loevner Frontier Emerging Markets Fund	Emerging Markets Equities	17	3.92%	—	May 2008	OEQIX vs HLFMX
EAEMX	Parametric Emerging Markets Fund	Emerging Markets Equities	47	7.05%	—	Jun 2006	OEQIX vs EAEMX
GLLSX	abrdn Emerging Markets ex-China Fund	Emerging Markets Equities	69	21.83%	—	Aug 2000	OEQIX vs GLLSX
EITEX	Parametric Tax-Managed Emerging Markets Fund	Emerging Markets Equities	47	7.02%	—	Jun 1998	OEQIX vs EITEX
DODEX	Dodge & Cox Emerging Markets Stock Fund	Emerging Markets Equities	82	16.30%	—	May 2021	OEQIX vs DODEX
EMPTX	UBS Emerging Markets Equity Opportunity Fund	Emerging Markets Equities	62	13.40%	—	May 2018	OEQIX vs EMPTX
VIESX	Virtus KAR Emerging Markets Small-Cap Fund	Emerging Markets Equities	4	0.67%	—	Dec 2013	OEQIX vs VIESX
WAEMX	Wasatch Emerging Markets Small Cap Fund	Emerging Markets Equities	27	10.00%	—	Sep 2007	OEQIX vs WAEMX
GTDDX	Invesco EQV Emerging Markets All Cap Fd	Emerging Markets Equities	78	25.51%	—	Jan 1994	OEQIX vs GTDDX
CEMFX	Cullen Emerging Markets High Dividend Fund	Emerging Markets Equities	67	14.62%	—	Aug 2012	OEQIX vs CEMFX

Compare OEQIX with Any Fund or Stock

Compare OEQIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Pair OEQIX with funds that move differently

Oaktree Emerging Markets Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OEQIX.

Explore OEQIX Diversifiers

Oaktree Emerging Markets Equity Fund (OEQIX) Alternatives