OEQIX Alternatives & Similar Mutual Funds

Oaktree Emerging Markets Equity Fund (OEQIX) belongs to the Emerging Markets Diversified 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 83 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.

Symbol	Name	Expense Ratio	AUM	Inception
FPADX	Fidelity Emerging Markets Index Fund	0.08%	—	Sep 2011	OEQIX vs FPADX
FERGX	Fidelity SAI Emerging Markets Index Fund	0.08%	—	Jan 2016	OEQIX vs FERGX
FCEEX	Franklin Emerging Market Core Equity (IU) Fund Adv...	0.17%	—	Jul 2019	OEQIX vs FCEEX
SSKEX	State Street Emerging Markets Equity Index Fund	0.17%	—	Dec 2015	OEQIX vs SSKEX
EMPTX	UBS Emerging Markets Equity Opportunity Fund	0.19%	—	May 2018	OEQIX vs EMPTX

Best Risk-Adjusted Alternatives to OEQIX

OEQIX has a PortfoliosLab risk / return rank of 45. There are 141 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	97	—	Jun 1996	OEQIX vs DEMIX
FQEMX	Franklin Templeton SMACS: Series EM	96	—	Nov 2021	OEQIX vs FQEMX
LCSMX	Martin Currie SMA-Shares Series EM Fund	95	—	Jan 2018	OEQIX vs LCSMX
GMAQX	GMO Emerging Markets ex-China Fund	94	—	Oct 2021	OEQIX vs GMAQX
GTDDX	Invesco EQV Emerging Markets All Cap Fd	93	—	Jan 1994	OEQIX vs GTDDX

Top Performing OEQIX Alternatives (YTD)

OEQIX is at 13.66% YTD. There are 145 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 129.92%.

Symbol	Name	YTD Return	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	129.92%	—	Jun 1996	OEQIX vs DEMIX
FQEMX	Franklin Templeton SMACS: Series EM	81.64%	—	Nov 2021	OEQIX vs FQEMX
LCSMX	Martin Currie SMA-Shares Series EM Fund	63.03%	—	Jan 2018	OEQIX vs LCSMX
GMAQX	GMO Emerging Markets ex-China Fund	47.75%	—	Oct 2021	OEQIX vs GMAQX
GTDDX	Invesco EQV Emerging Markets All Cap Fd	45.47%	—	Jan 1994	OEQIX vs GTDDX

Lowest Volatility Alternatives to OEQIX

OEQIX has 24.78% 1-year volatility. There are 161 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.80%.

Symbol	Name	Volatility 1Y	AUM	Inception
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	10.80%	—	Oct 2011	OEQIX vs ESCIX
GQGPX	GQG Partners Emerging Markets Equity Fund	11.40%	—	Dec 2016	OEQIX vs GQGPX
VIESX	Virtus KAR Emerging Markets Small-Cap Fund	11.46%	—	Dec 2013	OEQIX vs VIESX
COBYX	The Cook & Bynum Fund	11.85%	—	Jun 2009	OEQIX vs COBYX
BADEX	BlackRock Defensive Advantage Emerging Markets Fun...	12.03%	—	Dec 2020	OEQIX vs BADEX

Lowest Drawdown Alternatives to OEQIX

OEQIX has a 1-year max drawdown of -16.60%. There are 164 mutual funds in the Emerging Markets Diversified 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
WAEMX	Wasatch Emerging Markets Small Cap Fund	-7.89%	—	Sep 2007	OEQIX vs WAEMX
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
GQGPX	GQG Partners Emerging Markets Equity Fund	-9.12%	—	Dec 2016	OEQIX vs GQGPX

Often Compared With OEQIX

Investors most often compare OEQIX with SPY, VOO, SPYI.DE. These 17 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	62	9.94%	772.08B	Jan 1993	OEQIX vs SPY
VOO	Vanguard S&P 500 ETF	S&P 500	63	9.97%	1.70T	Sep 2010	OEQIX vs VOO
SPYI.DE	SPDR MSCI ACWI IMI UCITS ETF	Global Equities	89	14.83%	—	May 2011	OEQIX vs SPYI.DE
BEMIX	Brandes Emerging Markets Fund	Emerging Markets Diversified	88	20.48%	—	Jan 2011	OEQIX vs BEMIX
EFEIX	Ashmore Emerging Markets Frontier Equity Fund	Emerging Markets Diversified	21	3.05%	—	Nov 2013	OEQIX vs EFEIX
DRESX	Driehaus Emerging Markets Small Cap Growth Fund	Emerging Markets Diversified	57	16.01%	—	Aug 2011	OEQIX vs DRESX
EITEX	Parametric Tax-Managed Emerging Markets Fund	Emerging Markets Diversified	59	9.55%	—	Jun 1998	OEQIX vs EITEX
HLFMX	Harding Loevner Frontier Emerging Markets Fund	Emerging Markets Diversified	18	3.70%	—	May 2008	OEQIX vs HLFMX
DODEX	Dodge & Cox Emerging Markets Stock Fund	Emerging Markets Diversified	92	24.06%	—	May 2021	OEQIX vs DODEX
EAEMX	Parametric Emerging Markets Fund	Emerging Markets Diversified	58	9.54%	—	Jun 2006	OEQIX vs EAEMX
CEMFX	Cullen Emerging Markets High Dividend Fund	Emerging Markets Diversified	83	21.16%	—	Aug 2012	OEQIX vs CEMFX
GLLSX	abrdn Emerging Markets ex-China Fund	Emerging Markets Diversified	91	43.66%	—	Aug 2000	OEQIX vs GLLSX
LZEMX	Lazard Emerging Markets Equity Portfolio	Emerging Markets Diversified	92	22.45%	—	Jul 1994	OEQIX vs LZEMX
PDEZX	PGIM Jennison Emerging Markets Equity Opportunitie...	Emerging Markets Diversified	43	29.79%	—	Sep 2014	OEQIX vs PDEZX
LVAZX	LSV Emerging Markets Equity Fund	Emerging Markets Diversified	92	30.58%	—	Jan 2019	OEQIX vs LVAZX
TEQLX	TIAA-CREF Emerging Markets Equity Index Fund	Emerging Markets Diversified	79	26.07%	—	Aug 2010	OEQIX vs TEQLX
IEMGX	Voya Multi-Manager Emerging Markets Equity Fund	Emerging Markets Diversified	91	37.54%	—	Oct 2011	OEQIX vs IEMGX

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