Olstein All Cap Value Fund (OFALX) 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 OFALX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OFALX
OFALX charges 2.15% annually. There are 320 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 | OFALX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | OFALX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | OFALX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | OFALX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | OFALX vs VVIAX |
Best Risk-Adjusted Alternatives to OFALX
OFALX has a PortfoliosLab risk / return rank of 25. There are 291 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | OFALX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | OFALX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | OFALX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | OFALX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | OFALX vs PKAIX |
Top Performing OFALX Alternatives (YTD)
OFALX is at 7.06% YTD. There are 286 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | OFALX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | OFALX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | OFALX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | OFALX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | OFALX vs NFJEX |
Lowest Volatility Alternatives to OFALX
OFALX has 13.79% 1-year volatility. There are 292 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | OFALX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | OFALX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | OFALX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | OFALX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.54% | — | Dec 2007 | OFALX vs TMMAX |
Lowest Drawdown Alternatives to OFALX
OFALX has a 1-year max drawdown of -10.08%. There are 293 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 | OFALX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | OFALX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | OFALX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | OFALX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | OFALX vs SVAIX |
Other Mutual Funds from Olstein
The 1 most viewed Olstein mutual funds shown here include OFSAX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Olstein Strategic Opportunities Fund | Small Cap Value Equities | 38 | 19.49% | — | Nov 2006 | OFALX vs OFSAX |
Often Compared With OFALX
Investors most often compare OFALX with ACIIX, NEIMX, THPGX. These 18 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare OFALX with Any Fund or Stock
Compare OFALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OFALX with funds that move differently
Olstein All Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OFALX.
Explore OFALX Diversifiers