O'Shaughnessy Market Leaders Value Fund (OFVIX) Alternatives
O'Shaughnessy Market Leaders Value Fund (OFVIX) 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 OFVIX. 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 OFVIX
OFVIX charges 0.56% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among OFVIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | OFVIX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | OFVIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | OFVIX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | OFVIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | OFVIX vs VVIAX |
Best Risk-Adjusted Alternatives to OFVIX
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... | 92 | Mar 2, 2016 | OFVIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | OFVIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | OFVIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | OFVIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | OFVIX vs VALAX |
Top Performing OFVIX Alternatives (YTD)
OFVIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | OFVIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | OFVIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | OFVIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | OFVIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | OFVIX vs HFCVX |
Lowest Volatility Alternatives to OFVIX
OFVIX 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 | 4.68% | Feb 1, 2021 | OFVIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | OFVIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | OFVIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | OFVIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | OFVIX vs ACIIX |
Lowest Drawdown Alternatives to OFVIX
OFVIX 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 | OFVIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | OFVIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | OFVIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | OFVIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | OFVIX vs PSECX |
Often Compared With OFVIX
What investors most often compare with OFVIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Oakmark Select Fund | Large Cap Value Equities | 11 | -9.39% | Nov 1, 1996 | OFVIX vs OAKLX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | OFVIX vs SPY | |
| Vanguard Mega Cap Growth ETF | Large Cap Growth Equities | 51 | -10.90% | Dec 17, 2007 | OFVIX vs MGK | |
| S&P 500 Index | 74 | -4.63% | — | OFVIX vs ^GSPC | ||
| DFA U.S. Large Cap Value III Portfolio | Large Cap Value Equities | 55 | 2.17% | Feb 2, 1995 | OFVIX vs DFUVX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 48 | -0.04% | Oct 1, 2002 | OFVIX vs TILVX |
Compare OFVIX with Any Fund or Stock
Compare OFVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.